Balance Wealth, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2065247
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13F Reported Value
ⓘ$376.0M
Holdings
165
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Balance Wealth, LLC disclosed 165 positions worth $376.0M in its Form 13F-HR for Q2 2026, led by $QQQ (INVESCO QQQ TRUST, SERIES 1) at 10.3% of the equity portfolio. During the quarter the fund opened 30 new positions and exited 14. The portfolio is most concentrated in Other (84.6% of disclosed assets). All figures are sourced directly from Balance Wealth, LLC’s Form 13F-HR filing with the SEC under CIK 2065247.
AI Fund Analysis
Concentrating
$QQQ10.3% weight
Held 6 quarters
VANGUARD INDEX FDS - S&P 5
9.0% weight
Held 6 quarters
J P MORGAN EXCHANGE TRADED
5.9% weight
Held 6 quarters
VANGUARD MALVERN FDS - COR
4.3% weight
Held 6 quarters
SELECT SECTOR SPDR TR - ST
3.8% weight
Held 4 quarters
VANGUARD MALVERN FDS - COR
5 quarters accumulating
$MSFT5 quarters accumulating
$JPM5 quarters accumulating
$SPY5 quarters accumulating
J P MORGAN EXCHANGE TRADED
5 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyHealthcareConsumer DiscretionaryIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$38.8M52,718 sh VANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$33.8M49,154 shJ P MORGAN EXCHANGE TRADED F - EQUITY FOCUS ETF
—Quality
$22.0M274,373 shVANGUARD MALVERN FDS - CORE-PLUS BD ETF
—Quality
$16.0M206,733 shSELECT SECTOR SPDR TR - ST STR CARE ETF
—Quality
$14.2M89,514 shTIDAL TRUST I - FUND GRAN US ETF
—Quality
$13.9M501,752 shVANGUARD INDEX FDS - SM CP VAL ETF
—Quality
$12.3M50,737 shSCHWAB STRATEGIC TR - US LRG CAP ETF
—Quality
$11.4M386,171 shISHARES TR - S&P MC 400VL ETF
—Quality
$10.7M72,677 sh- —
Quality
$9.2M30,509 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $38.8M | 52,718 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $33.8M | 49,154 |
| J P MORGAN EXCHANGE TRADED F - EQUITY FOCUS ETF | — | $22.0M | 274,373 |
| VANGUARD MALVERN FDS - CORE-PLUS BD ETF | — | $16.0M | 206,733 |
| SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $14.2M | 89,514 |
| TIDAL TRUST I - FUND GRAN US ETF | — | $13.9M | 501,752 |
| VANGUARD INDEX FDS - SM CP VAL ETF | — | $12.3M | 50,737 |
| SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $11.4M | 386,171 |
| ISHARES TR - S&P MC 400VL ETF | — | $10.7M | 72,677 |
 Invesco Ltd.$IVZ | — | $9.2M | 30,509 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Balance Wealth, LLC's 165 positions.
Showing top 10 of 165 holdings.
