Portfolio (Quarterly) Guide ↗

BALANCED WEALTH GROUP LLC

· CIK 0002009783

13F Portfolio $316M AUM 78 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 6 New 30 Added 25 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	XOM	EXXON MOBIL CORP	Energy	1,437	$244K	0.09%	SOLD

Sector Allocation

Financial Services 55.6%

Technology 30.4%

Utilities 2.9%

Healthcare 2.6%

Consumer Cyclical 2.6%

Communication Services 2.5%

Energy 1.5%

Basic Materials 1.4%

Industrials 0.5%