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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 7 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IBIT ISHARES BITCOIN TRUST ETF Financial Services 10,141.0 $338K 0.09% NEW $33.29 +36.1%
122 AMAT APPLIED MATLS INC Technology 452.0 $327K 0.09% NEW $722.98 -33.3%
123 BITW BITWISE 10 CRYPTO INDEX ETF Financial Services 8,677.0 $326K 0.09% NEW $37.58 +39.3%
124 UNH UNITEDHEALTH GROUP INC Healthcare 783.0 $325K 0.09% NEW $415.54 -4.9%
125 LLY ELI LILLY & CO Healthcare 269.0 $323K 0.09% NEW $1200.86 -2.1%
126 BX BLACKSTONE INC Financial Services 2,645.0 $311K 0.08% NEW $117.67 +22.0%
127 IJH ISHARES TR 4,025.0 $310K 0.08% NEW $77.11 -0.6%
128 PII POLARIS INC Consumer Cyclical 4,500.0 $308K 0.08% NEW $68.44 -6.7%
129 VYM VANGUARD WHITEHALL FDS 1,920.0 $303K 0.08% NEW $158.03 +4.0%
130 GEV GE VERNOVA INC Utilities 254.0 $299K 0.08% NEW $1176.61 -18.9%
131 MCD MCDONALDS CORP Consumer Cyclical 1,067.0 $288K 0.08% NEW $270.25 -3.8%
132 XT ISHARES TR 3,461.0 $286K 0.08% NEW $82.63 +1.0%
133 STXT EA SERIES TRUST 14,230.0 $279K 0.07% NEW $19.63 -0.2%
134 ASML ASML HLDG NV Technology 140.0 $278K 0.07% NEW $1989.17 -12.8%
135 GE GE AEROSPACE Industrials 737.0 $275K 0.07% NEW $373.49 -8.2%
136 ADI ANALOG DEVICES INC Technology 692.0 $275K 0.07% NEW $397.16 -5.7%
137 PWB INVESCO EXCHANGE TRADED FD T 1,617.0 $272K 0.07% NEW $168.43 -6.7%
138 DUK DUKE ENERGY CORP NEW Utilities 2,128.0 $269K 0.07% NEW $126.56 -4.5%
139 VUG VANGUARD INDEX FDS 3,117.0 $268K 0.07% NEW $86.13 +3.2%
140 SPLV INVESCO EXCH TRADED FD TR II 3,561.0 $267K 0.07% NEW $74.90 +0.3%
Page 7 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%