Institutions / Balanced Wealth Group LLC
Balanced Wealth Group LLC
CIK 2009783 · Institution · as of Dec 31, 2025
Portfolio value
$273.30M
Positions
72
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 72 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR Series Trust | $43.78M | 16.0% |
| Invesco Qqq Tr | $28.47M | 10.4% |
| SPDR Series Trust | $26.77M | 9.8% |
| Apple Inc. | $15.93M | 5.8% |
| Principal Exchange Traded Fd | $13.79M | 5.0% |
| SPDR Series Trust | $13.12M | 4.8% |
| SPDR Series Trust | $12.85M | 4.7% |
| SPDR Series Trust | $11.62M | 4.3% |
| SPDR Series Trust | $10.95M | 4.0% |
| Schwab Strategic Tr | $10.62M | 3.9% |
| Vanguard Intl Equity Index F | $9.63M | 3.5% |
| Eaton Vance Tax-Managed Buy- | $8.15M | 3.0% |
| Vanguard Index Fds | $5.18M | 1.9% |
| Vanguard Index Fds | $5.14M | 1.9% |
| First Tr Exchange-Traded Fd | $5.11M | 1.9% |
| Vanguard Admiral Fds Inc | $4.10M | 1.5% |
| Schwab Strategic Tr | $4.08M | 1.5% |
| iShares Tr | $3.59M | 1.3% |
| iShares Tr | $3.04M | 1.1% |
| iShares Tr | $2.66M | 1.0% |
| SPDR Gold Tr | $2.64M | 1.0% |
| Invesco Exchange Traded Fd T | $2.19M | 0.8% |
| Vanguard Admiral Fds Inc | $1.80M | 0.7% |
| Vanguard Index Fds | $1.40M | 0.5% |
| FirstEnergy Corp | $1.30M | 0.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.