Balance Wealth Partners LLC: 13F holdings
CIK 20652472026Q2
| Positions | 165 |
|---|
| Reported value | $376.0m |
|---|
| Filed | 2026-07-22 |
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Change since last quarter
| Positions | 165 (+16 vs prior quarter) |
|---|
| Reported value | $376.0m (+16.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| QQQ INVESCO QQQ TR | 52,718 | $38.8m | 10.3% |
| VOO VANGUARD INDEX FDS | 49,154 | $33.8m | 9.0% |
| JPEF J P MORGAN EXCHANGE TRADED F | 274,373 | $22.0m | 5.9% |
| VPLS VANGUARD MALVERN FDS | 206,733 | $16.0m | 4.3% |
| XLV SELECT SECTOR SPDR TR | 89,514 | $14.2m | 3.8% |
| GRNY TIDAL TRUST I | 501,752 | $13.9m | 3.7% |
| VBR VANGUARD INDEX FDS | 50,737 | $12.3m | 3.3% |
| SCHX SCHWAB STRATEGIC TR | 386,171 | $11.4m | 3.0% |
| IJJ ISHARES TR | 72,677 | $10.7m | 2.9% |
| QQQM INVESCO EXCH TRADED FD TR II | 30,509 | $9.2m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2065247")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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