Ball & Co Wealth Management Inc.
All 13F Filings
- Location
- Franklin, TN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 119,506
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/1/2026 | 80 | 119,506 | 13F-HR | Ball & Co Wealth Management Inc. |
| Q4 2025 | 1/23/2026 | 78 | 155,282 | 13F-HR | Ball & Co Wealth Management Inc. |
| Q3 2025 | 10/24/2025 | 89 | 150,270 | 13F-HR | Ball & Co Wealth Management Inc. |
| Q2 2025 | 7/25/2025 | 74 | 93,857 | 13F-HR | Ball & Co Wealth Management Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 31.53 K | 26.4% | 0 | 40.63 K | -40.63 K |
| ETFs | 87.97 K | 73.6% | 4.849 K | 0 | 4.849 K |
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Fund Snapshot
Q1 2026
Latest filed
5/1/2026
Total value ($000)
119,506
Holdings
80
QoQ value change ($000)
-35,776
(-23.0%)
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.