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Balance Wealth, LLC

All holdings · as of Dec 31, 2025

143 positions

CompanyClassValueShares% of portfolio
ADVANCED DRAINAGE SYSTEMS, INC.—$457.8K3,1610.1%
FIRST TR EXCHANGE-TRADED FD—$464.4K5,0200.1%
ISHARES TR—$469.9K1,3700.2%
iShares MSCI UAE ETF—$471.1K5,0040.2%
BONDBLOXX ETF TRUST—$490.4K9,6910.2%
ISHARES TR—$506.0K8,1410.2%
Vistra Corp.—$512.1K3,1740.2%
Meta Platforms Inc—$513.6K7780.2%
FIRST TR EXCHANGE TRADED FD—$523.8K4,0260.2%
INNOVATOR ETFS TRUST—$534.6K19,1950.2%
FIRST TR EXCHANGE TRADED FD—$538.1K7,7460.2%
ISHARES TR—$539.1K7,5490.2%
FIRST TR EXCHANGE-TRADED FD—$545.0K2,0250.2%
FIRST TR EXCHANGE TRADED FD—$573.5K8,0260.2%
CareTrust REIT, Inc.—$579.5K16,0260.2%
VANGUARD MUN BD FDS—$583.0K11,5920.2%
Alphabet Inc.—$620.0K1,9810.2%
FIDELITY COVINGTON TRUST—$627.1K2,7910.2%
SIMPLIFY EXCHANGE TRADED FUN—$680.1K32,8550.2%
VANGUARD WORLD FD—$707.3K9380.2%
Warren E. Buffett—$737.9K1,4680.2%
ISHARES TR—$755.3K11,0110.2%
ISHARES TR—$758.2K7,9630.2%
INNOVATOR ETFS TRUST—$770.8K23,0010.2%
ISHARES TR—$773.6K1,1290.2%
JANUS DETROIT STR TR—$883.8K17,4720.3%
EA SERIES TRUST—$923.9K20,9570.3%
ISHARES TR—$924.9K7,6960.3%
DIMENSIONAL ETF TRUST—$934.7K27,1250.3%
ISHARES TR—$1.04M8,4720.3%
FIDELITY COVINGTON TRUST—$1.06M27,9650.3%
VANECK ETF TRUST—$1.09M62,2920.4%
DBX ETF TR—$1.10M17,5960.4%
ISHARES TR—$1.11M10,3600.4%
ISHARES TR—$1.17M10,2320.4%
NVIDIA Corp—$1.18M6,3320.4%
VANGUARD SCOTTSDALE FDS—$1.21M14,5010.4%
VANECK ETF TRUST—$1.23M11,8300.4%
Tesla Inc—$1.24M2,7470.4%
INNOVATOR ETFS TRUST—$1.31M35,8090.4%
Ensign Group Inc/The—$1.41M8,1130.5%
SPDR SERIES TRUST—$1.42M55,0390.5%
Amazon.com Inc—$1.54M6,6720.5%
COLUMBIA ETF TR I—$1.54M37,7160.5%
ISHARES TR—$1.56M4,1720.5%
J P MORGAN EXCHANGE TRADED F—$1.57M33,1530.5%
TRUST FOR PROFESSIONAL MANAG—$1.59M83,8610.5%
ISHARES INC—$1.64M22,4980.5%
ISHARES TR—$1.66M15,8240.5%
iShares MSCI UAE ETF—$1.66M8,3810.5%
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