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Size ($ in 1000's)
At 12/31/2025: $176,985
At 09/30/2025: $179,246Ballew Advisors Inc AUM history
Ballew Advisors Inc holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Ballew Advisors Inc 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2025, below is a summary of the Ballew Advisors Inc top holdings by largest position size, as per the latest 13f filing made by Ballew Advisors Inc.
In the Ballew Advisors Inc-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Ballew Advisors Inc in that top holding, then the share count change between reporting periods, and finally the Ballew Advisors Inc top holding position size
for that row.
| Entity | Amount | Change
09/30/2025 to 12/31/2025 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (IVV) |
51,893 |
-374 |
$36,163 | | IVV | 51,893 | -374 | $36,163 | | CAPITAL GROUP GROWTH ETF (CGGR) |
292,272 |
-117 |
$13,252 | | CGGR | 292,272 | -117 | $13,252 | | SSGA ACTIVE ETF TR (TOTL) |
264,135 |
+68,293 |
$10,650 | | TOTL | 264,135 | +68,293 | $10,650 | | ISHARES TR (IJR) |
53,761 |
-2,537 |
$6,802 | | IJR | 53,761 | -2,537 | $6,802 | | ISHARES TR (IEF) |
53,070 |
+1,738 |
$5,111 | | IEF | 53,070 | +1,738 | $5,111 | | ISHARES TR (TLT) |
52,798 |
+535 |
$4,637 | | TLT | 52,798 | +535 | $4,637 | | GALLAGHER ARTHUR J & CO |
14,895 |
-119 |
$3,828 | | AJG | 14,895 | -119 | $3,828 | | INVESCO QQQ TR |
4,959 |
+38 |
$3,105 | | QQQ | 4,959 | +38 | $3,105 | | FIRST TR EXCHANGE TRADED FD (RDVY) |
42,590 |
+5,954 |
$3,068 | | RDVY | 42,590 | +5,954 | $3,068 | | ISHARES TR (IWP) |
21,642 |
+214 |
$3,060 | | IWP | 21,642 | +214 | $3,060 | | ISHARES TR (IJH) |
43,914 |
+143 |
$3,046 | | IJH | 43,914 | +143 | $3,046 | | FIRST TR EXCHANGE TRADED FD (TDIV) |
29,830 |
-966 |
$2,965 | | TDIV | 29,830 | -966 | $2,965 | | KRANESHARES TRUST (IVOL) |
142,679 |
+142,679 |
$2,705 | | IVOL | 142,679 | +142,679 | $2,705 |  BERKSHIRE HATHAWAY INC DEL |
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$2,506 | | BRK.B | 5,059 | -299 | $2,506 | | PUTNAM ETF TRUST (PVAL) |
51,962 |
+8,926 |
$2,430 | | PVAL | 51,962 | +8,926 | $2,430 | | ISHARES TR (IYW) |
11,792 |
-383 |
$2,381 | | IYW | 11,792 | -383 | $2,381 | | TESLA INC |
5,055 |
+19 |
$2,260 | | TSLA | 5,055 | +19 | $2,260 | | APPLE INC |
8,652 |
-32 |
$2,259 | | AAPL | 8,652 | -32 | $2,259 | | ISHARES TR (USMV) |
22,368 |
-78 |
$2,109 | | USMV | 22,368 | -78 | $2,109 | | JANUS DETROIT STR TR |
40,071 |
+2 |
$1,973 | | VNLA | 40,071 | +2 | $1,973 | | NVIDIA CORPORATION |
10,486 |
+1,144 |
$1,948 | | NVDA | 10,486 | +1,144 | $1,948 | | ISHARES INC (EZU) |
27,895 |
+19 |
$1,843 | | EZU | 27,895 | +19 | $1,843 | | FIDELITY COVINGTON TRUST |
29,561 |
+103 |
$1,693 | | FDVV | 29,561 | +103 | $1,693 | | ISHARES GOLD TR (IAU) |
18,035 |
+575 |
$1,558 | | IAU | 18,035 | +575 | $1,558 | | ISHARES TR (IYR) |
15,337 |
+303 |
$1,464 | | IYR | 15,337 | +303 | $1,464 | | ISHARES TR (IWF) |
3,028 |
-5 |
$1,441 | | IWF | 3,028 | -5 | $1,441 | | AMAZON COM INC |
5,832 |
+797 |
$1,415 | | AMZN | 5,832 | +797 | $1,415 | | MICROSOFT CORP |
2,899 |
+20 |
$1,364 | | MSFT | 2,899 | +20 | $1,364 | | INVESCO EXCH TRD SLF IDX FD |
68,082 |
+41 |
$1,334 | | BSCQ | 68,082 | +41 | $1,334 | | VANGUARD BD INDEX FDS (VUSB) |
26,459 |
UNCH |
$1,320 | | VUSB | 26,459 | UNCH | $1,320 | | ISHARES TR (IYE) |
26,362 |
-873 |
$1,312 | | IYE | 26,362 | -873 | $1,312 | | FIRST TR EXCHANGE TRADED FD (FXO) |
21,196 |
-531 |
$1,280 | | FXO | 21,196 | -531 | $1,280 | | PROSHARES TR (EFZ) |
101,891 |
+7,058 |
$1,253 | | EFZ | 101,891 | +7,058 | $1,253 | | FIRST TR EXCHANGE TRADED FD (FV) |
18,638 |
-507 |
$1,236 | | FV | 18,638 | -507 | $1,236 | | FIRST TR EXCHANGE TRADED FD (SDVY) |
30,731 |
+342 |
$1,229 | | SDVY | 30,731 | +342 | $1,229 | | VALERO ENERGY CORP |
7,290 |
-10 |
$1,187 | | VLO | 7,290 | -10 | $1,187 | | META PLATFORMS INC |
1,878 |
+105 |
$1,185 | | META | 1,878 | +105 | $1,185 | | PROSHARES TR (SH) |
33,057 |
+2,954 |
$1,173 | | SH | 33,057 | +2,954 | $1,173 | | PROSHARES TR (PSQ) |
39,194 |
+3,664 |
$1,163 | | PSQ | 39,194 | +3,664 | $1,163 | | EXXON MOBIL CORP |
7,936 |
-124 |
$1,004 | | XOM | 7,936 | -124 | $1,004 | | GLOBAL X FDS |
11,997 |
-56,516 |
$1,002 | | SIL | 11,997 | -56,516 | $1,002 | | INVESCO EXCH TRD SLF IDX FD |
42,049 |
UNCH |
$982 | | BSJQ | 42,049 | UNCH | $982 | | NEWMARKET CORP |
1,311 |
UNCH |
$932 | | NEU | 1,311 | UNCH | $932 | | CHEVRON CORP NEW |
5,675 |
-122 |
$930 | | CVX | 5,675 | -122 | $930 | | PEPSICO INC |
6,114 |
+58 |
$877 | | PEP | 6,114 | +58 | $877 | | ISHARES TR (ACWI) |
6,016 |
UNCH |
$872 | | ACWI | 6,016 | UNCH | $872 | | NVR INC |
104 |
UNCH |
$798 | | NVR | 104 | UNCH | $798 | | ISHARES TR (IWS) |
5,355 |
-28 |
$788 | | IWS | 5,355 | -28 | $788 | | ISHARES TR (IWM) |
2,988 |
+1 |
$781 | | IWM | 2,988 | +1 | $781 | | ALPHABET INC |
2,184 |
+62 |
$734 | | GOOGL | 2,184 | +62 | $734 |
See Full List: All Stocks Held By Ballew Advisors Inc
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Ballew Advisors Inc
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