Balance Wealth Partners LLC
All 13F Filings
- Location
- Worthington, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 375,997
- 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 | 7/21/2026 | 165 | 375,997 | 13F-HR | Balance Wealth Partners LLC |
| Q1 2026 | 4/20/2026 | 149 | 322,076 | 13F-HR | Balance Wealth, LLC |
| Q4 2025 | 1/21/2026 | 143 | 311,581 | 13F-HR | Balance Wealth, LLC |
| Q3 2025 | 10/20/2025 | 133 | 404,849 | 13F-HR | Balance Wealth, LLC |
| Q2 2025 | 8/13/2025 | 101 | 170,775 | 13F-HR | Balance Wealth, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 56.18 K | 14.9% | 3.132 K | 0 | 3.132 K |
| ETFs | 319.8 K | 85.1% | 53.68 K | 0 | 53.68 K |
| Debt | 0 | 0.0% | 0 | 2.89 K | -2.89 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
375,997
Holdings
165
QoQ value change ($000)
53,921
(16.7%)
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.