Sector Allocation
Other
$318.3M
Financials
$24.4M
Technology
$17.3M
Healthcare
$6.5M
Consumer Discretionary
$3.3M
Industrials
$3.2M
Materials
$858,839
Real Estate
$788,870
Top Holdings — Balance Wealth, LLC (Q2 2026)
Top 150 of 165 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $38.8M | 10.3% | +5% | — |
| 2 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $33.8M | 9.0% | +22% | — |
| 3 | — | J P MORGAN EXCHANGE TRADED F - EQUITY FOCUS ETF | $22.0M | 5.9% | +2% | — |
| 4 | — | VANGUARD MALVERN FDS - CORE-PLUS BD ETF | $16.0M | 4.3% | +9% | — |
| 5 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $14.2M | 3.8% | -3% | — |
| 6 | — | TIDAL TRUST I - FUND GRAN US ETF | $13.9M | 3.7% | +0% | — |
| 7 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $12.3M | 3.3% | +3% | — |
| 8 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $11.4M | 3.0% | +1% | — |
| 9 | — | ISHARES TR - S&P MC 400VL ETF | $10.7M | 2.9% | -11% | — |
| 10 | $IVZ | Invesco Ltd. | $9.2M | 2.5% | +52% | — |
| 11 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $8.7M | 2.3% | +18% | — |
| 12 | — | 2023 ETF SERIES TRUST - BRANDES INTL ETF | $8.1M | 2.2% | +6% | — |
| 13 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $7.8M | 2.1% | +8% | — |
| 14 | — | GLOBAL X FDS - ARTIFICIAL ETF | $6.8M | 1.8% | -13% | — |
| 15 | — | ISHARES TR - ISHS 5-10YR INVT | $6.5M | 1.7% | +1% | — |
| 16 |  $WFC | WELLS FARGO & COMPANY/MN | $5.0M | 1.3% | +0% | 61.8 |
| 17 | — | ISHARES TR - CORE UNIVRSL USD | $4.6M | 1.2% | +12% | — |
| 18 | — | ISHARES TR - CORE INTL AGGR | $4.3M | 1.1% | +1% | — |
| 19 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $4.2M | 1.1% | +1% | — |
| 20 | — | ISHARES TR - ESG AWR MSCI USA | $4.2M | 1.1% | -2% | — |
| 21 | — | INNOVATOR ETFS TRUST - EQUITY MNGD 100 | $4.1M | 1.1% | +1% | — |
| 22 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | $3.7M | 1.0% | +12% | — |
| 23 | — | VANGUARD BD INDEX FDS - INTERMED TERM | $3.5M | 0.9% | -6% | — |
| 24 |  $AAPL | Apple Inc. | $3.4M | 0.9% | +8% | 76.4 |
| 25 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $3.3M | 0.9% | +16% | — |
| 26 | $MSFT | MICROSOFT CORP | $3.2M | 0.9% | +4% | 79.8 |
| 27 | — | ISHARES TR - MSCI INTL VLU FT | $3.2M | 0.8% | +0% | — |
| 28 | — | ISHARES INC - MSCI EMRG CHN | $3.1M | 0.8% | +2% | — |
| 29 | — | BONDBLOXX ETF TRUST - PRIVA CR CLO ETF | $3.0M | 0.8% | +2% | — |
| 30 | $JPM | JPMORGAN CHASE & CO | $2.7M | 0.7% | +11% | 70.7 |
| 31 | — | AMERICAN CENTY ETF TR - AVA MID EQU ETF | $2.6M | 0.7% | +65% | — |
| 32 | $SPY | SPDR S&P 500 ETF TRUST | $2.5M | 0.7% | +2% | — |
| 33 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | $2.5M | 0.7% | +7% | — |
| 34 |  $BITB | Bitwise Bitcoin ETF | $2.4M | 0.6% | +8% | — |
| 35 | — | BONDBLOXX ETF TRUST - IR M TAXAWARE | $2.4M | 0.6% | -10% | — |
| 36 | $IVZ | Invesco Ltd. | $2.4M | 0.6% | -1% | — |
| 37 |  $GOOGL | Alphabet Inc. | $2.3M | 0.6% | +10% | 78.2 |
| 38 | — | ISHARES TR - GLOBAL TECH ETF | $2.3M | 0.6% | +0% | — |
