Balentine LLC

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
243
Quarter
2025 Q4
Top Holding
VUG (29.4%)
Top 10 Concentration
84.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 243
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
VUG
VANGUARD INDEX ...
Warrant 29.44% 26.76% #1
Prev: #1
10.0 76,192 5.0%
P
S
1,590,672 $776,025,446 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
OMFL
INVESCO EXCH TR...
ETF 12.16% 12.32% #2 1
Prev: #3
4.9 -302,136 -5.4%
P
S
5,246,097 $320,693,904 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AGG
ISHARES TR
ETF 11.27% 16.04% #3 1
Prev: #2
4.6 -1,367,432 -31.5%
P
S
2,974,100 $297,053,075 2015 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IEFA
ISHARES TR
ETF 7.48% 6.45% #4 1
Prev: #5
5.0 199,360 9.9%
P
S
2,203,687 $197,141,797 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AQLT
ISHARES TR
ETF 7.02% 6.58% #5 1
Prev: #4
4.8 7,481 0.1%
P
S
6,587,477 $185,161,462 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IEMG
ISHARES INC
ETF 5.63% 5.24% #6
Prev: #6
4.3 53,379 2.5%
P
S
2,208,783 $148,474,400 2016 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SGOV
ISHARES TR
Bond/Debt 3.83% 3.19% #7
Prev: #7
3.6 147,409 17.2%
P
S
1,006,925 $101,075,160 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IVV
ISHARES TR
ETF 3.18% 3.05% #8 1
Prev: #9
1.3 -1,493 -1.2%
P
S
122,312 $83,776,434 2015 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MUB
ISHARES TR
ETF 2.88% 3.13% #9 1
Prev: #8
1.2 -88,474 -11.1%
P
S
708,272 $75,862,996 2015 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VTI
VANGUARD INDEX ...
ETF 1.72% 1.68% #10
Prev: #10
0.7 -3,171 -2.3%
P
S
135,570 $45,452,537 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
POWW
OUTDOOR HOLDING...
Industrials 1.12% 0.94% #11 1
Prev: #12
0.4 no change no change
P
S
17,242,857 $29,485,285 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VEA
VANGUARD TAX-MA...
ETF 0.98% 0.93% #12 1
Prev: #13
0.4 -7,578 -1.8%
P
S
411,536 $25,708,655 2015 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VOO
VANGUARD INDEX ...
ETF 0.86% 0.85% #13 1
Prev: #14
0.4 -1,518 -4.0%
P
S
36,358 $22,801,102 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 0.71% 0.48% #14 3
Prev: #17
2.4 18,322 36.0%
P
S
69,165 $18,803,304 2015 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IWV
ISHARES TR
ETF 0.69% 0.69% #15 1
Prev: #16
0.3 -2,431 -4.9%
P
S
46,785 $18,098,873 2015 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VONV
VANGUARD SCOTTS...
ETF 0.66% 0.69% #16 1
Prev: #15
0.3 -19,923 -9.5%
P
S
189,189 $17,462,120 2016 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPTM
SPDR SERIES TRU...
ETF 0.44% 0.44% #17 2
Prev: #19
0.2 -7,349 -4.9%
P
S
141,143 $11,644,323 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
QUAL
ISHARES TR
ETF 0.44% 0.48% #18
Prev: #18
0.2 -8,184 -12.3%
P
S
58,303 $11,580,152 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VV
VANGUARD INDEX ...
ETF 0.43% 1.40% #19 8
Prev: #11
0.4 -87,691 -70.9%
P
S
35,967 $11,322,527 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TFI
SPDR SERIES TRU...
ETF 0.36% 0.24% #20 5
Prev: #25
2.3 67,979 47.8%
P
S
210,261 $9,611,030 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VEU
VANGUARD INTL E...
ETF 0.31% 0.29% #21
Prev: #21
2.1 1 0.0%
P
S
112,028 $8,240,747 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
ETF 0.29% 0.28% #22 1
Prev: #23
2.1 157 1.4%
P
S
11,384 $7,762,927 2015 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IBDR
ISHARES TR
Bond/Debt 0.25% 0.18% #23 9
Prev: #32
2.2 78,901 39.9%
P
S
276,815 $6,707,225 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BKTI
BK TECHNOLOGIES...
Technology 0.25% 0.28% #24 2
Prev: #22
0.1 no change no change
P
S
89,248 $6,657,008 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CGGO
CAPITAL GROUP G...
Unknown 0.24% 0.23% #25 1
Prev: #26
0.1 -719 -0.4%
P
S
184,812 $6,403,736 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PAAA
PGIM ETF TR
ETF 0.00% 0.04%
Sold All 😨
(Was: #79)
0.3 -19,554 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IBTF
ISHARES TR
Bond/Debt 0.00% 0.04%
Sold All 😨
(Was: #81)
0.3 -42,608 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HODL
VANECK BITCOIN ...
Bond/Debt 0.00% 0.01%
Sold All 😨
(Was: #129)
0.3 -11,622 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CMG
CHIPOTLE MEXICA...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #152)
0.3 -7,439 -100.0%
CLOSED
$— 2015 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ET
ENERGY TRANSFER...
Energy 0.00% 0.01%
Sold All 😨
(Was: #165)
0.3 -15,156 -100.0%
CLOSED
$— 2015 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SERA
SERA PROGNOSTIC...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #166)
0.3 -84,475 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MPC
MARATHON PETE C...
Energy 0.00% 0.01%
Sold All 😨
(Was: #172)
0.3 -1,278 -100.0%
CLOSED
$— 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ROP
ROPER TECHNOLOG...
Technology 0.00% 0.01%
Sold All 😨
(Was: #181)
0.3 -441 -100.0%
CLOSED
$— 2019 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CIBR
FIRST TR EXCHAN...
ETF 0.00% 0.01%
Sold All 😨
(Was: #182)
0.3 -2,410 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VGIT
VANGUARD SCOTTS...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #202)
0.3 -874 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VCSH
VANGUARD SCOTTS...
ETF 0.00% 0.00%
Sold All 😨
(Was: #204)
0.3 -577 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SPYV
SPDR SERIES TRU...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #208)
0.3 -690 -100.0%
CLOSED
$— 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XLI
SELECT SECTOR S...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #209)
0.3 -241 -100.0%
CLOSED
$— 2015 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VBK
VANGUARD INDEX ...
ETF 0.00% 0.00%
Sold All 😨
(Was: #211)
0.3 -101 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VBR
VANGUARD INDEX ...
ETF 0.00% 0.00%
Sold All 😨
(Was: #213)
0.3 -141 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ABEV
AMBEV SA
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #215)
0.3 -11,548 -100.0%
CLOSED
$— 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SKYY
FIRST TR EXCHAN...
ETF 0.00% 0.00%
Sold All 😨
(Was: #221)
0.3 -131 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IUSV
ISHARES TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #222)
0.3 -163 -100.0%
CLOSED
$— 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ACWX
ISHARES TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #226)
0.3 -145 -100.0%
CLOSED
$— 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 243 holdings

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