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Balanced Rock Investment Advisors LLC

Q3 2025 · 13F-HR

Balanced Rock Investment Advisors LLCholdings as filed

Filed 2025-11-14 · accession 0002011851-25-000008

$136.8M
Reported value
96
Positions
2025-09-30
Period end
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The Brief · Balanced Rock Investment Advisors LLC · Q3 2025

AI · grounded in 13F

Balanced Rock Investment Advisors LLC established a new position in DFSI valued at $8.69M. The fund also initiated new stakes in EVTR for $7.02M and RAFE for $6.19M. Additional new positions include USXF at $6.18M and ESGU at $4.89M. The fund ended the period with 96 positions and total AUM of $136.78M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
25434V690DFSIDIMENSIONAL ETF TRUST$8.7M6.36%212,342CommonNONE
61774R841EVTRMORGAN STANLEY ETF TRUST$7.0M5.13%136,417CommonNONE
72201T342RAFEPIMCO EQUITY SER$6.2M4.52%152,061CommonNONE
46436E767USXFISHARES TR$6.2M4.52%107,818CommonNONE
46435G425ESGUISHARES TR$4.9M3.57%33,556CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$4.7M3.44%64,193CommonNONE
46436E759DMXFISHARES TR$4.7M3.41%61,667CommonNONE
25434V658DFGRDIMENSIONAL ETF TRUST$4.3M3.13%156,992CommonNONE
46435G516ESGDISHARES TR$4.0M2.91%42,764CommonNONE
25434V682DFSEDIMENSIONAL ETF TRUST$3.6M2.63%87,655CommonNONE
921910725VSGXVANGUARD WORLD FD$3.2M2.36%46,576CommonNONE
46435G441HYXFISHARES TR$3.2M2.32%66,728CommonNONE
46436E619EUSBISHARES TR$3.1M2.25%70,136CommonNONE
72201R304LTPZPIMCO ETF TR$3.0M2.19%56,116CommonNONE
922907712VCRMVANGUARD MUN BD FDS$3.0M2.16%39,290CommonNONE
46435U549EAGGISHARES TR$2.7M1.97%56,097CommonNONE
67092P300NULVNUSHARES ETF TR$2.6M1.89%58,985CommonNONE
56170L695VGSRMANAGER DIRECTED PORTFOLIOS$2.6M1.87%240,492CommonNONE
922908637VVVANGUARD INDEX FDS$2.4M1.75%7,792CommonNONE
25434V856DFIPDIMENSIONAL ETF TRUST$2.4M1.74%56,274CommonNONE
46654Q104JCPIJ P MORGAN EXCHANGE TRADED F$2.4M1.74%48,707CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$2.3M1.72%47,443CommonNONE
922020805VTIPVANGUARD MALVERN FDS$2.2M1.63%43,945CommonNONE
921946885VWOBVANGUARD WHITEHALL FDS$2.2M1.61%32,930CommonNONE
46436E742EMXFISHARES TR$2.0M1.48%44,613CommonNONE
92206C847VGLTVANGUARD SCOTTSDALE FDS$1.8M1.33%32,022CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$1.8M1.31%29,888CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$1.7M1.23%68,923CommonNONE
921910816MGKVANGUARD WORLD FD$1.7M1.22%4,138CommonNONE
922908629VOVANGUARD INDEX FDS$1.6M1.14%5,295CommonNONE
46436E551XJHISHARES TR$1.4M1.00%31,265CommonNONE
921910733ESGVVANGUARD WORLD FD$1.3M0.98%11,288CommonNONE
921937835BNDVANGUARD BD INDEX FDS$1.3M0.95%17,480CommonNONE
46641Q852JPIBJ P MORGAN EXCHANGE TRADED F$1.3M0.94%26,330CommonNONE
891160509TDTORONTO DOMINION BK ONT$1.2M0.88%15,010CommonNONE
25434V716DFSUDIMENSIONAL ETF TRUST$1.1M0.84%26,976CommonNONE
46434G863ESGEISHARES INC$1.1M0.79%24,735CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$992,5370.73%27,305CommonNONE
46435U663ESMLISHARES TR$807,2610.59%17,907CommonNONE
464288224ICLNISHARES TR$754,0240.55%48,710CommonNONE
46138E263CGWINVESCO EXCH TRADED FD TR II$706,0990.52%10,992CommonNONE
922908744VTVVANGUARD INDEX FDS$705,8470.52%3,785CommonNONE
