Balance Wealth, LLC Portfolio Holdings

Balance Wealth, LLC has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $312 Billion distributed in 143 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 $28.2B, J P Morgan Exchange Traded F with a value of $27.2B, Select Sector Spdr Fund Health with a value of $16.7B, Vanguard Index Fds S&P 500 ETF with a value of $16.5B, and Ishares S&P Midcap 400 Value E with a value of $16.4B.

Examining the 13F form we can see an decrease of $93.3B in the current position value, from $405B to 312B.

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.