Arkolith/Funds/Ballentine Capital Advisors, Inc

Ballentine Capital Advisors, Inc

CIK 2011580
Holdings as of Jun 30, 2026·disclosed Jul 23, 2026·~23-day 13F lag·13F-HR
Active Filer

Ballentine Capital Advisors, Inc holds a concentrated book of 26 reported positions worth $265.4M as of Q2 2026 (disclosed Jul 23, 2026, a ~23-day 13F lag). This quarter they opened Vanguard Small-Cap ETF and trimmed Dimensional US Core Equity 2. Their largest long position is Dimensional US Core Equity 2 at 26% of the reported non-option book. Cloning the disclosed picks since 2024 would be +29% (+15.2%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+29.3%
+15.2%/yr · since Nov '24
Their reported book
+26.8%
held from quarter-end
S&P 500
+32.1%
same window
$9K$10K$11K$12K$13KNov '24Apr '25Aug '25Dec '25Apr '26Sep '26
Ballentine Capital Advisors, Inc (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 2.6 points over this window.

Growth of $10,000 cloning Ballentine Capital Advisors, Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~23 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: concentrated book

Top 5 holdings
67%
Top 10 holdings
93%
Top 20 holdings
99%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

0% mapped to company sectors

ETFs / funds
100%

+1 sector below the cut, under 0.5% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Ballentine Capital Advisors, Inc

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC2 / 26$2.9B
Donor Advised Charitable Giving, Inc.5 / 26$4.4B
Pandi, LLC2 / 26$648.0M
Ironclad Investments LLC2 / 26$227.9M
Swiss Re Ltd3 / 26$993.6M
Amtrust Financial Services, Inc.3 / 26$272.5M
P/E Global LLC4 / 26$1.3B
Dumac, Inc.2 / 26$852.1M

Ranked by the share of each fund's own book sitting in the names it shares with Ballentine Capital Advisors, Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

26 positions
#SecurityValueShares% PortLast moveHistory
1Dimensional ETF Trust
US COR EQU 2 ETF
$68.3M1.54M
25.7%
−1.7%
Reduced · −26K sh
2Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$35.3M496.0K
13.3%
−2.7%
Reduced · −14K sh
3Vanguard BD Index FDS
INTERMED TERM
$31.0M404.0K
11.7%
+11%
Added · +39K sh
4Vanguard Index FDS
S&P 500 ETF SHS
$21.6M31.5K
8.2%
−3.3%
Reduced · −1K sh
5Dimensional ETF Trust
EMERGING MKTS CO
$20.9M514.8K
7.9%
−5.3%
Reduced · −29K sh
6Vanguard Charlotte FDS
TOTAL INT BD ETF
$18.0M370.7K
6.8%
+11%
Added · +36K sh
7Dimensional ETF Trust
INTL SMALL CAP E
$16.9M483.1K
6.4%
−2.0%
Reduced · −10K sh
8Ishares TR
ISHS 1-5YR INVS
$11.9M227.1K
4.5%
+11%
Added · +23K sh
9Dimensional ETF Trust
US SMALL CAP ETF
$11.5M296.9K
4.3%
+0.7%
Added · +2K sh
10Dimensional ETF Trust
US SMALL CAP ETF
$10.9M132.3K
4.1%
+1.6%
Added · +2K sh
11American Centy ETF TR
INTL SMCP VLU
$6.3M61.0K
2.4%
−4.5%
Reduced · −3K sh
12J P Morgan Exchange Traded F
ULTRA SHRT ETF
$3.5M69.4K
1.3%
+5.6%
Added · +4K sh
13Flexshares TR
MORNSTAR USMKT
$3.2M11.6K
1.2%
−4.5%
Reduced · −552 sh
14Dimensional ETF Trust
INTL CORE EQT MK
$1.3M30.5K
0.5%
−1.0%
Reduced · −307 sh
15Ishares TR
CORE S&P SCP ETF
$580K3.9K
0.2%
−4.8%
Reduced · −198 sh
16Ishares TR
S&P 500 VAL ETF
$566K2.5K
0.2%
Held
17Vanguard BD Index FDS
VANGUARD ULTRA
$524K10.5K
0.2%
−8.2%
Reduced · −936 sh
18Vanguard Index FDS
SM CP VAL ETF
$488K2.0K
0.2%
−0.7%
Reduced · −15 sh
19Ishares TR
CORE S&P500 ETF
$478K638
0.2%
Held
20Vanguard BD Index FDS
SHORT TRM BOND
$406K5.2K
0.2%
−8.4%
Reduced · −476 sh
21Ishares TR
INTRM GOV CR ETF
$404K3.8K
0.2%
−15%
Reduced · −684 sh
22Nvidia Corporation
COM
$382K1.9K
0.1%
−2.4%
Reduced · −46 sh
23Ishares TR
MICRO-CAP ETF
$253K1.3K
0.1%
Held
24SPDR Series Trust
ST STR SP600SM C
$244K2.2K
0.1%
−5.8%
Reduced · −138 sh
25Vanguard Index FDS
SMALL CP ETF
$211K696
0.1%
New
New position
26Ishares TR
EAFE VALUE ETF
$211K2.8K
0.1%
Held
Showing all 26 positions
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Filing history

As-of date vs the date the SEC received each filing

$265.4M · Q2 2026Q3 2024 · $199.4MQ2 2026 · $265.4M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 23, 202623d26$265.4M13F-HR
Q1 2026Mar 31, 2026Apr 17, 202617d27$241.6M13F-HR
Q4 2025Dec 31, 2025Feb 2, 202633d25$237.4M13F-HR
Q3 2025Sep 30, 2025Oct 21, 202521d26$226.2M13F-HR
Q2 2025Jun 30, 2025Sep 3, 202565d26$210.9M13F-HR
Q1 2025Mar 31, 2025Apr 28, 202528d29$197.1M13F-HR
Q4 2024Dec 31, 2024Feb 26, 202557d29$193.1M13F-HR
Q3 2024Sep 30, 2024Nov 19, 202450d29$199.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.