172967424CCITIGROUP INC$652,2390.48%6,426CommonNONE
37045V100GMGENERAL MTRS CO$641,4920.47%10,521CommonNONE
922908736VUGVANGUARD INDEX FDS$635,9360.46%1,326CommonNONE
037833100AAPLAPPLE INC$602,9670.44%2,368CommonNONE
G68707101PAGSPAGSEGURO DIGITAL LTD$594,5800.43%59,458CommonNONE
25434V302DFAEDIMENSIONAL ETF TRUST$587,5620.43%18,635CommonNONE
594918104MSFTMICROSOFT CORP$578,0470.42%1,116CommonNONE
46435G326IDEVISHARES TR$571,1310.42%7,124CommonNONE
375558103GILDGILEAD SCIENCES INC$567,3980.41%5,112CommonNONE
922908751VBVANGUARD INDEX FDS$545,7110.40%2,146CommonNONE
02079K305GOOGLALPHABET INC$545,3520.40%2,243CommonNONE
47103U209JSMDJANUS DETROIT STR TR$543,1550.40%6,496CommonNONE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$539,7690.39%9,055CommonNONE
464287226AGGISHARES TR$532,7290.39%5,314CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$521,5370.38%9,626CommonNONE
226718104CRTOCRITEO S A$508,7710.37%22,512CommonNONE
33739P855FPEIFIRST TR EXCH TRADED FD III$501,6020.37%25,936CommonNONE
92189F429PFXFVANECK ETF TRUST$484,6950.35%27,276CommonNONE
92189F486FLTRVANECK ETF TRUST$480,5880.35%18,795CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$477,5180.35%18,129CommonNONE
810648105SCPHSCPHARMACEUTICALS INC$471,3640.34%83,133CommonNONE
58733R102MELIMERCADOLIBRE INC$465,0510.34%199CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$456,0140.33%685CommonNONE
11285B108BEPCBROOKFIELD RENEWABLE CORP$455,4110.33%13,231CommonNONE
20030N101CMCSACOMCAST CORP NEW$426,5580.31%13,576CommonNONE
922907746VTEBVANGUARD MUN BD FDS$415,3810.30%8,296CommonNONE
67092P607NUSCNUSHARES ETF TR$401,8830.29%9,113CommonNONE
G5960L103MDTMEDTRONIC PLC$395,0560.29%4,148CommonNONE
464288158SUBISHARES TR$393,3780.29%3,684CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$379,0660.28%754CommonNONE
37940X102GPNGLOBAL PMTS INC$363,1430.27%4,371CommonNONE
79466L302CRMSALESFORCE INC$359,0620.26%1,515CommonNONE
316092527FSMDFIDELITY COVINGTON TRUST$354,8530.26%8,063CommonNONE
922908553VNQVANGUARD INDEX FDS$352,3050.26%3,854CommonNONE
922042676VNQIVANGUARD INTL EQUITY INDEX F$340,2730.25%7,128CommonNONE
46435G474FALNISHARES TR$332,6660.24%11,975CommonNONE
46435G250HYDBISHARES TR$329,3650.24%6,884CommonNONE
464288802SUSAISHARES TR$328,8160.24%2,424CommonNONE
422819102HSIHEIDRICK & STRUGGLES INTL IN$311,1840.23%6,252CommonNONE
922475108VEEVVEEVA SYS INC$307,1450.22%1,031CommonNONE
46432F842IEFAISHARES TR$306,6960.22%3,513CommonNONE
46436E544XJRISHARES TR$302,2370.22%7,101CommonNONE
09290D101BLKBLACKROCK INC$276,3110.20%237CommonNONE
67066G104NVDANVIDIA CORPORATION$273,7130.20%1,467CommonNONE
46434G103IEMGISHARES INC$271,9880.20%4,126CommonNONE
410345102HN9HANESBRANDS INC$257,4450.19%39,066CommonNONE
478160104JNJJOHNSON & JOHNSON$243,2710.18%1,312CommonNONE
46090E103QQQINVESCO QQQ TR$233,7950.17%389CommonNONE
00206R102TAT&T INC$226,9880.17%8,038CommonNONE
532457108LLYELI LILLY & CO$221,2700.16%290CommonNONE
980228308WDSWOODSIDE ENERGY GROUP LTD$220,0010.16%14,618CommonNONE
87161C501SYU1SYNOVUS FINL CORP$213,8420.16%4,357CommonNONE
02079K107GOOGALPHABET INC$200,3000.15%822CommonNONE
535219109LINDLINDBLAD EXPEDITIONS HLDGS I$165,5040.12%12,930CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.