§ 13F · FUND PROFILE
Balanced Rock Investment Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 92Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$140.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFSI | DIMENSIONAL ETF TRUST | 215K | $9.2T | 6.5% | NEW |
| 2 | EVTR | MORGAN STANLEY ETF TRUST | 147K | $7.6T | 5.4% | NEW |
| 3 | RAFE | PIMCO EQUITY SER | 148K | $6.2T | 4.4% | NEW |
| 4 | USXF | ISHARES TR | 103K | $5.9T | 4.2% | NEW |
| 5 | ESGU | ISHARES TR | 35K | $5.3T | 3.8% | NEW |
| 6 | SPHQ | INVESCO EXCHANGE TRADED FD T | 66K | $5.0T | 3.5% | NEW |
| 7 | DMXF | ISHARES TR | 62K | $4.7T | 3.3% | NEW |
| 8 | DFGR | DIMENSIONAL ETF TRUST | 171K | $4.5T | 3.2% | NEW |
| 9 | ESGD | ISHARES TR | 45K | $4.3T | 3.0% | NEW |
| 10 | DFSE | DIMENSIONAL ETF TRUST | 90K | $3.7T | 2.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BALANCED SIGNAL
AC read
Balanced Rock Investment Advisors LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed