Arkolith/Funds/Balance Wealth Partners LLC

Balance Wealth Partners LLC

CIK 2065247Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 22, 2026·~22-day 13F lag·13F-HR
Active Filer

Balance Wealth Partners LLC holds a focused book of 165 reported positions worth $376.0M as of Q2 2026 (disclosed Jul 22, 2026, a ~22-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; they opened Vistasha Eletrican SC ETF and trimmed SS Health Care Select Sector. Their largest long position is Invesco QQQ Trust Series 1 at 10% of the reported non-option book. Cloning the disclosed picks since 2025 would be +31% (+21.8%/yr). That is a simulation of the disclosed long book, not audited returns.

Balance Wealth Partners LLC is a wealth platform: this book aggregates client accounts across many advisers.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+31.4%
+21.8%/yr · since Apr '25
Their reported book
+27.0%
held from quarter-end
S&P 500
+44.7%
same window
$10K$11K$12K$14K$15KApr '25Aug '25Nov '25Feb '26May '26Sep '26
Balance Wealth Partners LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 4.4 points over this window.

Growth of $10,000 cloning Balance Wealth Partners LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~22 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
33%
Top 10 holdings
49%
Top 20 holdings
65%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

12% mapped to company sectors

ETFs / funds
84%
Information Technology
5%
No sector on file yet
4%
Financials
3%
Health Care
2%
Consumer Discretionary
1%
Industrials
1%

+5 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Balance Wealth Partners LLC

Manager / fundShared namesTheir $ in those
Swiss Re Ltd15 / 80$1.0B
Hoffman, Alan N Investment Management8 / 80$154.1M
Copos Capital B.V.12 / 80$610.2M
Fortune 45 LLC11 / 80$176.1M
Ebert Capital Management Inc.10 / 80$79.9M
Marest Capital, LLC9 / 80$150.0M
Pioneer Family Office, LLC22 / 80$144.7M
Wallace Hart LLC10 / 80$117.4M

Ranked by the share of each fund's own book sitting in the names it shares with Balance Wealth Partners LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

