Holdings
Balance Wealth Partners LLC
As of Jun 30, 2026, Balance Wealth Partners LLC reported 56 positions worth US$42.8M. Largest: Wells Fargo & Company, Apple Inc and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Wells Fargo & Company | 60,185 | US$4.97M | +231 | Jun 30, 2026 |
| Apple Inc | 11,760 | US$3.4M | +899 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 9,163 | US$3.27M | +874 | Jun 30, 2026 |
| Microsoft Corp. | 8,625 | US$3.22M | +316 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 8,145 | US$2.67M | +834 | Jun 30, 2026 |
| Amazon.com, Inc. | 9,333 | US$2.22M | +914 | Jun 30, 2026 |
| Nvidia Corporation | 8,903 | US$1.78M | +2,203 | Jun 30, 2026 |
| Intuitive Surgical, Inc. | 4,308 | US$1.71M | +513 | Jun 30, 2026 |
| The Ensign Group, Inc. | 10,070 | US$1.61M | +1,951 | Jun 30, 2026 |
| Tesla, Inc. | 3,798 | US$1.6M | +645 | Jun 30, 2026 |