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 51–72 of 72
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| LLY | ELI LILLY & CO | 506 | $100K–$500K | SH |
| DVY | ISHARES TR | 3K | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD | 536 | $100K–$500K | SH |
| NFLX | NETFLIX INC | 307 | $100K–$500K | SH |
| RPG | INVESCO EXCHANGE TRADED FD T | 7K | $100K–$500K | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 1K | $100K–$500K | SH |
| COHR | COHERENT CORP | 3K | $100K–$500K | SH |
| HBAN | HUNTINGTON BANCSHARES INC | 18K | $100K–$500K | SH |
| EFA | ISHARES TR | 3K | $100K–$500K | SH |
| VIOG | VANGUARD ADMIRAL FDS INC | 3K | $100K–$500K | SH |
| DNP | DNP SELECT INCOME FD INC | 30K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 2K | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. | 952 | $100K–$500K | SH |
| VLO | VALERO ENERGY CORP | 2K | $100K–$500K | SH |
| SCHF | SCHWAB STRATEGIC TR | 12K | $100K–$500K | SH |
| IVOG | VANGUARD ADMIRAL FDS INC | 2K | $100K–$500K | SH |
| XLP | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| VO | VANGUARD INDEX FDS | 911 | $100K–$500K | SH |
| CRM | SALESFORCE INC | 1K | $100K–$500K | SH |
| AEP | AMERICAN ELEC PWR CO INC | 2K | $100K–$500K | SH |
| DKNG | DRAFTKINGS INC NEW | 6K | $100K–$500K | SH |
| AFB | ALLIANCEBERNSTEIN NATL MUN I | 13K | $100K–$500K | SH |