DOSSIER · 13F-HR · Q1 2026
BALANCED WEALTH GROUP LLC
BALANCED WEALTH's asset manager based in Boston, MA — $279M in tracked AUM across 73 positions as of Q1 2026.
BW
BALANCED WEALTH·Boston, MA·Asset Manager
CIK 0002009783 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of BALANCED WEALTH GROUP LLC 13F Filing
Portfolio Overview
Balanced Wealth Group LLC has reported a significant expansion in its portfolio management operations for the period ending December 31, 2025. The total portfolio value surged by 103.1%, growing from $134.58M to $273.30M. This doubling of assets under management (AUM) suggests substantial capital inflows or a consolidation of reporting entities during the quarter. The portfolio consists of **72 ho...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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