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Portfolio (Quarterly) Guide ↗

BALANCED WEALTH GROUP LLC

· CIK 0002009783
13F Portfolio $273M AUM 72 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 72 New
Page 3 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EELV INVESCO EXCH TRADED FD TR II 22,690.0 $604K 0.22% NEW $26.64 +7.7%
42 AMZN AMAZON COM INC Consumer Cyclical 2,718.0 $600K 0.22% NEW $220.63 +23.2%
43 ABT ABBOTT LABS Healthcare 4,383.0 $585K 0.21% NEW $133.46 -35.8%
44 SHW SHERWIN WILLIAMS CO Basic Materials 1,679.0 $573K 0.21% NEW $341.19 -9.1%
45 PTF INVESCO EXCHANGE TRADED FD T 6,812.0 $516K 0.19% NEW $75.73 +70.9%
46 VOO VANGUARD INDEX FDS 814.0 $500K 0.18% NEW $614.25 +12.3%
47 PGX INVESCO EXCH TRADED FD TR II 40,272.0 $473K 0.17% NEW $11.74 -6.2%
48 SPY SPDR S&P 500 ETF TR Financial Services 678.0 $453K 0.17% NEW $668.31 +12.3%
49 DTE DTE ENERGY CO Utilities 3,088.0 $433K 0.16% NEW $140.15 +3.7%
50 VYM VANGUARD WHITEHALL FDS 2,999.0 $423K 0.15% NEW $141.08 +12.2%
51 LLY ELI LILLY & CO Healthcare 506.0 $417K 0.15% NEW $824.97 +31.4%
52 DVY ISHARES TR 2,916.0 $415K 0.15% NEW $142.35 +9.1%
53 VGT VANGUARD WORLD FD 536.0 $403K 0.15% NEW $752.57 -84.4%
54 NFLX NETFLIX INC Communication Services 307.0 $359K 0.13% NEW $1170.90 -92.5%
55 RPG INVESCO EXCHANGE TRADED FD T 7,366.0 $352K 0.13% NEW $47.78 +23.5%
56 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,082.0 $325K 0.12% NEW $300.42 +2.8%
57 COHR COHERENT CORP Technology 2,799.0 $321K 0.12% NEW $114.65 +231.7%
58 HBAN HUNTINGTON BANCSHARES INC Financial Services 18,302.0 $312K 0.11% NEW $17.04 -5.9%
59 EFA ISHARES TR 3,274.0 $308K 0.11% NEW $94.14 +11.3%
60 VIOG VANGUARD ADMIRAL FDS INC 2,505.0 $305K 0.11% NEW $121.59 +16.2%
Page 3 of 4  ·  72 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 56.2%
Technology 28.9%
Communication Services 3.5%
Utilities 3.2%
Healthcare 3.1%
Consumer Cyclical 2.8%
Energy 1.0%
Basic Materials 0.9%
Industrials 0.5%