Ball & Co Wealth Management Inc.
All 13F Filings
- Location
- Franklin, TN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 155,282
- 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 |
|---|---|---|---|---|---|
| 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 | 72.16 K | 46.5% | 0 | 6.586 K | -6.586 K |
| ETFs | 83.12 K | 53.5% | 11.6 K | 0 | 11.6 K |
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Fund Snapshot
Q4 2025
Latest filed
1/23/2026
Total value ($000)
155,282
Holdings
78
QoQ value change ($000)
5,012
(3.3%)
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.