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Balboa Wealth Partners

Latest statistics and disclosures from Balboa Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are TSLA, NVDA, MSFT, AAPL, AMD, and represent 27.68% of Balboa Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: IYH, FTSM, NFLX, META, VGSH, DUSB, XLK, XLE, EMLC, APLD.
Started 56 new stock positions in BINC, JPIE, MINT, FIIG, DUSB, IAU, MET, CGNG, AA, IBIT.
Reduced shares in these 10 stocks: NVDA, IYF, GLD, GOOG, VRT, ADBE, TSLA, JNK, S, DUOL.
Sold out of its positions in ATGE, Amphastar Pharmaceuticals In, BITB, BSX, IGR, Conmed Corp Note 2.250 6/1, DUOL, Exact Sciences Corp note 0.375% 3/0, BITQ, EXLS.
Balboa Wealth Partners was a net buyer of stock by $18M.
Balboa Wealth Partners has $605M in assets under management (AUM), dropping by 4.27%.
Central Index Key (CIK): 0001929008

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Portfolio Holdings for Balboa Wealth Partners

Balboa Wealth Partners holds 433 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Tesla Motors (TSLA)	9.0	$55M		121k	449.72	View chart
NVIDIA Corporation (NVDA)	8.2	$49M	-5%	265k	186.50	View chart
Microsoft Corporation (MSFT)	4.5	$27M		56k	483.62	View chart
Apple (AAPL)	3.1	$19M		70k	271.86	View chart
Advanced Micro Devices (AMD)	2.9	$17M		81k	214.16	View chart
Alphabet Cap Stk Cl C (GOOG)	2.4	$15M	-7%	46k	313.80	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.3	$14M		21k	681.91	View chart
Amazon (AMZN)	2.1	$13M	-3%	56k	230.82	View chart
Meta Platforms Cl A (META)	2.0	$12M	+20%	18k	660.09	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.9	$12M	+6%	18k	627.13	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	1.5	$9.1M	-4%	30k	303.89	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.4	$8.6M		26k	335.27	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.3	$7.6M	-4%	15k	502.65	View chart
Applovin Corp Com Cl A (APP)	1.2	$7.5M	-2%	11k	673.80	View chart
Palantir Technologies Cl A (PLTR)	1.2	$7.5M	-2%	42k	177.75	View chart
Broadcom (AVGO)	1.2	$7.0M	+3%	20k	346.10	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.2	$7.0M	+6%	11k	614.31	View chart
Spdr Gold Tr Gold Shs (GLD)	1.1	$6.9M	-15%	17k	396.31	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$6.1M		20k	313.01	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	1.0	$6.0M		8.00	754800.00	View chart
Micron Technology (MU)	1.0	$6.0M	-3%	21k	285.41	View chart
Zacks Trust Earngs Constant (ZECP)	1.0	$5.8M	+14%	166k	34.76	View chart
Dillards Cl A (DDS)	0.9	$5.7M		9.4k	606.34	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.9	$5.5M		9.2k	603.25	View chart
Costco Wholesale Corporation (COST)	0.9	$5.4M	-3%	6.2k	862.35	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$5.1M		82k	62.47	View chart
Sterling Construction Company (STRL)	0.8	$4.6M		15k	306.23	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.7	$4.1M		3.9k	1069.91	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.6	$3.9M	+82%	66k	58.73	View chart
Vertiv Holdings Com Cl A (VRT)	0.6	$3.6M	-22%	22k	162.01	View chart
JPMorgan Chase & Co. (JPM)	0.6	$3.5M	+3%	11k	322.21	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$3.5M	+5%	65k	53.76	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.5	$3.2M	-2%	16k	199.68	View chart
Ishares Tr Us Telecom Etf (IYZ)	0.5	$3.0M		89k	33.90	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.5	$2.9M	+96%	20k	143.97	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.5	$2.9M	NEW	44k	65.10	View chart
Mastercard Incorporated Cl A (MA)	0.5	$2.8M		5.0k	570.88	View chart
Boeing Company (BA)	0.5	$2.8M	-3%	13k	217.12	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.5	$2.8M	NEW	46k	59.93	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.5	$2.7M		25k	108.36	View chart
Goldman Sachs (GS)	0.4	$2.7M		3.1k	878.94	View chart
American Express Company (AXP)	0.4	$2.7M	+2%	7.2k	369.95	View chart
Netflix (NFLX)	0.4	$2.5M	+773%	27k	93.76	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.4	$2.5M	+100%	56k	44.71	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.4	$2.3M	+5%	88k	26.24	View chart
Zacks Trust Quality Internat	0.4	$2.3M	+29%	87k	26.52	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.4	$2.3M		4.8k	480.57	View chart
Abbvie (ABBV)	0.4	$2.2M	+3%	9.8k	228.50	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$2.2M	-4%	12k	190.99	View chart
Oracle Corporation (ORCL)	0.4	$2.2M	-9%	11k	194.90	View chart
