Balance Wealth, LLC Portfolio Holdings

Balance Wealth, LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $405 Billion distributed in 133 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $70.8B, Ishares S&P Midcap 400 Value E with a value of $32.6B, Select Sector Spdr Fund Health with a value of $29.9B, J P Morgan Exchange Traded F with a value of $25.5B, and Vanguard Small Cap Value ETF with a value of $21B.

Examining the 13F form we can see an increase of $234B in the current position value, from $171B to 405B.

Balance Wealth, LLC is based out at Delaware, OH

Below you can find more details about Balance Wealth, LLC portfolio as well as his latest detailed transactions.