Holdings
Ballast Rock Private Wealth LLC
As of Jun 30, 2026, Ballast Rock Private Wealth LLC reported 35 positions worth US$44.1M. Largest: Apple Inc, Lam Research Corporation and Jp Morgan Chase & Co. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 31,887 | US$9.23M | +313 | Jun 30, 2026 |
| Lam Research Corporation | 9,364 | US$4.06M | −315 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 11,577 | US$3.79M | +7 | Jun 30, 2026 |
| Applied Materials, Inc. | 5,205 | US$3.76M | no change | Jun 30, 2026 |
| Nvidia Corporation | 17,161 | US$3.43M | −315 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 8,897 | US$3.18M | +12 | Jun 30, 2026 |
| Microsoft Corp. | 5,590 | US$2.09M | +14 | Jun 30, 2026 |
| Amazon.com, Inc. | 6,608 | US$1.58M | −1,976 | Jun 30, 2026 |
| Charles Schwab Corporation (the) | 16,612 | US$1.53M | +12 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 1,991 | US$996K | +1 | Jun 30, 2026 |