Balance Wealth, LLC
13F Portfolio Filings
Most recent 13F Q2 2026Location worthington, OHCIK 0002065247Alternate names Balance Wealth Partners LLCAll SEC filings
Q2 2026 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
165 | $376M | NDQ, VOO, JPEF, VPLS | 13F-HR | Jul 21, 2026 | 000175496026000596 | ||
149 | $322.08M | NDQ, VOO, JPEF, VPLS | 13F-HR | Apr 20, 2026 | 000175496026000281 | ||
143 | $311.58M | NDQ, JPEF, XLV, VOO | 13F-HR | Jan 21, 2026 | 000175496026000102 | ||
133 | $404.85M | NDQ, IJJ, XLV, JPEF | 13F-HR | Oct 20, 2025 | 000175496025000688 | ||
101 | $170.78M | JPEF, SCHX, VOO, VPLS | 13F-HR | Aug 13, 2025 | 000175496025000599 | ||
110 | $153.89M | SCHX, JPEF, RECS, VOO | 13F-HR | Apr 23, 2025 | 000175496025000245 |