What does Balance Wealth, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Balance Wealth, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

INVESCO QQQ TR

$29M50K9.0%

VANGUARD INDEX FDS

$24M40K7.5%

J P MORGAN EXCHANGE TRADED F

$19M268K6.0%

VANGUARD MALVERN FDS

$15M190K4.6%

SELECT SECTOR SPDR TR

$14M92K4.2%

TIDAL TRUST I

$12M501K3.7%

ISHARES TR

$11M82K3.4%

VANGUARD INDEX FDS

$11M49K3.3%

SCHWAB STRATEGIC TR

$10M382K3.0%

2023 ETF SERIES TRUST

$7M182K2.3%

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