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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
Page 2 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VOOV VANGUARD ADMIRAL FDS INC 20,118.0 $4.4M 1.39% $219.21 +3.8%
22 IJH ISHARES TR 55,043.0 $4.2M 1.34% -5K -8.2% $77.11 -3.3%
23 IJR ISHARES TR 26,192.0 $3.9M 1.23% -2K -7.2% $148.31 -3.6%
24 EEM ISHARES TR 47,832.0 $3.3M 1.03% -2K -4.6% $68.41 -2.4%
25 VTI VANGUARD INDEX FDS 8,261.0 $3.1M 0.97% -188.0 -2.2% $370.04 +1.4%
26 PWB INVESCO EXCHANGE TRADED FD T 17,272.0 $2.9M 0.92% -91.0 -0.5% $168.46 -9.5%
27 GLD SPDR GOLD TR Financial Services 7,011.0 $2.6M 0.82% -121.0 -1.7% $368.36 +7.7%
28 VOOG VANGUARD ADMIRAL FDS INC 23,129.0 $1.9M 0.60% +19K +497.3% $82.62 +0.6%
29 GOOGL ALPHABET INC Communication Services 4,110.0 $1.5M 0.46% +38.0 +0.9% $357.40 -6.3%
30 PFF ISHARES TR 41,850.0 $1.3M 0.40% +8K +24.5% $30.49 -1.3%
31 IVV ISHARES TR 1,669.0 $1.3M 0.40% $749.07 +2.2%
32 FE FIRSTENERGY CORP Utilities 25,873.0 $1.2M 0.39% +210.0 +0.8% $47.54 -2.9%
33 MAR MARRIOTT INTL INC NEW Consumer Cyclical 3,236.0 $1.2M 0.38% -50.0 -1.5% $370.54 -9.7%
34 SPHQ INVESCO EXCHANGE TRADED FD T 12,686.0 $1.1M 0.36% $90.10 -6.2%
35 MFM ABERDEEN MUN INCOME FD Financial Services 197,774.0 $1.1M 0.35% +3K +1.4% $5.62 -5.0%
36 GOOG ALPHABET INC 2,968.0 $1.0M 0.33% $353.29
37 COHR COHERENT CORP Technology 2,501.0 $986K 0.31% $394.41 -31.0%
38 SPDW SPDR INDEX SHS FDS 18,743.0 $944K 0.30% -2K -10.1% $50.39 +1.5%
39 SHW SHERWIN WILLIAMS CO Basic Materials 2,668.0 $919K 0.29% +1K +116.2% $344.35 -4.2%
40 PTF INVESCO EXCHANGE TRADED FD T 6,687.0 $912K 0.29% $136.31 -31.3%
Page 2 of 4  ·  78 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%