StockDriftsStockDriftsTop 50 Balanced Wealth Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYV | SPDR SERIES TRUST | 15.88% | 827.7K | $50.2M | +2.01%(+16.28K) | $47.54(+33.36%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 9.91% | 42.6K | $31.3M | -4.54%(-2.02K) | $384.43(+87.50%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 9.82% | 262.0K | $31.1M | +0.66%(+1.71K) | $71.14(+72.58%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.89% | 64.3K | $18.6M | +3.21%(+2.00K) | $184.77(+65.97%) | 2026-06-30 | |
| YLD | PRINCIPAL EXCHANGE TRADED FD | 5.19% | 860.4K | $16.4M | +4.54%(+37.33K) | $19.18(-1.50%) | 2026-06-30 | |
| FNDE | SCHWAB STRATEGIC TR | 3.95% | 314.5K | $12.5M | +1.91%(+5.91K) | $36.21(+15.02%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 3.62% | 136.9K | $11.5M | +0.86%(+1.16K) | $55.04(+54.99%) | 2026-06-30 | |
| IVOV | VANGUARD ADMIRAL FDS INC | 3.21% | 89.0K | $10.2M | new | $106.83(+8.36%) | 2026-06-30 | |
| IVOG | VANGUARD ADMIRAL FDS INC | 3.06% | 66.1K | $9.7M | +1585.14%(+62.20K) | $132.45(+11.02%) | 2026-06-30 | |
| ETV | EATON VANCE TAX-MANAGED BUY- | 2.9% | 617.4K | $9.2M | +1.73%(+10.48K) | $12.58(+20.54%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +44.27% |
| Top 20 Holdings Unweighted | — | — | — | — | +43.41% |
Balanced Wealth Group LLC reports $316.27M in US-listed equity holdings across 78 positions in its most recent 13F filing. Its largest disclosed positions are SPYV (15.9%), QQQ (9.9%) and SPYG (9.8%). The top 20 holdings account for 82.44% of reported assets. Its disclosed equity book has returned +44.27% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Balanced Wealth Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2009783). View Balanced Wealth Group LLC’s 13F filings on SEC