Balanced Wealth Group LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity securities portfolio as of September 30, 2026. The filing lists a total of 83 holdings across various sectors, including technology, healthcare, and energy.
The largest position disclosed in the filing is Apple Inc., with 22,187,960 shares. Other significant holdings include Vanguard Index Funds Morningstar Total Stock Market ETF with 2,957,200 shares, and First Trust Exchange-Traded Fund Shares with 5,061,197 shares.
Among the individual company stocks listed, Amazon.com Inc. is held at 2,378 shares. Other notable individual stock positions include Alphabet Inc. Class A (4,096 shares), Microsoft Corporation (1,955 shares), and Johnson & Johnson (872 shares).
The portfolio also includes a variety of exchange-traded funds (ETFs) and other investment products. These include the Invesco QQQ Trust Unit Series 1 (40,863 shares), the iShares Core S&P 500 ETF (1,621 shares), and the SPDR Gold Trust Gold Shares (6,962 shares). The filing was signed by Michelle Taylor, the Chief Compliance Officer of Balanced Wealth Group LLC.
