BALANCED WEALTH GROUP LLC
BALANCED WEALTH GROUP LLC reported 78 positions worth $316.3M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: SPYV (15.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPYV | SH | $50.2M | 15.88% | 827,687 | — | — | |
| ▸ 2 | QQQ | SH | $31.3M | 9.91% | 42,554 | — | — | |
| ▸ 3 | SPYG | SH | $31.1M | 9.82% | 261,997 | — | — | |
| ▸ 4 | AAPL | SH | $18.6M | 5.89% | 64,348 | — | — | |
| ▸ 5 | YLD | SH | $16.4M | 5.19% | 860,404 | — | — | |
| ▸ 6 | FNDE | SH | $12.5M | 3.95% | 314,528 | — | — | |
| ▸ 7 | VEU | SH | $11.5M | 3.62% | 136,852 | — | — | |
| ▸ 8 | IVOV | SH | $10.2M | 3.21% | 89,036 | — | — | |
| ▸ 9 | IVOG | SH | $9.7M | 3.06% | 66,125 | — | — | |
| ▸ 10 | ETV | SH | $9.2M | 2.90% | 617,433 | — | — |
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Frequently Asked Questions
What stocks does BALANCED WEALTH GROUP LLC hold as of Q2 2026?
BALANCED WEALTH GROUP LLC reported 78 positions worth $316.3M in its Q2 2026 13F filing. Largest positions: SPYV (15.9%), QQQ (9.9%), SPYG (9.8%), AAPL (5.9%) and YLD (5.2%).
What did BALANCED WEALTH GROUP LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did BALANCED WEALTH GROUP LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.