| 39 |  $AMZN | AMAZON COM INC | $2.2M | 0.6% | +11% | 68.7 |
| 40 | — | TIDAL TRUST III - VIST ELEC SU ETF | $2.2M | 0.6% | NEW | — |
| 41 | — | ISHARES TR - U.S. TECH ETF | $2.1M | 0.6% | +0% | — |
| 42 | — | INNOVATOR ETFS TRUST - QUITY MANAGD FLR | $2.1M | 0.6% | +7% | — |
| 43 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $1.8M | 0.5% | +20% | — |
| 44 |  $NVDA | NVIDIA CORP | $1.8M | 0.5% | +33% | 85.9 |
| 45 | — | ISHARES TR - RUS 1000 ETF | $1.7M | 0.5% | -0% | — |
| 46 |  $ISRG | INTUITIVE SURGICAL INC | $1.7M | 0.5% | +14% | 79.9 |
| 47 | — | ISHARES TR - MSCI USA QLT FCT | $1.7M | 0.5% | -4% | — |
| 48 | — | VANECK ETF TRUST - LONG MUNI ETF | $1.6M | 0.4% | +23% | — |
| 49 |  $ENSG | ENSIGN GROUP, INC | $1.6M | 0.4% | +24% | 67.9 |
| 50 |  $TSLA | Tesla, Inc. | $1.6M | 0.4% | +20% | 53.9 |
| 51 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $1.4M | 0.4% | +5% | — |
| 52 | — | ISHARES TR - 0-5 YR TIPS ETF | $1.4M | 0.4% | +34% | — |
| 53 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | $1.3M | 0.3% | -29% | — |
| 54 | — | SPDR SERIES TRUST - ST STR AGGRE ETF | $1.3M | 0.3% | -6% | — |
| 55 | — | INNOVATOR ETFS TRUST - LADDERED ALC BFR | $1.3M | 0.3% | -3% | — |
| 56 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | $1.3M | 0.3% | -6% | — |
| 57 | — | ISHARES TR - S&P 500 GRWT ETF | $1.3M | 0.3% | +7% | — |
| 58 | — | SPDR SERIES TRUST - ST STR SP600SM C | $1.2M | 0.3% | -1% | — |
| 59 | — | ISHARES TR - EAFE GRWTH ETF | $1.2M | 0.3% | -4% | — |
| 60 | — | SPDR SERIES TRUST - ST STR P400MID | $1.1M | 0.3% | +35% | — |
| 61 | — | DBX ETF TR - XTRACKRS S&P 500 | $1.1M | 0.3% | -10% | — |
| 62 | — | ISHARES TR - NATIONAL MUN ETF | $1.1M | 0.3% | +7% | — |
| 63 | — | EA SERIES TRUST - STRIVE 500 ETF | $1.0M | 0.3% | +4% | — |
| 64 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $986,096 | 0.3% | -14% | — |
| 65 |  $GOOG | Alphabet Inc. | $960,018 | 0.3% | +15% | 78.2 |
| 66 | — | VANGUARD WORLD FD - INF TECH ETF | $949,927 | 0.3% | +700% | — |
| 67 | — | ISHARES TR - CORE S&P SCP ETF | $847,878 | 0.2% | +4% | — |
| 68 |  $VRT | Vertiv Holdings Co | $775,031 | 0.2% | +8% | 81 |
| 69 | — | ISHARES TR - CORE S&P500 ETF | $773,066 | 0.2% | -0% | — |
| 70 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | $770,343 | 0.2% | -3% | — |
| 71 |  $BRK.B | BERKSHIRE HATHAWAY INC | $766,386 | 0.2% | +3% | 73.8 |
| 72 | — | ISHARES TR - EUROPE ETF | $763,510 | 0.2% | -5% | — |
| 73 | — | BONDBLOXX ETF TRUST - IR M TAX AWARE | $745,169 | 0.2% | -1% | — |
| 74 |  $CTRE | CareTrust REIT, Inc. | $742,601 | 0.2% | +15% | 74.1 |
| 75 | — | ISHARES TR - MBS ETF | $716,367 | 0.2% | -5% | — |
| 76 |  $CSCO | CISCO SYSTEMS, INC. | $709,699 | 0.2% | +9% | 70.3 |
| 77 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | $701,777 | 0.2% | -3% | — |
| 78 |  $PNTG | Pennant Group, Inc. | $668,278 | 0.2% | +12% | 62.6 |
| 79 | — | EA SERIES TRUST - ALPHA ARCH 1-3 | $645,652 | 0.2% | +75% | — |
| 80 | — | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | $626,504 | 0.2% | -1% | — |
