Balance Wealth Partners LLC has filed a Form 13F-HR, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing lists the firm's principal office as 5701 North High Street, Suite 100, in Worthington, Ohio.
The report details a total of 1,019 positions held by the firm. The largest position disclosed is Amazon.com Inc., for which the firm holds 2,274,677 shares. Other significant holdings include Apple Inc. with 3,708,311 shares, Alphabet Inc. Class C with 1,718,055 shares, and Alphabet Inc. Class A with 942,069 shares.
The portfolio includes a diverse mix of technology, healthcare, and consumer companies. Technology holdings include Broadcom Inc. with 427,190 shares, Cisco Systems Inc. with 537,489 shares, and Deere & Co. with 34,967 shares. Healthcare holdings include Bristol-Myers Squibb Co. with 150,160 shares, AbbVie Inc. with 574 shares, and Amgen Inc. with 179 shares.
The filing also lists several exchange-traded funds (ETFs) within the portfolio. Notable ETF holdings include the Vanguard S&P 500 ETF (VOO) with 4,272,283 shares, the iShares Core S&P 500 ETF (IVV) with 1,410,104 shares, and the Invesco QQQ Trust (QQQ) with 1,086,948 shares.
Additionally, the filing includes positions in cryptocurrency-related funds, such as the Bitwise Bitcoin ETF Trust with 3,069,688 shares and the Bitwise 10 Crypto Index ETF with 425,886 shares.
