# EDGAR Filing Document

**Accession Number:** 0002009783
**File Stem:** 0001951757-26-000052
**Filing Date:** 2026-1
**Character Count:** 11026
**Document Hash:** ed4c0a6e2408e2499bc417234f558a76
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-26-000052.hdr.sgml**: 20260113

**ACCESSION NUMBER**: 0001951757-26-000052

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260113

**DATE AS OF CHANGE**: 20260113

**EFFECTIVENESS DATE**: 20260113

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** BALANCED WEALTH GROUP LLC
- **CENTRAL INDEX KEY:** 0002009783

**ORGANIZATION NAME:**
- **EIN:** 921298442
- **STATE OF INCORPORATION:** OH
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23612
- **FILM NUMBER:** 26528656

**BUSINESS ADDRESS:**
- **STREET 1:** 1991 CROCKER ROAD
- **STREET 2:** SUITE 300
- **CITY:** WESTLAKE
- **STATE:** OH
- **ZIP:** 44145
- **BUSINESS PHONE:** 440-871-6501

**MAIL ADDRESS:**
- **STREET 1:** 1991 CROCKER ROAD
- **STREET 2:** SUITE 300
- **CITY:** WESTLAKE
- **STATE:** OH
- **ZIP:** 44145

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** BALANCED WEALTH GROUP LLC<br>**Address:** 1991 CROCKER ROAD<br>SUITE 300<br>WESTLAKE, OH 44145

**Form 13F File Number:** 028-23612

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Michelle Taylor<br>**Title:** Chief Compliance Officer<br>**Phone:** (440) 871-6501

**Signature, Place, and Date of Signing:**

Michelle Taylor  Westlake, OH  01-13-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 72

