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 2025-06-30 (478 days), 214 trades recorded
- Returns: week n/a · month n/a · 90 days +0.4% · 6 months +3.5% · 1 year +2.8% · all +2.8%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46090E103 · 10.3% · long · since 2025-06-30
- 922908363 · 9.0% · long · since 2025-06-30
- 46654Q781 · 5.9% · long · since 2025-06-30
- 922020755 · 4.3% · long · since 2025-06-30
- 81369Y209 · 3.8% · long · since 2025-09-30
- 886364231 · 3.7% · long · since 2026-03-31
- 922908611 · 3.3% · long · since 2025-09-30
- 808524201 · 3.0% · long · since 2025-06-30
- 464287705 · 2.9% · long · since 2025-09-30
- 46138G649 · 2.5% · long · since 2026-03-31
- 81369Y803 · 2.3% · long · since 2025-12-31
- 900934209 · 2.2% · long · since 2025-06-30