§ 13F · FUND PROFILE
Ballew Advisors, Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $168.5T (13F)Positions · 112Turnover · — · Q4Filed · Jan 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$177.4T 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 JAN 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 52K | $36.2T | 20.4% | NEW |
| 2 | CGGR | CAPITAL GROUP GROWTH ETF | 292K | $13.3T | 7.5% | NEW |
| 3 | TOTL | SSGA ACTIVE ETF TR | 264K | $10.6T | 6.0% | NEW |
| 4 | IJR | ISHARES TR | 54K | $6.8T | 3.8% | NEW |
| 5 | IEF | ISHARES TR | 53K | $5.1T | 2.9% | NEW |
| 6 | TLT | ISHARES TR | 53K | $4.6T | 2.6% | NEW |
| 7 | AJG | GALLAGHER ARTHUR J & CO | 15K | $3.8T | 2.2% | NEW |
| 8 | QQQ | INVESCO QQQ TR | 5K | $3.1T | 1.8% | NEW |
| 9 | RDVY | FIRST TR EXCHANGE TRADED FD | 43K | $3.1T | 1.7% | NEW |
| 10 | IWP | ISHARES TR | 22K | $3.1T | 1.7% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BALLEW SIGNAL
AC read
Ballew Advisors, Inc is a Other fund managing $168459.6 trillion in assets. The fund runs a portfolio of 112 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed