Balance Wealth, LLC

SEC CIK: 0002065247
Latest filing: Jul 21, 2026

SEC filings (opens in a new tab)

VRT holding history

Vertiv Holdings Co in every 13F filed by Balance Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

VRT overview All 13F holders of VRT Full Q2 2026 holdings

Shares (Q2 2026): 2,315
Value: $775.0K
% of portfolio: 0.2%
Quarters held: 4; Since Q3 2025

Holdings of VRT by Balance Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,315	$775.0K	0.2%	+166+7.7%	Added	Holders
Q1 2026	2,149	$538.7K	0.2%	+60+2.9%	Added	Holders
Q4 2025	2,089	$338.5K	0.1%	+57+2.8%	Added	Holders
Q3 2025	2,032	$306.6K	0.1%	+2,032	New	Holders