Balance Wealth Partners LLC has disclosed its latest holdings in a recent filing, revealing a total of over $416 million as of September 30, 2026. This report is crucial as it provides insights into the company's investment strategies and market positioning.
Based in Worthington, Ohio, Balance Wealth Partners LLC operates in the investment management sector. The firm has been active in filing various reports with the SEC, including its most recent 13F-HR, which was submitted on October 27, 2026. This filing follows a series of reports, including previous 13F-HR submissions earlier in the year.
The latest filing indicates that Balance Wealth Partners holds a total of 1,019 positions across various assets, with a reported total value of $416,507,231. Aryn Sands, the agent for the firm, signed off on the filing, which is now publicly available.
Among the notable holdings listed in the filing are major companies such as Apple Inc., Amazon.com Inc., and Alphabet Inc. These positions reflect Balance Wealth Partners' investment strategy, which appears to focus on prominent tech and consumer companies.
This filing may impact various stakeholders, including investors, analysts, and competitors in the investment management industry. By revealing its holdings, Balance Wealth Partners provides a glimpse into its investment philosophy and market outlook.
Looking ahead, it remains to be seen how Balance Wealth Partners will adjust its portfolio in response to market conditions. The filing does not specify any upcoming actions or changes to its investment strategy.