Question 1

What stocks does BALANCED WEALTH GROUP LLC hold in its portfolio?

Accepted Answer

BALANCED WEALTH GROUP LLC's top stock holdings include AAPL, SPYV, GOOGL 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 BALANCED WEALTH GROUP LLC's largest stock holdings?

Accepted Answer

BALANCED WEALTH GROUP LLC's largest stock holdings as of their last filing include AAPL (valued at approximately $18.6 million), SPYV (valued at approximately $50.2 million), GOOGL (valued at approximately $1.5 million), QQQ (valued at approximately $31.3 million), FE (valued at approximately $1.2 million).

Question 3

When was BALANCED WEALTH GROUP LLC's last SEC filing?

Accepted Answer

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

Question 4

What stocks has BALANCED WEALTH GROUP LLC recently bought or sold?

Accepted Answer

BALANCED WEALTH GROUP 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 BALANCED WEALTH GROUP LLC reported?

Accepted Answer

BALANCED WEALTH GROUP 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 BALANCED WEALTH GROUP LLC invest in?

Accepted Answer

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