13F Insight
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DOSSIER · 13F-HR · Q2 2026

Balance Wealth, LLC

$376M in tracked AUM across 165 positions as of Q2 2026.

BW
CIK 0002065247 · last filed Jun 30, 2026
Total AUM
$376M
as of Q2 2026
Holdings
165
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
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