account_balance
Investment manager · 13F filer · SEC CIK 2009783
Balanced Wealth Group LLC
Reported value$326Mas of Sep 30, 2026
Positions83 7 new, 2 sold out
Top 10 weight62.9%SPYV alone is 16%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYVSPDR Series Trust
16.0%
SPYGSPDR Series Trust
9.3%
QQQInvesco QQQ Tr
8.6%Trimmed −4%
AAPLApple Inc.
6.8%
YLDPrincipal Exchange Traded Fd
5.1%Added +4%
FNDESchwab Strategic Tr
4.0%
USRTiShares Tr
3.9%New
VEUVanguard Intl Equity Index F
3.3%Trimmed −2%
IVOVVanguard Admiral FDS Inc
3.1%+2%
IVOGVanguard Admiral FDS Inc
2.8%
ETVEaton Vance Tax-Managed Buy-Write Opportunities Fund
2.8%
VIOVVanguard Admiral FDS Inc
2.6%
SPYVSPDR Series Trust
16.0%
SPYGSPDR Series Trust
9.3%
QQQInvesco QQQ Tr
8.6%−4%
AAPLApple Inc.
6.8%
YLDPrincipal Exchange Traded Fd
5.1%+4%
FNDESchwab Strategic Tr
4.0%
USRTiShares Tr
3.9%
VEUVanguard Intl Equity Index F
3.3%
IVOV
IVOG
ETV2.8%VIOV
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPYV SPDR Series Trust 16.0% Held
SPYG SPDR Series Trust 9.3% Held
QQQ Invesco QQQ Tr 8.6% Trimmed −4%
AAPL Apple Inc. 6.8% HeldYLD Principal Exchange Traded Fd 5.1% Added +4%
FNDE Schwab Strategic Tr 4.0% Held
USRT iShares Tr 3.9% New
VEU Vanguard Intl Equity Index F 3.3% Trimmed −2%
IVOV Vanguard Admiral FDS Inc 3.1% Added +2%
IVOG Vanguard Admiral FDS Inc 2.8% Added +2%
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund 2.8% HeldVIOV Vanguard Admiral FDS Inc 2.6% Held
What changed
Biggest moves since Jun 30, 2026
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