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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 8 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 3,267.0 $260K 0.07% NEW $79.54 +38.4%
142 TMO THERMO FISHER SCIENTIFIC INC Healthcare 517.0 $259K 0.07% NEW $501.63 +25.7%
143 LGLV SPDR SERIES TRUST 1,400.0 $254K 0.07% NEW $181.46 +3.3%
144 DFAI DIMENSIONAL ETF TRUST 6,107.0 $252K 0.07% NEW $41.25 +5.0%
145 EW EDWARDS LIFESCIENCES CORP Healthcare 2,771.0 $251K 0.07% NEW $90.47 -0.6%
146 MU MICRON TECHNOLOGY INC Technology 214.0 $247K 0.07% NEW $1153.79 -18.9%
147 FITB FIFTH THIRD BANCORP Financial Services 4,378.0 $247K 0.07% NEW $56.37 -2.7%
148 HWM HOWMET AEROSPACE INC Industrials 910.0 $245K 0.07% NEW $268.87 -0.5%
149 WMS ADVANCED DRAIN SYS INC DEL Industrials 1,548.0 $243K 0.07% NEW $156.96 -11.6%
150 HOOD ROBINHOOD MKTS INC Financial Services 2,363.0 $237K 0.06% NEW $100.28 +9.4%
151 GNRC GENERAC HLDGS INC Industrials 805.0 $236K 0.06% NEW $292.97 -32.7%
152 PLTR PALANTIR TECHNOLOGIES INC Technology 1,995.0 $233K 0.06% NEW $116.67 +59.4%
153 PWR QUANTA SVCS INC Industrials 318.0 $229K 0.06% NEW $719.88 -13.6%
154 STXG EA SERIES TRUST 4,062.0 $224K 0.06% NEW $55.26 +2.5%
155 EZU ISHARES INC 3,205.0 $223K 0.06% NEW $69.49 +2.2%
156 IBM INTERNATIONAL BUSINESS MACHS Technology 781.0 $220K 0.06% NEW $281.39 -15.1%
157 DGRO ISHARES TR 2,789.0 $211K 0.06% NEW $75.79 +4.6%
158 OSCR OSCAR HEALTH INC Healthcare 7,326.0 $209K 0.06% NEW $28.52 +5.4%
159 CAH CARDINAL HEALTH INC Healthcare 875.0 $208K 0.06% NEW $237.50 -1.0%
160 HPE HEWLETT PACKARD ENTERPRISE C Technology 4,530.0 $204K 0.05% NEW $45.11 +20.6%
Page 8 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%