Balance Wealth, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| INVESCO QQQ TR | $28.17M | 9.0% |
| J P MORGAN EXCHANGE TRADED F | $27.16M | 8.7% |
| SELECT SECTOR SPDR TR | $16.67M | 5.4% |
| VANGUARD INDEX FDS | $16.50M | 5.3% |
| iShares MSCI UAE ETF | $16.43M | 5.3% |
| VANGUARD MALVERN FDS | $14.76M | 4.7% |
| SCHWAB STRATEGIC TR | $14.17M | 4.5% |
| VANGUARD INDEX FDS | $10.11M | 3.2% |
| 2023 ETF SERIES TRUST | $7.37M | 2.4% |
| VANGUARD SCOTTSDALE FDS | $6.49M | 2.1% |
| ISHARES TR | $6.43M | 2.1% |
| WELLS FARGO & COMPANY/MN | $5.60M | 1.8% |
| DIMENSIONAL ETF TRUST | $4.35M | 1.4% |
| VANGUARD SCOTTSDALE FDS | $4.16M | 1.3% |
| ISHARES TR | $4.12M | 1.3% |
| MICROSOFT CORP | $3.95M | 1.3% |
| ISHARES TR | $3.95M | 1.3% |
| VANGUARD BD INDEX FDS | $3.76M | 1.2% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $2.93M | 0.9% |
| BONDBLOXX ETF TRUST | $2.87M | 0.9% |
| iShares MSCI UAE ETF | $2.86M | 0.9% |
| BITWISE BITCOIN ETF TR | $2.73M | 0.9% |
| BONDBLOXX ETF TRUST | $2.57M | 0.8% |
| Global X Artificial Intelligence & Technology ETF | $2.53M | 0.8% |
| ISHARES TR | $2.53M | 0.8% |
| DIMENSIONAL ETF TRUST | $2.50M | 0.8% |
| Apple Inc. | $2.42M | 0.8% |
| JPMORGAN CHASE & CO | $2.35M | 0.8% |
| INVESCO EXCHANGE TRADED FD T | $2.34M | 0.8% |
| SPDR SERIES TRUST | $2.28M | 0.7% |
| AMERICAN CENTY ETF TR | $2.28M | 0.7% |
| INNOVATOR ETFS TRUST | $2.19M | 0.7% |
| SPDR SERIES TRUST | $2.14M | 0.7% |
| Intuitive Surgical Inc | $2.13M | 0.7% |
| SPDR S&P 500 ETF TR | $2.05M | 0.7% |
| GLOBAL X FDS | $1.97M | 0.6% |
| J P MORGAN EXCHANGE TRADED F | $1.96M | 0.6% |
| iShares MSCI UAE ETF | $1.82M | 0.6% |
| DIMENSIONAL ETF TRUST | $1.76M | 0.6% |
| SPDR SERIES TRUST | $1.74M | 0.6% |
| Alphabet Inc. | $1.74M | 0.6% |
| ISHARES TR | $1.69M | 0.5% |
| DIMENSIONAL ETF TRUST | $1.69M | 0.5% |
| iShares MSCI UAE ETF | $1.66M | 0.5% |
| ISHARES TR | $1.66M | 0.5% |
| ISHARES INC | $1.64M | 0.5% |
| TRUST FOR PROFESSIONAL MANAG | $1.59M | 0.5% |
| J P MORGAN EXCHANGE TRADED F | $1.57M | 0.5% |
| ISHARES TR | $1.56M | 0.5% |
| COLUMBIA ETF TR I | $1.54M | 0.5% |