Balance Wealth Partners LLC - Portfolio Stock Holdings
Balance Wealth Partners LLC disclosed 165 stock positions in a recent SEC 13F filing. $375,996,907 of stock holdings were filed, with the largest holdings including QQQ, VOO, and JPEF. This filing represented positions held on June 30, 2026, and was filed today.Report Period:
June 30, 2026No. of Stocks:
165Est. Stock Holding Value:
$375,996,907Top Stock Holdings By Sector
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Portfolio Stock Holdings - Balance Wealth Partners LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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Change (Shares)
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Change (USD)
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% Change
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