BALANCED WEALTH GROUP LLC
Q1 2026 13F Holdings
- Locationwestlake, OH
- Num holdings
73
- Value ($000)
$279,414
- Date Filed 04/23/2026
- 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 Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUST | STATE STREET SPD | 78464A508 | $45.81M | 16 % | 811,411 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $25.73M | 9 % | 44,576 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A409 | $25.39M | 9 % | 260,288 | ||
APPLE INC | COM | 037833100 | $15.82M | 6 % | 62,348 | ||
PRINCIPAL EXCHANGE TRADED FD | ACTIVE HIGH YL | 74255Y102 | $15.61M | 6 % | 823,074 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A821 | $13.84M | 5 % | 144,257 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A839 | $13.72M | 5 % | 161,121 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A300 | $12.02M | 4 % | 127,046 | ||
SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | 808524730 | $11.81M | 4 % | 308,618 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A201 | $11.5M | 4 % | 119,039 |
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