BALANCED WEALTH GROUP LLC

Business address
1991 Crocker Road, Suite 300, Westlake, OH, 44145
Top securities (13F)
SPYV, QQQ, SPYG, AAPL, MDYV, MDYG, SLYV, SLYG, VEU, ETV, FVD, VNQ, VB, SCHM, VOOV, IJH, IJR, EEM, GLD, and PWB
State of incorporation
OH
Fiscal year end
31 December
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BALANCED WEALTH GROUP LLC has filed 10 SEC EDGAR filings since 06 Feb 2024

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 28 Oct 2025 30 Sep 2025 028-23612
13F-HR Open Document Open Filing 13 Aug 2025 30 Jun 2025 028-23612
N-PX Open Document Open Filing 14 Jul 2025 30 Jun 2025 028-23612
13F-HR Open Document Open Filing 15 Apr 2025 31 Mar 2025 028-23612
13F-HR Open Document Open Filing 10 Feb 2025 31 Dec 2024 028-23612
13F-HR Open Document Open Filing 28 Oct 2024 30 Sep 2024 028-23612
N-PX Open Document Open Filing 21 Aug 2024 30 Jun 2024 028-23612
13F-HR Open Document Open Filing 13 Aug 2024 30 Jun 2024 028-23612
13F-HR Open Document Open Filing 13 May 2024 31 Mar 2024 028-23612
13F-HR Open Document Open Filing 06 Feb 2024 31 Dec 2023 028-23612