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Aryn Sands

Balance Wealth Partners Llc

Assets Managed
$375.997M
Holdings
165
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
16.75%(2Q avg: 10.06%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Balance Wealth Partners Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 165 positions.

Assets under management

The assets under management (AUM) of Balance Wealth Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 375.997M in assets, with a quarterly growth rate of 16.75% and a 2-quarter average growth rate of 10.06%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 5.5%
10.33%
$38.821M
52,718 shares@ $736.4 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 21.76%
8.98%
$33.76M
49,154 shares@ $686.82 avg price
JPEF
Jpmorgan Equity Focus Etf
Recent Activity
Increased 2.21%
5.87%
$22.04M
274,373 shares@ $80.34 avg price
VPLS
Vanguard Core-plus Bond Etf
Recent Activity
Increased 9.06%
4.27%
$16.037M
206,733 shares@ $77.58 avg price
XLV
Health Care Select Sector
Recent Activity
Decreased -3.14%
3.78%
$14.202M
89,514 shares@ $158.67 avg price
GRNY
Fndstrt Grnny Shots Us Lrg
Recent Activity
Increased 0.22%
3.69%
$13.873M
501,752 shares@ $27.66 avg price
VBR
Vanguard Small-cap Value Etf
Recent Activity
Increased 3.42%
3.28%
$12.329M
50,737 shares@ $243.0 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Increased 1.03%
3.03%
$11.365M
386,171 shares@ $29.43 avg price
IJJ
Ishares S&p Mid-cap 400 Valu
Recent Activity
Decreased -11.02%
2.86%
$10.737M
72,677 shares@ $147.73 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 52.36%
2.46%
$9.243M
30,509 shares@ $302.97 avg price

1-10 of 165