BALANCED WEALTH GROUP LLC: 13F holdings
CIK 20097832026Q2
| Positions | 78 |
|---|
| Reported value | $316.3m |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 78 (+5 vs prior quarter) |
|---|
| Reported value | $316.3m (+13.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYV SPDR SERIES TRUST | 827,687 | $50.2m | 15.9% |
| QQQ INVESCO QQQ TR | 42,554 | $31.3m | 9.9% |
| SPYG SPDR SERIES TRUST | 261,997 | $31.1m | 9.8% |
| AAPL APPLE INC | 64,348 | $18.6m | 5.9% |
| YLD PRINCIPAL EXCHANGE TRADED FD | 860,404 | $16.4m | 5.2% |
| FNDE SCHWAB STRATEGIC TR | 314,528 | $12.5m | 3.9% |
| VEU VANGUARD INTL EQUITY INDEX F | 136,852 | $11.5m | 3.6% |
| IVOV VANGUARD ADMIRAL FDS INC | 89,036 | $10.2m | 3.2% |
| IVOG VANGUARD ADMIRAL FDS INC | 66,125 | $9.7m | 3.1% |
| ETV EATON VANCE TAX-MANAGED BUY- | 617,433 | $9.2m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2009783")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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