Balance Wealth, Llc Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    delaware, OH
  • CIK
    0002065247
  • All SEC filings
Q2 2025
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

101

$170.78 M
JPEF, SCHX, VOO, VPLS
13F-HR
Aug 13, 2025
000175496025000599

110

$153.89 M
SCHX, JPEF, RECS, VOO
13F-HR
Apr 23, 2025
000175496025000245
Balance Wealth, LLC Stock Trades - Balance Wealth, Llc 13F