| 81 |  $JNJ | JOHNSON & JOHNSON | $607,845 | 0.2% | +8% | 69 |
| 82 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $584,436 | 0.2% | -5% | — |
| 83 | — | ISHARES TR - EAFE VALUE ETF | $575,277 | 0.1% | +0% | — |
| 84 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $572,210 | 0.1% | -30% | — |
| 85 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $565,318 | 0.1% | -24% | — |
| 86 |  $WMT | Walmart Inc. | $564,588 | 0.1% | +15% | 60.2 |
| 87 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $553,350 | 0.1% | NEW | — |
| 88 | — | INNOVATOR ETFS TRUST - EQUITY DEFINED P | $529,675 | 0.1% | -3% | — |
| 89 | — | FIRST TR EXCHANGE-TRADED FD - CLOUD COMPUTING | $522,728 | 0.1% | -4% | — |
| 90 | — | FIRST TR EXCHANGE-TRADED FD - DJ INTERNT IDX | $519,246 | 0.1% | -3% | — |
| 91 |  $META | Meta Platforms, Inc. | $518,169 | 0.1% | +24% | 79.6 |
| 92 |  $VST | Vistra Corp. | $506,440 | 0.1% | +0% | 71.9 |
| 93 | — | SIMPLIFY EXCHANGE TRADED FUN - AGGREGATE BD ETF | $467,940 | 0.1% | -1% | — |
| 94 |  $AVGO | Broadcom Inc. | $466,737 | 0.1% | +26% | 84.5 |
| 95 | — | ISHARES TR - S&P 100 ETF | $464,262 | 0.1% | -6% | — |
| 96 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $464,198 | 0.1% | +35% | — |
| 97 | — | PIMCO ETF TR - INTER MUN BD ACT | $463,668 | 0.1% | +14% | — |
| 98 | — | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | $452,335 | 0.1% | NEW | — |
| 99 | — | FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF | $449,779 | 0.1% | -1% | — |
| 100 |  $CDNA | CareDx, Inc. | $443,175 | 0.1% | NEW | 67.5 |
| 101 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $438,892 | 0.1% | -9% | — |
| 102 | — | INNOVATOR ETFS TRUST - INTL MAN FLO ETF | $436,761 | 0.1% | +5% | — |
| 103 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $428,559 | 0.1% | -91% | — |
| 104 | — | SPDR SERIES TRUST - ST STR MSCI USAQ | $427,913 | 0.1% | -12% | — |
| 105 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $412,507 | 0.1% | +25% | — |
| 106 | — | ISHARES TR - ESG ADVAN ETF | $403,013 | 0.1% | +76% | — |
| 107 |  $MRK | Merck & Co., Inc. | $392,023 | 0.1% | +0% | 59.9 |
| 108 | — | INNOVATOR ETFS TRUST - DEFINED WLT SHLD | $389,411 | 0.1% | +10% | — |
| 109 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $388,235 | 0.1% | -3% | — |
| 110 | — | SPDR SERIES TRUST - ST STR PR SP1500 | $383,315 | 0.1% | -18% | — |
| 111 | — | COLUMBIA ETF TR I - RESH ENHNC COR | $376,873 | 0.1% | -7% | — |
| 112 |  $FCX | FREEPORT-MCMORAN INC | $371,190 | 0.1% | +0% | 62 |
| 113 | — | ISHARES TR - ESG MSCI LEADR | $367,742 | 0.1% | -12% | — |
| 114 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $365,656 | 0.1% | NEW | — |
| 115 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $361,574 | 0.1% | NEW | — |
| 116 | — | ISHARES TR - U.S. MED DVC ETF | $360,881 | 0.1% | -1% | — |
| 117 |  $XOM.R34088 | EXXON MOBIL CORP | $358,767 | 0.1% | +4% | 57.9 |
| 118 | — | ISHARES TR - MSCI USA MIN ETF | $348,891 | 0.1% | -29% | — |
