§ 13F · FUND PROFILE
Balanced Rock Investment Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 96Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFSI | DIMENSIONAL ETF TRUST | 214K | $9M | 6.4% | −1% |
| 2 | EVTR | MORGAN STANLEY ETF TRUST | 154K | $8M | 5.5% | +5% |
| 3 | RAFE | PIMCO EQUITY SER | 149K | $6M | 4.4% | +1% |
| 4 | USXF | ISHARES TR | 104K | $6M | 4.0% | +1% |
| 5 | SPHQ | INVESCO EXCHANGE TRADED FD T | 68K | $5M | 3.6% | +3% |
| 6 | ESGU | ISHARES TR | 36K | $5M | 3.6% | +1% |
| 7 | DMXF | ISHARES TR | 62K | $5M | 3.3% | ±0% |
| 8 | DFGR | DIMENSIONAL ETF TRUST | 176K | $5M | 3.3% | +3% |
| 9 | ESGD | ISHARES TR | 45K | $4M | 3.0% | ±0% |
| 10 | DFSE | DIMENSIONAL ETF TRUST | 89K | $4M | 2.6% | −1% |
§ 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
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed