Ballew Advisors, Inc ETF holdings
Jackson, MS
Reported $150.7M in 72 ETFs in its Form 13F for June 30, 2026.
ETF value
$150.7M
ETFs held
72
Change from prior quarter
+6.9%
With price moves
ETFs as a share of its 13F
77.9%
of $193.5M
Top 10 of 72 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $38.1M | 50,956 | −321 shares |
| CGGR | Capital Group Growth ETF | $14.2M | 304,720 | +6,765 shares |
| TOTL | State Street DoubleLine Total Return Tactical ETF | $11.3M | 288,031 | +14,973 shares |
| IJR | iShares Core S&P Small-Cap ETF | $7.7M | 52,503 | −450 shares |
| IEF | iShares 7-10 Year Treasury Bond ETF | $5.4M | 56,898 | +1,905 shares |
| RDVY | First Trust Rising Dividend Achievers ETF | $5.0M | 62,732 | +8,966 shares |
| TLT | iShares 20+ Year Treasury Bond ETF | $4.8M | 56,688 | +1,623 shares |
| PVAL | Putnam Focused Large Cap Value ETF | $4.8M | 93,076 | +28,339 shares |
| TDIV | First Trust NASDAQ Technology Dividend Index Fund | $3.2M | 28,860 | −284 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $3.2M | 41,899 | −16 shares |
62 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001729096. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Ballew Advisors, Inc own?
Ballew Advisors, Inc reported 72 ETF positions worth $150.7M in its Form 13F for June 30, 2026. The largest was IVV, at $38.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.