**Form 13F Information Table Value Total:** $273296593

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AMAZON COM INC | COM | 023135106 |  | 599672 | 2718 | SH |  | SOLE |  | 0 | 0 | 2718 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 28472855 | 47199 | SH |  | SOLE |  | 0 | 0 | 47199 |
| PRINCIPAL EXCHANGE TRADED FD | ACTIVE HIGH YL | 74255Y102 |  | 13786653 | 712304 | SH |  | SOLE |  | 0 | 0 | 712304 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 1401473 | 4256 | SH |  | SOLE |  | 0 | 0 | 4256 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 2661786 | 49457 | SH |  | SOLE |  | 0 | 0 | 49457 |
| MARRIOTT INTL INC NEW | CL A | 571903202 |  | 890584 | 3404 | SH |  | SOLE |  | 0 | 0 | 3404 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 5135532 | 56089 | SH |  | SOLE |  | 0 | 0 | 56089 |
| ALLIANCEBERNSTEIN NATL MUN I | COM | 01864U106 |  | 139008 | 12718 | SH |  | SOLE |  | 0 | 0 | 12718 |
| NETFLIX INC | COM | 64110L106 |  | 359466 | 307 | SH |  | SOLE |  | 0 | 0 | 307 |
| EATON VANCE TAX-MANAGED BUY- | COM | 27828Y108 |  | 8150712 | 571980 | SH |  | SOLE |  | 0 | 0 | 571980 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 453113 | 678 | SH |  | SOLE |  | 0 | 0 | 678 |
| SHERWIN WILLIAMS CO | COM | 824348106 |  | 572855 | 1679 | SH |  | SOLE |  | 0 | 0 | 1679 |
| FIRSTENERGY CORP | COM | 337932107 |  | 1299176 | 28261 | SH |  | SOLE |  | 0 | 0 | 28261 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 2641387 | 7419 | SH |  | SOLE |  | 0 | 0 | 7419 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 278110 | 11850 | SH |  | SOLE |  | 0 | 0 | 11850 |
| ISHARES TR | U.S. REAL ES ETF | 464287739 |  | 696910 | 7175 | SH |  | SOLE |  | 0 | 0 | 7175 |
| SELECT SECTOR SPDR TR | STATE STREET CON | 81369Y308 |  | 270018 | 3451 | SH |  | SOLE |  | 0 | 0 | 3451 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 3042799 | 25531 | SH |  | SOLE |  | 0 | 0 | 25531 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1024259 | 4182 | SH |  | SOLE |  | 0 | 0 | 4182 |
| PROGRESSIVE CORP | COM | 743315103 |  | 672679 | 2729 | SH |  | SOLE |  | 0 | 0 | 2729 |
| MICROSOFT CORP | COM | 594918104 |  | 1124507 | 2164 | SH |  | SOLE |  | 0 | 0 | 2164 |
| VALERO ENERGY CORP | COM | 91913Y100 |  | 287051 | 1712 | SH |  | SOLE |  | 0 | 0 | 1712 |
| DTE ENERGY CO | COM | 233331107 |  | 432791 | 3088 | SH |  | SOLE |  | 0 | 0 | 3088 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 5184953 | 20336 | SH |  | SOLE |  | 0 | 0 | 20336 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 267232 | 911 | SH |  | SOLE |  | 0 | 0 | 911 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 403376 | 536 | SH |  | SOLE |  | 0 | 0 | 536 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 500000 | 814 | SH |  | SOLE |  | 0 | 0 | 814 |
| HUNTINGTON BANCSHARES INC | COM | 446150104 |  | 311865 | 18302 | SH |  | SOLE |  | 0 | 0 | 18302 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A300 |  | 11623870 | 130283 | SH |  | SOLE |  | 0 | 0 | 130283 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A821 |  | 12850279 | 140134 | SH |  | SOLE |  | 0 | 0 | 140134 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A201 |  | 10951512 | 116098 | SH |  | SOLE |  | 0 | 0 | 116098 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A839 |  | 13118459 | 156582 | SH |  | SOLE |  | 0 | 0 | 156582 |
| ELI LILLY  CO | COM | 532457108 |  | 417436 | 506 | SH |  | SOLE |  | 0 | 0 | 506 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 4075139 | 136887 | SH |  | SOLE |  | 0 | 0 | 136887 |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | 921932703 |  | 4099619 | 20497 | SH |  | SOLE |  | 0 | 0 | 20497 |
| DRAFTKINGS INC NEW | COM CL A | 26142V105 |  | 203998 | 5802 | SH |  | SOLE |  | 0 | 0 | 5802 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 |  | 1797744 | 4111 | SH |  | SOLE |  | 0 | 0 | 4111 |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 GRTH | 921932869 |  | 273252 | 2283 | SH |  | SOLE |  | 0 | 0 | 2283 |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 GRTH | 921932794 |  | 304576 | 2505 | SH |  | SOLE |  | 0 | 0 | 2505 |
| COHERENT CORP | COM | 19247G107 |  | 320905 | 2799 | SH |  | SOLE |  | 0 | 0 | 2799 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 415098 | 2916 | SH |  | SOLE |  | 0 | 0 | 2916 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 |  | 221560 | 1965 | SH |  | SOLE |  | 0 | 0 | 1965 |
| INVESCO EXCH TRADED FD TR II | S EMRNG MKTS | 46138E297 |  | 604465 | 22690 | SH |  | SOLE |  | 0 | 0 | 22690 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 |  | 325055 | 1082 | SH |  | SOLE |  | 0 | 0 | 1082 |
| MFS MUN INCOME TR | SH BEN INT | 552738106 |  | 1021221 | 190172 | SH |  | SOLE |  | 0 | 0 | 190172 |
| ABBVIE INC | COM | 00287Y109 |  | 874866 | 3580 | SH |  | SOLE |  | 0 | 0 | 3580 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 9629112 | 133831 | SH |  | SOLE |  | 0 | 0 | 133831 |
| INVESCO EXCHANGE TRADED FD T | S QUALITY | 46137V241 |  | 936850 | 12705 | SH |  | SOLE |  | 0 | 0 | 12705 |
| INVESCO EXCHANGE TRADED FD T | LARGE CAP GROWTH | 46137V746 |  | 2191810 | 17442 | SH |  | SOLE |  | 0 | 0 | 17442 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | 808524730 |  | 10622418 | 292548 | SH |  | SOLE |  | 0 | 0 | 292548 |
| ISHARES TR | CORE S ETF | 464287200 |  | 1279287 | 1904 | SH |  | SOLE |  | 0 | 0 | 1904 |
| ISHARES TR | PFD AND INCM SEC | 464288687 |  | 1237254 | 38987 | SH |  | SOLE |  | 0 | 0 | 38987 |
| SALESFORCE INC | COM | 79466L302 |  | 250938 | 1065 | SH |  | SOLE |  | 0 | 0 | 1065 |
| INVESCO EXCHANGE TRADED FD T | S 100 EQL WIGH | 46137V449 |  | 686629 | 5964 | SH |  | SOLE |  | 0 | 0 | 5964 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 295861 | 952 | SH |  | SOLE |  | 0 | 0 | 952 |
| CHEVRON CORP NEW | COM | 166764100 |  | 297589 | 1925 | SH |  | SOLE |  | 0 | 0 | 1925 |
| INVESCO EXCHANGE TRADED FD T | S PUR GWT | 46137V266 |  | 351965 | 7366 | SH |  | SOLE |  | 0 | 0 | 7366 |
| INVESCO EXCHANGE TRADED FD T | DORSEY WRGT TECH | 46137V811 |  | 515880 | 6812 | SH |  | SOLE |  | 0 | 0 | 6812 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 423088 | 2999 | SH |  | SOLE |  | 0 | 0 | 2999 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 736930 | 3001 | SH |  | SOLE |  | 0 | 0 | 3001 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 826365 | 3810 | SH |  | SOLE |  | 0 | 0 | 3810 |
| DNP SELECT INCOME FD INC | COM | 23325P104 |  | 302816 | 30342 | SH |  | SOLE |  | 0 | 0 | 30342 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A409 |  | 26770772 | 256059 | SH |  | SOLE |  | 0 | 0 | 256059 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A508 |  | 43775540 | 790564 | SH |  | SOLE |  | 0 | 0 | 790564 |
| FIDELITY COVINGTON TRUST | MSCI RL EST ETF | 316092857 |  | 744476 | 26751 | SH |  | SOLE |  | 0 | 0 | 26751 |
| FIRST TR EXCHANGE-TRADED FD | SHS | 33734H106 |  | 5108093 | 110781 | SH |  | SOLE |  | 0 | 0 | 110781 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 |  | 865942 | 20082 | SH |  | SOLE |  | 0 | 0 | 20082 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 3592278 | 54852 | SH |  | SOLE |  | 0 | 0 | 54852 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 308204 | 3274 | SH |  | SOLE |  | 0 | 0 | 3274 |
| APPLE INC | COM | 037833100 |  | 15928867 | 62356 | SH |  | SOLE |  | 0 | 0 | 62356 |
| ABBOTT LABS | COM | 002824100 |  | 584966 | 4383 | SH |  | SOLE |  | 0 | 0 | 4383 |
| INVESCO EXCH TRADED FD TR II | PFD ETF | 46138E511 |  | 472787 | 40272 | SH |  | SOLE |  | 0 | 0 | 40272 |

---