BALANCED WEALTH GROUP LLC
Q3 2025 13F Holdings
- Locationwestlake, OH
- Num holdings
69
- Value ($000)
$227,712
- Date Filed 10/27/2025
- Form type13F-HR
- CIK 0002009783
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
S SPDR SERIES TRUST | PRTFLO S&P500 VL | 78464A508 | $40.51M | 18 % | 767,979 | ||
N INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $26.01M | 11 % | 47,555 | ||
K SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | $23.31M | 10 % | 248,075 | ||
A APPLE INC | COM | 037833100 | $13.02M | 6 % | 62,658 | ||
M SPDR SERIES TRUST | S&P 400 MDCP VAL | 78464A839 | $12.27M | 5 % | 151,703 | ||
M SPDR SERIES TRUST | S&P 400 MDCP GRW | 78464A821 | $11.78M | 5 % | 134,810 | ||
SPDR SERIES TRUST | S&P 600 SMCP VAL | 78464A300 | $10.36M | 5 % | 126,589 | ||
S SPDR SERIES TRUST | S&P 600 SMCP GRW | 78464A201 | $9.93M | 4 % | 111,227 | ||
V VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $9.03M | 4 % | 134,289 | ||
E EATON VANCE TAX-MANAGED BUY- | COM | 27828Y108 | $7.67M | 3 % | 555,976 |
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