SEC 13F Intelligence

Balanced Wealth Group LLC / AAPL

Balanced Wealth Group LLC’s Apple Inc Position

Does Balanced Wealth Group LLC own Apple Inc (AAPL)? Yes — 62.3K shares worth $16M (+5.66% of its 13F portfolio) as of Q1 2026, down from 62.4K shares the prior filed quarter.

Position Value
$16M
Q1 2026
Shares
62.3K
% of Portfolio
+5.66%
Quarters Held
10
currently held

Position History AAPL

Reported value by quarter
Q4 ’23: $12MQ4 ’23Q1 ’24: $12MQ2 ’24: $14MQ2 ’24Q3 ’24: $15MQ4 ’24: $15MQ4 ’24Q1 ’25: $14MQ2 ’25: $13MQ2 ’25Q3 ’25: $13MQ4 ’25: $16MQ4 ’25Q1 ’26: $16Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202662.3K$16M+5.66%
Q4 202562.4K$16M+5.83%
Q3 202562.7K$13M+5.72%
Q2 202562.4K$13M+5.62%
Q1 202562.6K$14M+6.72%
Q4 202462.7K$15M+6.64%
Q3 202462.7K$15M+6.46%
Q2 202462.7K$14M+6.18%
Q1 202464.5K$12M+5.30%
Q4 202363.6K$12M+6.36%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Balanced Wealth Group LLC’s full portfolio or all institutional holders of AAPL.