Balance Wealth, LLC

13F Portfolio Filings

Most recent 13F
Q3 2025
Location
Delaware, OH
CIK
0002065247
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2025 133 404,848 QQQ, IJJ, XLV, JPEF 13F-HR 10/20/2025 000175496025000688
Q2 2025 101 170,774 JPEF, SCHX, VOO, VPLS 13F-HR 8/13/2025 000175496025000599
Q1 2025 110 153,892 SCHX, JPEF, RECS, VOO 13F-HR 4/23/2025 000175496025000245