Ballentine Capital Advisors, Inc
All 13F Filings
- Location
- Greenville, SC
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 265,873
- Description
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- Website
- —
- Founded
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/14/2026 | 26 | 265,873 | 13F-HR | Ballentine Capital Advisors, Inc |
| Q2 2026 | 7/23/2026 | 26 | 265,382 | 13F-HR | Ballentine Capital Advisors, Inc |
| Q1 2026 | 4/17/2026 | 27 | 241,560 | 13F-HR | Ballentine Capital Advisors, Inc |
| Q4 2025 | 2/2/2026 | 25 | 237,418 | 13F-HR | Ballentine Capital Advisors, Inc |
| Q3 2025 | 10/21/2025 | 26 | 226,154 | 13F-HR | Ballentine Capital Advisors, Inc |
| Q2 2025 | 9/3/2025 | 26 | 210,915 | 13F-HR | Ballentine Capital Advisors, Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 15.07 K | 5.7% | 11.48 K | 0 | 11.48 K |
| ETFs | 250.4 K | 94.2% | 0 | 10.98 K | -10.98 K |
| Debt | 401 | 0.2% | 0 | 5 | -5 |
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Fund Snapshot
Q3 2026
Latest filed
10/14/2026
Total value ($000)
265,873
Holdings
26
QoQ value change ($000)
491
(0.2%)
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.