BALANCED WEALTH GROUP LLC
Q4 2025 13F Holdings
- Locationwestlake, OH
- Num holdings
72
- Value ($000)
$273,297
- Date Filed01/13/2026
- Form type13F-HR
- CIK0002009783
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUST | STATE STREET SPD | 78464A508 | $43.78M | 16 % | 790,564 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $28.47M | 10 % | 47,199 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A409 | $26.77M | 10 % | 256,059 | ||
APPLE INC | COM | 037833100 | $15.93M | 6 % | 62,356 | ||
PRINCIPAL EXCHANGE TRADED FD | ACTIVE HIGH YL | 74255Y102 | $13.79M | 5 % | 712,304 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A839 | $13.12M | 5 % | 156,582 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A821 | $12.85M | 5 % | 140,134 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A300 | $11.62M | 4 % | 130,283 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A201 | $10.95M | 4 % | 116,098 | ||
SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | 808524730 | $10.62M | 4 % | 292,548 |
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