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Balanced Rock Investment Advisor
Balanced Rock Investment Advisors LLC is a Registered Investment Advisor (RIA) headquartered in Roslindale, Massachusetts. Founded to serve individuals and families, the firm provides comprehensive asset management and related advisory services to clients both in Massachusetts and nationally. The firm is led by experienced professionals and is registered with the Commonwealth of Massachusetts and the SEC. Employee count appears to be modest, typical for boutique advisory practices. BRIA focuses on delivering highly personalized investment strategies and financial counseling.
Investment Strategy
Balanced Rock Investment Advisors LLC specializes in individualized, client-centered asset management and related services. As an RIA, the firm crafts investment strategies tailored to each client's unique financial goals, risk tolerance, and time horizon. BRIA's approach utilizes diversified portfolios, seeking to balance growth and risk for clients, and emphasizes education, transparency, and personal engagement throughout the investment process. The firm does not offer proprietary products, ensuring that advice and investment recommendations align with clients’ best interests, and regularly informs clients about its philosophy, methods, and performance through ongoing disclosure and communication.
Latest 13F Filing Activity
Balanced Rock Investment Advisor filed their most recent 13F report on Jun 30, 2025 disclosing 95 equity positions with a total 13F market value of $127M. The fund increased holdings in Morgan Stanley Etf Trust, Invesco Exchange Traded FD T, Dimensional Etf Trust among other positions. Balanced Rock Investment Advisor reduced exposure to Vanguard Mun BD FDS, Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (95)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFSI | DIMENSIONAL ETF TRUST | 6.37% | $8.1M | 206,030 | $33.04 | $39.41 | +$1.1M |
U USXF | ISHARES TR | 4.96% | $6.3M | 117,136 | $43.73 | $53.93 | -$2.4M |
E EVTR | MORGAN STANLEY ETF TRUST | 4.87% | $6.2M | 121,997 | $50.87 | $50.87 | +$6.2M |
R RAFE | PIMCO EQUITY SER | 4.51% | $5.8M | 150,806 | $34.18 | $38.14 | +$1.7M |
E ESGU | ISHARES TR | 3.61% | $4.6M | 33,974 | $115.34 | $135.30 | +$1.4M |
Industry Allocation
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