Balance Wealth, LLC

Business address
2922 Berlin Station Road, Delaware, OH, 43015
Top securities (13F)
QQQ, IJJ, XLV, JPEF, VBR, VOO, VPLS, SCHX, IGIB, VCSH, BINV, IAGG, VGIT, WFC, DFAC, MSFT, ESGU, BIV, STIP, and SLYV
State of incorporation
OH
Fiscal year end
31 December
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Balance Wealth, LLC has filed 4 SEC EDGAR filings since 23 Apr 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 20 Oct 2025 30 Sep 2025 028-25501
N-PX Open Document Open Filing 13 Aug 2025 30 Jun 2025 028-25501
13F-HR Open Document Open Filing 13 Aug 2025 30 Jun 2025 028-25501
13F-HR Open Document Open Filing 23 Apr 2025 31 Mar 2025 028-25501