Portfolio (Quarterly) Guide ↗

BALANCED WEALTH GROUP LLC

· CIK 0002009783

13F Portfolio $279M AUM 73 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 4 New 30 Added 31 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	VYM	VANGUARD WHITEHALL FDS	—	2,999	$423K	0.15%	SOLD
2	CRM	SALESFORCE INC	Technology	1,065	$251K	0.09%	SOLD
3	DKNG	DRAFTKINGS INC NEW	Consumer Cyclical	5,802	$204K	0.07%	SOLD

Sector Allocation

Financial Services 54.3%

Technology 29.7%

Communication Services 3.9%

Utilities 3.4%

Consumer Cyclical 2.7%

Healthcare 2.4%

Energy 2.2%

Basic Materials 0.7%

Industrials 0.6%