Ballentine Capital Advisors, Inc Portfolio Holdings

Ballentine Capital Advisors, Inc has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $196 Million distributed in 29 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $49.8M, Vanguard Ftse Developed Market with a value of $25.6M, Vanguard Bd Index Fd Inc Inter with a value of $25.1M, Vanguard Index Fds S&P 500 ETF with a value of $16.7M, and Dimensional ETF Tr Emerging Mk with a value of $13.9M.

Examining the 13F form we can see an increase of $4.23M in the current position value, from $192M to 196M.

Ballentine Capital Advisors, Inc is based out at Greenville, SC

Below you can find more details about Ballentine Capital Advisors, Inc portfolio as well as his latest detailed transactions.