BALANCE WEALTH, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WFC | 60K | $4.77M |
 | PNTG | 16K | $493.20K |
 | CTRE | 16K | $588.27K |
 | AAPL | 11K | $2.76M |
 | AMZN | 8K | $1.75M |
 | MSFT | 8K | $3.08M |
 | ENSG | 8K | $1.64M |
 | JPM | 7K | $2.15M |
 | NVDA | 7K | $1.17M |
 | KMI | 6K | $203.57K |
 | GOOG | 6K | $1.71M |
 | FCX | 6K | $345.84K |
 | CSCO | 6K | $429.77K |
 | PII | 5K | $245.25K |
 | WMT | 4K | $537.04K |
 | KR | 4K | $277.76K |
 | ISRG | 4K | $1.75M |
 | VST | 3K | $478.19K |
 | WMS | 3K | $433.47K |
 | TSLA | 3K | $1.17M |
Wells Fargo & Company
WFC
Shares Held
60K
Value
$4.77M
The Pennant Group, Inc.
PNTG
Shares Held
16K
Value
$493.20K
CareTrust REIT, Inc.
CTRE
Shares Held
16K
Value
$588.27K
Apple Inc.
AAPL
Shares Held
11K
Value
$2.76M
Amazon.com, Inc.
AMZN
Shares Held
8K
Value
$1.75M
Microsoft Corporation
MSFT
Shares Held
8K
Value
$3.08M
The Ensign Group, Inc.
ENSG
Shares Held
8K
Value
$1.64M
JPMorgan Chase & Co.
JPM
Shares Held
7K
Value
$2.15M
NVIDIA Corporation
NVDA
Shares Held
7K
Value
$1.17M
Kinder Morgan, Inc.
KMI
Shares Held
6K
Value
$203.57K
Alphabet Inc.
GOOG
Shares Held
6K
Value
$1.71M
Freeport-McMoRan Inc.
FCX
Shares Held
6K
Value
$345.84K
Cisco Systems, Inc.
CSCO
Shares Held
6K
Value
$429.77K
Polaris Inc.
PII
Shares Held
5K
Value
$245.25K
Walmart Inc.
WMT
Shares Held
4K
Value
$537.04K
The Kroger Co.
KR
Shares Held
4K
Value
$277.76K
Intuitive Surgical, Inc.
ISRG
Shares Held
4K
Value
$1.75M
Vistra Corp.
VST
Shares Held
3K
Value
$478.19K
Advanced Drainage Systems, Inc.
WMS
Shares Held
3K
Value
$433.47K
Tesla, Inc.
TSLA
Shares Held
3K
Value
$1.17M