CIK 2009783
BALANCED WEALTH GROUP LLC
Institutional 13F holdings & portfolio
Holdings
72
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 72
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPYV | SPDR SERIES TRUST | 791K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 47K | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 256K | $1M+ | SH |
| AAPL | APPLE INC | 62K | $1M+ | SH |
| YLD | PRINCIPAL EXCHANGE TRADED FD | 712K | $1M+ | SH |
| MDYV | SPDR SERIES TRUST | 157K | $1M+ | SH |
| MDYG | SPDR SERIES TRUST | 140K | $1M+ | SH |
| SLYV | SPDR SERIES TRUST | 130K | $1M+ | SH |
| SLYG | SPDR SERIES TRUST | 116K | $1M+ | SH |
| FNDE | SCHWAB STRATEGIC TR | 293K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 134K | $1M+ | SH |
| ETV | EATON VANCE TAX-MANAGED BUY- | 572K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 20K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 56K | $1M+ | SH |
| FVD | FIRST TR EXCHANGE-TRADED FD | 111K | $1M+ | SH |
| VOOV | VANGUARD ADMIRAL FDS INC | 20K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 137K | $1M+ | SH |
| IJH | ISHARES TR | 55K | $1M+ | SH |
| IJR | ISHARES TR | 26K | $1M+ | SH |
| EEM | ISHARES TR | 49K | $1M+ | SH |
| GLD | SPDR GOLD TR | 7K | $1M+ | SH |
| PWB | INVESCO EXCHANGE TRADED FD T | 17K | $1M+ | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 4K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| FE | FIRSTENERGY CORP | 28K | $1M+ | SH |
| IVV | ISHARES TR | 2K | $1M+ | SH |
| PFF | ISHARES TR | 39K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 2K | $1M+ | SH |
| GOOGL | ALPHABET INC | 4K | $1M+ | SH |
| MFM | MFS MUN INCOME TR | 190K | $1M+ | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 13K | $500K+ | SH |
| MAR | MARRIOTT INTL INC NEW | 3K | $500K+ | SH |
| ABBV | ABBVIE INC | 4K | $500K+ | SH |
| SPDW | SPDR INDEX SHS FDS | 20K | $500K+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 4K | $500K+ | SH |
| FREL | FIDELITY COVINGTON TRUST | 27K | $500K+ | SH |
| GOOG | ALPHABET INC | 3K | $500K+ | SH |
| IYR | ISHARES TR | 7K | $500K+ | SH |
| EQWL | INVESCO EXCHANGE TRADED FD T | 6K | $500K+ | SH |
| PGR | PROGRESSIVE CORP | 3K | $500K+ | SH |
| EELV | INVESCO EXCH TRADED FD TR II | 23K | $500K+ | SH |
| AMZN | AMAZON COM INC | 3K | $500K+ | SH |
| ABT | ABBOTT LABS | 4K | $500K+ | SH |
| SHW | SHERWIN WILLIAMS CO | 2K | $500K+ | SH |
| PTF | INVESCO EXCHANGE TRADED FD T | 7K | $500K+ | SH |
| VOO | VANGUARD INDEX FDS | 814 | $500K+ | SH |
| PGX | INVESCO EXCH TRADED FD TR II | 40K | $100K–$500K | SH |
| SPY | SPDR S&P 500 ETF TR | 678 | $100K–$500K | SH |
| DTE | DTE ENERGY CO | 3K | $100K–$500K | SH |
| VYM | VANGUARD WHITEHALL FDS | 3K | $100K–$500K | SH |