Balance Wealth, LLC Portfolio Holdings

Balance Wealth, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $171 Billion distributed in 101 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded F with a value of $22.9B, Schwab Strategic Tr Us Large C with a value of $13.3B, Vanguard Index Fds S&P 500 ETF with a value of $9.53B, Vanguard Malvern Fds with a value of $9.02B, and 2023 ETF Series Trust with a value of $5.33B.

Examining the 13F form we can see an increase of $16.9B in the current position value, from $154B to 171B.

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.