Question 1

What stocks does BALANCE WEALTH PARTNERS LLC hold in its portfolio?

Accepted Answer

BALANCE WEALTH PARTNERS LLC's top stock holdings include QQQ, WFC, AAPL and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are BALANCE WEALTH PARTNERS LLC's largest stock holdings?

Accepted Answer

BALANCE WEALTH PARTNERS LLC's largest stock holdings as of their last filing include QQQ (valued at approximately $38.8 million), WFC (valued at approximately $5.0 million), AAPL (valued at approximately $3.4 million), VOO (valued at approximately $33.8 million), JPEF (valued at approximately $22.0 million).

Question 3

When was BALANCE WEALTH PARTNERS LLC's last SEC filing?

Accepted Answer

BALANCE WEALTH PARTNERS LLC's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has BALANCE WEALTH PARTNERS LLC recently bought or sold?

Accepted Answer

BALANCE WEALTH PARTNERS LLC's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has BALANCE WEALTH PARTNERS LLC reported?

Accepted Answer

BALANCE WEALTH PARTNERS LLC's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does BALANCE WEALTH PARTNERS LLC invest in?

Accepted Answer

BALANCE WEALTH PARTNERS LLC's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.