Balanced Wealth Group LLC - Q12026 Holdings

Balanced Wealth Group LLC holds 73 stocks with a total portfolio value of $ 279.41M as of Q12026. In Q12026, Balanced Wealth Group LLC added 4 new positions, increased stakes in 35 stocks, reduced 34 holdings, and fully exited 3 positions. The largest holding is Spdr Series Trust (SPYV), representing 16.40% of the total portfolio.