| 119 |  $LRCX | LAM RESEARCH CORP | $346,140 | 0.1% | NEW | 79.4 |
| 120 | — | SPDR SERIES TRUST - ST LON TREAS ETF | $339,053 | 0.1% | -12% | — |
| 121 |  $IBIT | iShares Bitcoin Trust ETF | $337,586 | 0.1% | NEW | — |
| 122 |  $AMAT | APPLIED MATERIALS INC /DE | $326,787 | 0.1% | NEW | 72.3 |
| 123 |  $BITW | Bitwise 10 Crypto Index ETF | $326,096 | 0.1% | NEW | — |
| 124 |  $UNH | UNITEDHEALTH GROUP INC | $325,364 | 0.1% | -32% | 62.7 |
| 125 |  $LLY | ELI LILLY & Co | $323,030 | 0.1% | +21% | 87.5 |
| 126 |  $BX | Blackstone Inc. | $311,241 | 0.1% | +40% | 74.4 |
| 127 | — | ISHARES TR - CORE S&P MCP ETF | $310,375 | 0.1% | -1% | — |
| 128 |  $PII | Polaris Inc. | $307,980 | 0.1% | +0% | 32.4 |
| 129 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $303,418 | 0.1% | -3% | — |
| 130 |  $GEV | GE Vernova Inc. | $298,859 | 0.1% | NEW | 81.1 |
| 131 |  $MCD | MCDONALDS CORP | $288,358 | 0.1% | -25% | 69 |
| 132 | — | ISHARES TR - FUTU EXPO TE ETF | $285,982 | 0.1% | +7% | — |
| 133 | — | EA SERIES TRUST - STRI TOTA BD ETF | $279,273 | 0.1% | +14% | — |
| 134 |  $ASML | ASML HOLDING NV | $278,484 | 0.1% | NEW | — |
| 135 |  $GE | GENERAL ELECTRIC CO | $275,264 | 0.1% | -0% | 73.8 |
| 136 |  $ADI | ANALOG DEVICES INC | $274,838 | 0.1% | NEW | 79.2 |
| 137 | — | INVESCO EXCHANGE TRADED FD T - LARG CAP GRO ETF | $272,345 | 0.1% | -1% | — |
| 138 |  $DUK | Duke Energy CORP | $269,323 | 0.1% | -8% | 56.4 |
| 139 | — | VANGUARD INDEX FDS - GROWTH ETF | $268,466 | 0.1% | +514% | — |
| 140 | $IVZ | Invesco Ltd. | $266,719 | 0.1% | -23% | — |
| 141 |  $CAKE | CHEESECAKE FACTORY INC | $259,858 | 0.1% | NEW | 55 |
| 142 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $259,345 | 0.1% | NEW | 65.1 |
| 143 | — | SPDR SERIES TRUST - ST STR R1K LOWV | $254,044 | 0.1% | +0% | — |
| 144 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $251,926 | 0.1% | -18% | — |
| 145 |  $EW | Edwards Lifesciences Corp | $250,684 | 0.1% | -7% | 69.4 |
| 146 |  $MU | MICRON TECHNOLOGY INC | $246,911 | 0.1% | NEW | 86.2 |
| 147 |  $FITB | FIFTH THIRD BANCORP | $246,807 | 0.1% | NEW | 63.2 |
| 148 |  $HWM | Howmet Aerospace Inc. | $244,675 | 0.1% | +0% | 73.9 |
| 149 |  $WMS | ADVANCED DRAINAGE SYSTEMS, INC. | $242,974 | 0.1% | -51% | 63.1 |
| 150 |  $HOOD | Robinhood Markets, Inc. | $236,972 | 0.1% | NEW | 82.1 |
New Positions (30)
TIDAL TRUST III - VIST ELEC SU ETF$2.2M
FIRST TR EXCHANGE-TRADED FD - SHS$553,350
DIMENSIONAL ETF TRUST - CORE FIXE IN ETF$452,335
$CDNA CareDx, Inc.$443,175$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$365,656 SELECT SECTOR SPDR TR - ST STR DISCR ETF$361,574
$LRCX LAM RESEARCH CORP$346,140$IBIT iShares Bitcoin Trust ETF$337,586$AMAT APPLIED MATERIALS INC /DE$326,787$BITW Bitwise 10 Crypto Index ETF$326,096$GEV GE Vernova Inc.$298,859$ASML ASML HOLDING NV$278,484$ADI ANALOG DEVICES INC$274,838$CAKE CHEESECAKE FACTORY INC$259,858$TMO THERMO FISHER SCIENTIFIC INC.$259,345Exited Positions (14)
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