165 positions
#SecurityValueShares% PortLast moveHistory
1Invesco QQQ TR
UNIT SER 1
$38.8M52.7K
10.3%
+5.5%
Added · +3K sh
2Vanguard Index FDS
S&P 500 ETF SHS
$33.8M49.2K
9.0%
+22%
Added · +9K sh
3J P Morgan Exchange Traded F
EQUITY FOCUS ETF
$22.0M274.4K
5.9%
+2.2%
Added · +6K sh
4Vanguard Malvern FDS
CORE-PLUS BD ETF
$16.0M206.7K
4.3%
+9.1%
Added · +17K sh
5Select Sector SPDR TR
ST STR CARE ETF
$14.2M89.5K
3.8%
−3.1%
Reduced · −3K sh
6Tidal Trust I
FUND GRAN US ETF
$13.9M501.8K
3.7%
+0.2%
Added · +1K sh
7Vanguard Index FDS
SM CP VAL ETF
$12.3M50.7K
3.3%
+3.4%
Added · +2K sh
8Schwab Strategic TR
US LRG CAP ETF
$11.4M386.2K
3.0%
+1.0%
Added · +4K sh
9Ishares TR
S&P MC 400VL ETF
$10.7M72.7K
2.9%
−11%
Reduced · −9K sh
10Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$9.2M30.5K
2.5%
+52%
Added · +10K sh
11Select Sector SPDR TR
ST STR TECHN ETF
$8.7M45.8K
2.3%
+18%
Added · +7K sh
122023 ETF Series Trust
BRANDES INTL ETF
$8.1M193.7K
2.2%
+6.5%
Added · +12K sh
13Vanguard Scottsdale FDS
SHRT TRM CORP BD
$7.8M98.7K
2.1%
+8.2%
Added · +8K sh
14Global X FDS
ARTIFICIAL ETF
$6.8M104.4K
1.8%
−13%
Reduced · −15K sh
15Ishares TR
ISHS 5-10YR INVT
$6.5M122.5K
1.7%
+1.4%
Added · +2K sh
16Wells Fargo & Co
COM
$5.0M60.2K
1.3%
+0.4%
Added · +231 sh
17Ishares TR
CORE UNIVRSL USD
$4.6M100.7K
1.2%
+12%
Added · +11K sh
18Ishares TR
CORE INTL AGGR
$4.3M84.5K
1.1%
+1.4%
Added · +1K sh
19Vanguard Scottsdale FDS
INTER TERM TREAS
$4.2M71.3K
1.1%
+0.7%
Added · +468 sh
20Ishares TR
ESG AWR MSCI USA
$4.2M25.6K
1.1%
−1.8%
Reduced · −461 sh
21Innovator Etfs Trust
EQUITY MNGD 100
$4.1M152.5K
1.1%
+1.1%
Added · +2K sh
22American Centy ETF TR
INTL EQT ETF
$3.7M42.0K
1.0%
+12%
Added · +5K sh
23Vanguard BD Index FDS
INTERMED TERM
$3.5M45.6K
0.9%
−5.5%
Reduced · −3K sh
24Apple Inc
COM
$3.4M11.8K
0.9%
+8.3%
Added · +899 sh
25SPDR Series Trust
ST STR BLO 1 ETF
$3.3M35.9K
0.9%
+16%
Added · +5K sh
26Microsoft Corp
COM
$3.2M8.6K
0.9%
+3.8%
Added · +316 sh
27Ishares TR
MSCI INTL VLU FT
$3.2M76.6K
0.9%
~0%
Added · +12 sh
28Ishares Inc
MSCI EMRG CHN
$3.1M30.7K
0.8%
+2.4%
Added · +730 sh
29Bondbloxx ETF Trust
PRIVA CR CLO ETF
$3.0M60.1K
0.8%
+2.3%
Added · +1K sh
30JPMorgan Chase & Co
COM
$2.7M8.1K
0.7%
+11%
Added · +834 sh
31American Centy ETF TR
AVA MID EQU ETF
$2.6M32.1K
0.7%
+65%
Added · +13K sh
32State STR SPDR S&P 500 ETF T
TR UNIT
$2.5M3.4K
0.7%
+2.0%
Added · +68 sh
33J P Morgan Exchange Traded F
MUNICIPAL ETF
$2.5M49.9K
0.7%
+6.6%
Added · +3K sh
34Bitwise Bitcoin ETF TR
SHS BEN INT
$2.4M75.7K
0.6%
+7.9%
Added · +6K sh
35Bondbloxx ETF Trust
IR M TAXAWARE
$2.4M47.4K
0.6%
−9.7%
Reduced · −5K sh
36Invesco Exchange Traded FD T
S&P 500 TOP 50
$2.4M38.8K
0.6%
−1.2%
Reduced · −473 sh
37Alphabet Inc
CAP STK CL C
$2.3M6.5K
0.6%
+9.7%
Added · +579 sh
38Ishares TR
GLOBAL TECH ETF
$2.3M15.9K
0.6%
~0%
Added · +1 sh
39Amazon Com Inc
COM
$2.2M9.3K
0.6%
+11%
Added · +914 sh
40Tidal Trust III
VIST ELEC SU ETF
$2.2M69.6K
0.6%
New
New position
41Ishares TR
U.S. TECH ETF
$2.1M8.5K
0.6%
+0.4%
Added · +38 sh
42Innovator Etfs Trust
QUITY MANAGD FLR
$2.1M53.4K
0.5%
+6.9%
Added · +3K sh
43Janus Detroit STR TR
HENDRSON AAA CL
$1.8M35.4K
0.5%
+20%
Added · +6K sh
44Nvidia Corporation
COM
$1.8M8.9K
0.5%
+33%
Added · +2K sh
45Ishares TR
RUS 1000 ETF
$1.7M4.3K
0.5%
~0%
Reduced · −2 sh
46Intuitive Surgical Inc
COM NEW
$1.7M4.3K
0.5%
+14%
Added · +513 sh
47Ishares TR
MSCI USA QLT FCT
$1.7M7.7K
0.4%
−4.4%
Reduced · −349 sh
48Vaneck ETF Trust
LONG MUNI ETF
$1.6M91.1K
0.4%
+23%
Added · +17K sh
49Ensign Group Inc
COM
$1.6M10.1K
0.4%
+24%
Added · +2K sh
50Tesla Inc
COM
$1.6M3.8K
0.4%
+20%
Added · +645 sh
Showing 50 of 165 positions
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Filing history

As-of date vs the date the SEC received each filing

$404.8M · Q3 2025Q1 2025 · $153.9MQ2 2026 · $376.0M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 22, 202622d165$376.0M13F-HR
Q1 2026Mar 31, 2026Apr 20, 202620d149$322.1M13F-HR
Q4 2025Dec 31, 2025Jan 21, 202621d143$311.6M13F-HR
Q3 2025Sep 30, 2025Oct 20, 202520d133$404.8M13F-HR
Q2 2025Jun 30, 2025Aug 13, 202544d101$170.8M13F-HR
Q1 2025Mar 31, 2025Apr 23, 202523d110$153.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.