BALANCED WEALTH GROUP LLC
All 13F Filings
- Location
- Westlake, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 316,275
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 78 | 316,275 | 13F-HR | BALANCED WEALTH GROUP LLC |
| Q1 2026 | 4/23/2026 | 73 | 279,414 | 13F-HR | BALANCED WEALTH GROUP LLC |
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 48.56 K | 15.4% | 5.683 K | 0 | 5.683 K |
| ETFs | 267.7 K | 84.6% | 31.18 K | 0 | 31.18 K |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
316,275
Holdings
78
QoQ value change ($000)
36,861
(13.2%)
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.