Ball & Co Wealth Management Inc.
All 13F Filings
- Location
- Franklin, TN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 141,019
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/31/2026 | 74 | 141,019 | 13F-HR | Ball & Co Wealth Management Inc. |
| 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 | 35.14 K | 24.9% | 3.604 K | 0 | 3.604 K |
| ETFs | 105.9 K | 75.1% | 17.91 K | 0 | 17.91 K |
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Fund Snapshot
Q2 2026
Latest filed
7/31/2026
Total value ($000)
141,019
Holdings
74
QoQ value change ($000)
21,513
(18.0%)
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.