Ballew Advisors, Inc
All 13F Filings
- Location
- Jackson, MS
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 193,518
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/7/2026 | 129 | 193,518 | 13F-HR | Ballew Advisors, Inc |
| Q1 2026 | 4/10/2026 | 118 | 177,365 | 13F-HR | Ballew Advisors, Inc |
| Q4 2025 | 1/14/2026 | 120 | 177,418 | 13F-HR | Ballew Advisors, Inc |
| Q3 2025 | 10/15/2025 | 122 | 179,155 | 13F-HR | Ballew Advisors, Inc |
| Q2 2025 | 7/8/2025 | 112 | 168,460 | 13F-HR | Ballew Advisors, Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 43.05 K | 22.6% | 4.058 K | 0 | 4.058 K |
| ETFs | 147.8 K | 77.4% | 12.21 K | 0 | 12.21 K |
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Fund Snapshot
Q2 2026
Latest filed
7/7/2026
Total value ($000)
193,518
Holdings
129
QoQ value change ($000)
16,153
(9.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.