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Portfolio (Quarterly) Guide ↗

Balance Wealth Partners LLC

· CIK 0002065247
13F Portfolio $376M AUM 165 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 165 New
Page 5 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 JNJ JOHNSON & JOHNSON Healthcare 2,393.0 $608K 0.16% NEW $254.01 +5.5%
82 RDVY FIRST TR EXCHANGE TRADED FD 7,210.0 $584K 0.15% NEW $81.06 +1.2%
83 EFV ISHARES TR 7,515.0 $575K 0.15% NEW $76.55 +6.8%
84 VTEB VANGUARD MUN BD FDS 11,313.0 $572K 0.15% NEW $50.58 -2.3%
85 AVUV AMERICAN CENTY ETF TR 4,531.0 $565K 0.15% NEW $124.77 +0.6%
86 WMT WALMART INC Consumer Defensive 4,985.0 $565K 0.15% NEW $113.26 -9.0%
87 QTEC FIRST TR EXCHANGE-TRADED FD 1,653.0 $553K 0.15% NEW $334.75 -5.6%
88 INNOVATOR ETFS TRUST 18,665.0 $530K 0.14% NEW $28.38
89 SKYY FIRST TR EXCHANGE-TRADED FD 3,885.0 $523K 0.14% NEW $134.55 +22.7%
90 FDN FIRST TR EXCHANGE-TRADED FD 1,961.0 $519K 0.14% NEW $264.79 +11.2%
91 META META PLATFORMS INC Communication Services 920.0 $518K 0.14% NEW $563.23 +2.6%
92 VST VISTRA CORP Utilities 3,193.0 $506K 0.14% NEW $158.61 -13.6%
93 AGGH SIMPLIFY EXCHANGE TRADED FUN 23,200.0 $468K 0.12% NEW $20.17 -2.0%
94 AVGO BROADCOM INC Technology 1,236.0 $467K 0.12% NEW $377.62 -2.3%
95 OEF ISHARES TR 1,269.0 $464K 0.12% NEW $365.85 +4.1%
96 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 972.0 $464K 0.12% NEW $477.57 -12.6%
97 MUNI PIMCO ETF TR 8,815.0 $464K 0.12% NEW $52.60 -1.8%
98 DFCF DIMENSIONAL ETF TRUST 10,716.0 $452K 0.12% NEW $42.21 -1.6%
99 FTCS FIRST TR EXCHANGE-TRADED FD 4,789.0 $450K 0.12% NEW $93.92 +7.9%
100 CDNA CAREDX INC Healthcare 15,550.0 $443K 0.12% NEW $28.50 +74.7%
Page 5 of 9  ·  165 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 63.3%
Technology 14.5%
Healthcare 8.4%
Consumer Cyclical 5.8%
Industrials 2.4%
Communication Services 1.8%
Utilities 1.3%
Real Estate 0.9%
Consumer Defensive 0.7%
Energy 0.4%