BALANCED WEALTH GROUP LLC - Portfolio overview

BALANCED WEALTH GROUP LLC has 76 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPYV - SPDR SERIES TRUST, 16.34%
2. QQQ - INVESCO QQQ TR, 9.18%
3. SPYG - SPDR SERIES TRUST, 9.06%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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