13F Filings History of Balance Wealth, LLC

Latest 13F report
Q4 2025 - 21 Jan 2026
Value $
$311,580,556
Signature - Title
Aryn Sands - Agent
Location
Delaware, OH
Summary
This page shows a list of all the recent 13F filings made by Balance Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Balance Wealth, LLC reported 143 stock holdings with total value $311,580,556 as of Q4 2025. Top holdings included QQQ, JPEF, XLV, VOO, and IJJ.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 143 $311,580,556 +$14,708,687 -$117,054,133 -$102,345,446 QQQ, JPEF, XLV, VOO, IJJ 13F-HR 21 Jan 2026, 14:11
Q3 2025 133 $404,848,572 +$237,145,639 -$12,652,478 +$224,493,161 QQQ, IJJ, XLV, JPEF, VBR 13F-HR 20 Oct 2025, 15:36
Q2 2025 101 $170,774,983 +$37,128,688 -$32,113,383 +$5,015,305 JPEF, SCHX, VOO, VPLS, BINV 13F-HR 13 Aug 2025, 15:52
Q1 2025 110 $153,892,727 $0 $0 $0 SCHX, JPEF, RECS, VOO, SPAB 13F-HR 23 Apr 2025, 12:12