Balanced Rock Investment Advisors LLC
All 13F Filings
- Location
- Roslindale, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 160,321
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 | 8/14/2026 | 102 | 160,321 | 13F-HR | Balanced Rock Investment Advisors LLC |
| Q1 2026 | 5/13/2026 | 96 | 142,555 | 13F-HR | Balanced Rock Investment Advisors LLC |
| Q4 2025 | 2/13/2026 | 92 | 140,700 | 13F-HR | Balanced Rock Investment Advisors LLC |
| Q3 2025 | 11/14/2025 | 96 | 136,784 | 13F-HR | Balanced Rock Investment Advisors LLC |
| Q2 2025 | 8/14/2025 | 96 | 127,444 | 13F-HR | Balanced Rock Investment Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 27.25 K | 17.0% | 4.415 K | 0 | 4.415 K |
| ETFs | 133.1 K | 83.0% | 13.35 K | 0 | 13.35 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
160,321
Holdings
102
QoQ value change ($000)
17,766
(12.5%)
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.