BALANCED WEALTH GROUP LLC - Portfolio Stock Holdings

BALANCED WEALTH GROUP LLC disclosed 85 stock positions in a recent SEC 13F filing. $325,638,649 of stock holdings were filed, with the largest holdings including SPYV, SPYG, and QQQ. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $494,073,639 and has 12 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.