Balance Wealth, LLC
13F Portfolio Filings
Most recent 13F
Q2 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
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