BALANCED WEALTH GROUP LLC
All 13F Filings
- Location
- Westlake, OH
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 273,297
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/13/2026 | 72 | 273,297 | 13F-HR | BALANCED WEALTH GROUP LLC |
| Q3 2025 | 10/28/2025 | 69 | 227,712 | 13F-HR | BALANCED WEALTH GROUP LLC |
| Q2 2025 | 8/13/2025 | 70 | 230,276 | 13F-HR | BALANCED WEALTH GROUP LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 243.4 K | 89.1% | 43.82 K | 0 | 43.82 K |
| ETFs | 29.88 K | 10.9% | 1.769 K | 0 | 1.769 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/13/2026
Total value ($000)
273,297
Holdings
72
QoQ value change ($000)
45,585
(20.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.