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Home > Institutional Investor > Balanced Wealth Group Llc > Profile

Instuitional Investor - Balanced Wealth Group Llc

Fund Profile
Filing Period:
Fund Name: Balanced Wealth Group Llc
Portfolio Value $316,274,832
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 KRE 827,687 $50,213,202 15.88%
2.
Invesco Qqq Tr
 42,554 $31,337,011 9.91%
3.
Spdr Series Trust
 KRE 261,997 $31,058,482 9.82%
4.
Apple Inc.
 AAPL 64,348 $18,619,675 5.89%
5.
Principal Exchange Traded Fd
 860,404 $16,416,510 5.19%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.