account_balance
Investment manager · 13F filer · SEC CIK 2065247
Balance Wealth Partners LLC
Reported value$417Mas of Sep 30, 2026
Positions1,019 854 new, 0 sold out
Top 10 weight47.9%QQQ alone is 10%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
QQQInvesco QQQ Tr
10.1%Added +8%
VOOVanguard Index FDS
9.2%Added +11%
JPEFJ P Morgan Exchange Traded F
5.5%Added +4%
XLVSelect Sector SPDR Tr
3.8%Added +5%
VPLSVanguard Malvern FDS
3.8%Added +3%
VBRVanguard Index FDS
3.5%Added +24%
GRNYTidal Trust I
3.4%Added +3%
AAUBEa Series Trust
3.0%New
QQQMInvesco Exch Traded Fd Tr II
2.9%Added +32%
SCHXSchwab Strategic Tr
2.6%Trimmed −7%
XLKSelect Sector SPDR Tr
2.1%
BINV2023 ETF Series Trust
2.0%
QQQInvesco QQQ Tr
10.1%Added +8%
VOOVanguard Index FDS
9.2%Added +11%
JPEFJ P Morgan Exchange Traded F
5.5%+4%
XLV3.8%
VPLS3.8%
VBRVanguard Index FDS
3.5%
GRNYTidal Trust I
3.4%
AAUBEa Series Trust
3.0%
QQQMInvesco Exch Traded Fd Tr II
2.9%
SCHX2.6%
XLK2.1%
BINV2.0%
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
QQQ Invesco QQQ Tr 10.1% Added +8%
VOO Vanguard Index FDS 9.2% Added +11%
JPEF J P Morgan Exchange Traded F 5.5% Added +4%
XLV Select Sector SPDR Tr 3.8% Added +5%
VPLS Vanguard Malvern FDS 3.8% Added +3%
VBR Vanguard Index FDS 3.5% Added +24%
GRNY Tidal Trust I 3.4% Added +3%
AAUB Ea Series Trust 3.0% New
QQQM Invesco Exch Traded Fd Tr II 2.9% Added +32%
SCHX Schwab Strategic Tr 2.6% Trimmed −7%
XLK Select Sector SPDR Tr 2.1% Held
BINV 2023 ETF Series Trust 2.0% Held
What changed
Biggest moves since Jun 30, 2026
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