Balance Wealth Partners LLC

Q3 2026 13F Holdings

Location
Worthington, OH
Holdings as of
9/30/2026
Value ($000)
$416,507
Num holdings
1,019
Date filed
10/27/2026
Form type
13F-HR
Prev filing
7/22/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type