Balanced Wealth Group LLC - Q42025 Holdings

Balanced Wealth Group LLC holds 72 stocks with a total portfolio value of $ 273.3M as of Q42025. In Q42025, Balanced Wealth Group LLC added 3 new positions, increased stakes in 36 stocks, reduced 25 holdings, and fully exited 0 positions. The largest holding is Spdr Series Trust (SPYV), representing 16.02% of the total portfolio.