Long-term investor

Balanced Wealth Group LLC @balancedwealthgroupllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002009783).

Record

  • Tracked since 2025-06-30 (431 days), 28 trades recorded
  • Returns: week n/a · month n/a · 90 days +13.2% · 6 months +22.6% · 1 year +21.5% · all +21.5%
  • Max drawdown -0.9% · Sharpe 1.15 · win rate 20% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 78464A508 · 15.9% · long · since 2025-06-30
  • QQQ · 9.9% · long · since 2025-06-30
  • 78464A409 · 9.8% · long · since 2025-06-30
  • AAPL · 5.9% · long · since 2025-06-30
  • 74255Y102 · 5.2% · long · since 2025-12-31
  • 808524730 · 3.9% · long · since 2025-12-31
  • 922042775 · 3.6% · long · since 2025-06-30
  • 921932844 · 3.2% · long · since 2026-06-30
  • 921932869 · 3.1% · long · since 2025-06-30
  • 27828Y108 · 2.9% · long · since 2025-06-30
  • 921932778 · 2.7% · long · since 2026-06-30
  • 921932794 · 2.5% · long · since 2025-06-30

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