Balanced Wealth Group LLC
Balanced Wealth Group LLC reported 78 holdings worth US$316M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 10, 2026
Balanced Wealth Group LLC reported 78 holdings worth US$316M as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Firstenergy Corp. Filed Aug 10, 2026 (Form 13F).
- Holdings
- 78
- Value as reported
- US$316M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 64,348 | US$18.6M | 5.9% |
| Alphabet Inc (google) Class C | 7,044 | US$2.52M | 0.80% |
| Firstenergy Corp. | 25,873 | US$1.23M | 0.39% |
| Marriott International | 3,236 | US$1.2M | 0.38% |
| Coherent Corp. | 2,501 | US$986K | 0.31% |
| Sherwin-williams Company (the) | 2,668 | US$919K | 0.29% |
| Abbvie Inc. | 3,189 | US$802K | 0.25% |
| Microsoft Corp. | 1,855 | US$692K | 0.22% |
| Amazon.com, Inc. | 2,378 | US$567K | 0.18% |
| Progressive Corporation (the) | 2,335 | US$510K | 0.16% |
| Dte Energy Company | 3,090 | US$471K | 0.15% |
| Valero Energy Corporation | 1,742 | US$454K | 0.14% |
| Jp Morgan Chase & Co. | 1,165 | US$381K | 0.12% |
| L3harris Technologies, Inc. | 1,248 | US$363K | 0.11% |
| Eli Lilly And Company | 301 | US$361K | 0.11% |
| Abbott Laboratories | 3,748 | US$340K | 0.11% |
| Chevron Corporation | 1,934 | US$321K | 0.10% |
| Pnc Financial Services Group, Inc. (the) | 1,194 | US$294K | 0.09% |
| American Electric Power Company, Inc. | 2,091 | US$286K | 0.09% |
| Johnson & Johnson | 965 | US$245K | 0.08% |
| Dt Midstream, Inc. | 1,659 | US$244K | 0.08% |
| Huntington Bancshares Incorporated | 13,096 | US$232K | 0.07% |
| Cf Bankshares Inc. | 7,078 | US$232K | 0.07% |
| Nvidia Corporation | 1,092 | US$219K | 0.07% |
| Netflix, Inc. | 3,060 | US$218K | 0.07% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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