BALANCED WEALTH GROUP LLC
13F Portfolio Filings
Most recent 13F Q4 2025Location westlake, OHCIK 0002009783All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
72 | $273.3M | SPYV, NDQ, KRE, AAPL | 13F-HR | Jan 13, 2026 | 000195175726000052 | ||
69 | $227.71M | SPYV, NDQ, KRE, AAPL | 13F-HR | Oct 27, 2025 | 000195175725001205 | ||
70 | $230.28M | SPYV, NDQ, KRE, AAPL | 13F-HR | Aug 13, 2025 | 000195175725001075 | ||
65 | $206.9M | SPYV, NDQ, KRE, AAPL | 13F-HR | Apr 15, 2025 | 000195175725000368 | ||
67 | $222.82M | SPYV, NDQ, KRE, AAPL | 13F-HR | Feb 10, 2025 | 000195175725000219 | ||
66 | $225.99M | SPYV, NDQ, KRE, AAPL | 13F-HR | Oct 28, 2024 | 000195175724001131 | ||
68 | $219.84M | SPYV, NDQ, KRE, AAPL | 13F-HR | Aug 13, 2024 | 000195175724000744 | ||
70 | $224.48M | SPYV, NDQ, KRE, AAPL | 13F-HR | May 13, 2024 | 000195175724000466 | ||
64 | $192.38M | NDQ, SPYV, AAPL, IJR | 13F-HR | Feb 6, 2024 | 000195175724000214 |