Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BALANCED WEALTH GROUP LLC (CIK 2009783) reported $279.4M across 73 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPYV ($45.8M, 16.40%), QQQ ($25.7M, 9.21%), SPYG ($25.4M, 9.09%), AAPL ($15.8M, 5.66%), YLD ($15.6M, 5.59%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYV | SPDR SERIES TRUST | $45.8M | 16.40% | 811,411 | Added |
| 2 | QQQ | INVESCO QQQ TR | $25.7M | 9.21% | 44,576 | Trimmed |
| 3 | SPYG | SPDR SERIES TRUST | $25.4M | 9.09% | 260,288 | Added |
| 4 | AAPL | APPLE INC | $15.8M | 5.66% | 62,348 | Trimmed |
| 5 | YLD | PRINCIPAL EXCHANGE TRADED FD | $15.6M | 5.59% | 823,074 | Added |
| 6 | MDYG | SPDR SERIES TRUST | $13.8M | 4.95% | 144,257 | Added |
| 7 | MDYV | SPDR SERIES TRUST | $13.7M | 4.91% | 161,121 | Added |
| 8 | SLYV | SPDR SERIES TRUST | $12.0M | 4.30% | 127,046 | Trimmed |
| 9 | FNDE | SCHWAB STRATEGIC TR | $11.8M | 4.23% | 308,618 | Added |
| 10 | SLYG | SPDR SERIES TRUST | $11.5M | 4.12% | 119,039 | Added |
| 11 | VEU | VANGUARD INTL EQUITY INDEX F | $10.2M | 3.65% | 135,689 | Added |
| 12 | ETV | EATON VANCE TAX-MANAGED BUY- | $8.3M | 2.97% | 606,954 | Added |
| 13 | VB | VANGUARD INDEX FDS | $5.3M | 1.89% | 20,141 | Trimmed |
| 14 | FVD | FIRST TR EXCHANGE-TRADED FD | $5.1M | 1.82% | 107,953 | Trimmed |
| 15 | VNQ | VANGUARD INDEX FDS | $4.9M | 1.74% | 54,798 | Trimmed |
| 16 | SCHM | SCHWAB STRATEGIC TR | $4.2M | 1.49% | 134,431 | Trimmed |
| 17 | VOOV | VANGUARD ADMIRAL FDS INC | $4.1M | 1.46% | 20,078 | Trimmed |
| 18 | IJH | ISHARES TR | $4.1M | 1.45% | 59,980 | Added |
| 19 | IJR | ISHARES TR | $3.5M | 1.26% | 28,240 | Added |
| 20 | GLD | SPDR GOLD TR | $3.1M | 1.10% | 7,132 | Trimmed |
| 21 | EEM | ISHARES TR | $2.8M | 1.02% | 50,157 | Added |
| 22 | VTI | VANGUARD INDEX FDS | $2.7M | 0.97% | 8,449 | Added |
| 23 | PWB | INVESCO EXCHANGE TRADED FD T | $2.2M | 0.78% | 17,363 | Trimmed |
| 24 | VOOG | VANGUARD ADMIRAL FDS INC | $1.6M | 0.56% | 3,872 | Trimmed |
| 25 | FE | FIRSTENERGY CORP | $1.3M | 0.47% | 25,663 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31