Balanced Wealth Group LLC
Annual return '25
+17.6%
SPY '25
+17.7%
Alpha
-0.1ptsvs SPY
Invested
$719.8M
Holdings
73
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPYV
SPDR SERIES TRUST
Held since at least Q1 2024
16.4%
02
$NDQ
INVESCO QQQ TR
Held since at least Q1 2024
9.2%
03
$SPYG
SPDR SERIES TRUST
Held since at least Q1 2024
9.1%
04
$AAPL
APPLE INC
Held since at least Q1 2024
5.7%
05
$YLD
PRINCIPAL EXCHANGE TRADED FD
Held since at least Q1 2024
5.6%
06
$MDYG
SPDR SERIES TRUST
Held since at least Q1 2024
5.0%
07
$MDYV
SPDR SERIES TRUST
Held since at least Q1 2024
4.9%
08
$SLYV
SPDR SERIES TRUST
Held since at least Q1 2024
4.3%
09
$FNDE
SCHWAB STRATEGIC TR
Held since at least Q1 2024
4.2%
10
$SLYG
SPDR SERIES TRUST
Held since at least Q1 2024
4.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:51 UTC.