Long-term investor

Balance Wealth Partners LLC @balancewealthpartnersllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002065247).

Record

  • Tracked since 2025-12-31 (249 days), 92 trades recorded
  • Returns: week n/a · month n/a · 90 days +11.9% · 6 months n/a · 1 year n/a · all +8.3%
  • Max drawdown n/a · win rate 12% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • QQQ · 10.3% · long · since 2025-12-31
  • 922908363 · 9.0% · long · since 2025-12-31
  • 46654Q781 · 5.9% · long · since 2025-12-31
  • 922020755 · 4.3% · long · since 2025-12-31
  • 81369Y209 · 3.8% · long · since 2025-12-31
  • 886364231 · 3.7% · long · since 2026-03-31
  • 922908611 · 3.3% · long · since 2025-12-31
  • 808524201 · 3.0% · long · since 2025-12-31
  • 464287705 · 2.9% · long · since 2025-12-31
  • 46138G649 · 2.5% · long · since 2026-03-31
  • 81369Y803 · 2.3% · long · since 2025-12-31
  • 900934209 · 2.2% · long · since 2025-12-31

Copy on paper, free More traders How copying works

Past performance does not predict future results. Copy trading can lose money. Meror is software, not an adviser.