13F Filings History of BALANCED WEALTH GROUP LLC

Latest 13F report
Q4 2025 - 13 Jan 2026
Value $
$272,937,127
Signature - Title
Michelle Taylor - Chief Compliance Officer
Location
Westlake, OH
Summary
This page shows a list of all the recent 13F filings made by BALANCED WEALTH GROUP LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BALANCED WEALTH GROUP LLC reported 72 stock holdings with total value $272,937,127 as of Q4 2025. Top holdings included SPYV, QQQ, SPYG, AAPL, and YLD.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 72 $272,937,127 +$29,791,186 -$1,943,224 +$27,847,962 SPYV, QQQ, SPYG, AAPL, YLD 13F-HR 13 Jan 2026, 09:31
Q3 2025 69 $227,711,712 +$1,430,488 -$1,857,833 -$427,345 SPYV, QQQ, SPYG, AAPL, MDYV 13F-HR 27 Oct 2025, 19:03
Q2 2025 70 $230,275,643 +$10,532,600 -$4,134,251 +$6,398,349 SPYV, QQQ, SPYG, AAPL, MDYV 13F-HR 13 Aug 2025, 10:16
Q1 2025 65 $206,898,060 +$2,104,057 -$9,468,901 -$7,364,844 SPYV, QQQ, SPYG, AAPL, MDYV 13F-HR 15 Apr 2025, 17:13
Q4 2024 67 $222,823,434 +$7,031,419 -$12,155,056 -$5,123,637 SPYV, QQQ, SPYG, AAPL, MDYV 13F-HR 10 Feb 2025, 10:22
Q3 2024 66 $225,989,751 +$740,873 -$8,079,887 -$7,339,014 SPYV, QQQ, SPYG, AAPL, VNQ 13F-HR 28 Oct 2024, 16:48
Q2 2024 68 $116,612,286 +$807,404 -$14,003,583 -$13,196,179 QQQ, AAPL, VEU, ETV, PFF 13F-HR 13 Aug 2024, 16:51
Q1 2024 70 $125,100,597 +$12,131,071 -$21,767,390 -$9,636,319 QQQ, AAPL, VEU, ETV, PFF 13F-HR 13 May 2024, 09:41
Q4 2023 64 $192,380,047 $0 $0 $0 QQQ, SPYV, AAPL, IJR, IJH 13F-HR 06 Feb 2024, 16:04