Johnson & Johnson (JNJ)	0.4	$2.1M	+20%	10k	206.94	View chart
Zacks Trust Small/mid Cap (SMIZ)	0.4	$2.1M	+16%	57k	36.99	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$2.1M	+14%	21k	99.88	View chart
Visa Com Cl A (V)	0.3	$2.1M	+6%	6.0k	350.73	View chart
Ishares Tr Large Cap Max Bu (MAXJ)	0.3	$1.9M	-9%	68k	28.19	View chart
Ssga Active Tr State Street Fix (FISR)	0.3	$1.9M	+48%	72k	25.91	View chart
Ssga Active Tr State Street Us (XLSR)	0.3	$1.7M	-2%	28k	62.31	View chart
Raytheon Technologies Corp (RTX)	0.3	$1.7M	-2%	9.0k	183.39	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.3	$1.6M	-25%	14k	119.32	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.3	$1.6M	-7%	41k	38.73	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.3	$1.6M	-5%	3.4k	468.80	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.3	$1.5M	+263%	60k	25.82	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.3	$1.5M	NEW	30k	50.65	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$1.5M		11k	143.52	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$1.5M	-12%	25k	59.54	View chart
Aercap Holdings Nv SHS (AER)	0.2	$1.5M	-6%	10k	143.76	View chart
Eli Lilly & Co. (LLY)	0.2	$1.5M	-10%	1.4k	1074.86	View chart
Robinhood Mkts Com Cl A (HOOD)	0.2	$1.5M	+3%	13k	113.10	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.2	$1.5M	+2%	43k	34.26	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$1.5M		12k	123.26	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.2	$1.5M	+12%	69k	21.23	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.4M	+3%	2.1k	684.90	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$1.4M	+39%	32k	44.41	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.2	$1.4M	+8%	58k	23.62	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$1.3M		14k	96.03	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$1.3M	+91%	48k	26.91	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.3M	+4%	11k	120.34	View chart
Duke Energy Corp Com New (DUK)	0.2	$1.3M	-2%	11k	117.21	View chart
Cameco Corporation (CCJ)	0.2	$1.2M		13k	91.49	View chart
Parker-Hannifin Corporation (PH)	0.2	$1.2M	-3%	1.3k	878.98	View chart
Marvell Technology (MRVL)	0.2	$1.2M		14k	84.98	View chart
Home Depot (HD)	0.2	$1.2M	+5%	3.4k	344.13	View chart
Intuitive Surgical Com New (ISRG)	0.2	$1.2M	-3%	2.1k	566.47	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$1.2M	+23%	12k	93.97	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.2	$1.2M		28k	41.08	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$1.1M		25k	46.81	View chart
Global X Fds Global X Uranium (URA)	0.2	$1.1M		27k	42.73	View chart
Barrick Mng Corp Com Shs (B)	0.2	$1.1M	-2%	26k	43.55	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.2	$1.1M	+7%	27k	41.86	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.2	$1.0M	+96%	18k	57.92	View chart
Verizon Communications (VZ)	0.2	$1.0M	-3%	25k	40.73	View chart
Procter & Gamble Company (PG)	0.2	$1.0M	+14%	7.0k	143.32	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$1.0M	+2%	3.2k	314.80	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$1.0M	+29%	13k	77.02	View chart
Southern Copper Corporation (SCCO)	0.2	$991k	+2%	6.9k	143.47	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$989k		21k	46.59	View chart
Charles Schwab Corporation (SCHW)	0.2	$982k		9.8k	99.91	View chart
Wal-Mart Stores (WMT)	0.2	$980k	+11%	8.8k	111.41	View chart
Southern Company (SO)	0.2	$975k	+6%	11k	87.20	View chart
Tidal Trust Iii Vistashares Trgt (OMAH)	0.2	$974k	-29%	52k	18.74	View chart
Corning Incorporated (GLW)	0.2	$967k	+9%	11k	87.56	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$963k	+13%	20k	47.08	View chart
International Business Machines (IBM)	0.2	$960k	+13%	3.2k	296.17	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$938k	-2%	17k	54.77	View chart
Adobe Systems Incorporated (ADBE)	0.2	$913k	-52%	2.6k	349.95	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$909k		1.9k	473.42	View chart
Nucor Corporation (NUE)	0.1	$902k		5.5k	163.11	View chart
First Tr Exchange Traded Nasdaq Buywrite (FTQI)	0.1	$900k	-10%	43k	20.82	View chart
McKesson Corporation (MCK)	0.1	$893k	+22%	1.1k	820.01	View chart
McDonald's Corporation (MCD)	0.1	$892k	+2%	2.9k	305.62	View chart
Nebius Group Shs Class A (NBIS)	0.1	$890k	+18%	11k	83.70	View chart
Spdr Series Trust State Street Spd (XAR)	0.1	$888k	-6%	3.7k	241.25	View chart
Palo Alto Networks (PANW)	0.1	$878k	-10%	4.8k	184.20	View chart
Abbott Laboratories (ABT)	0.1	$874k		7.0k	125.29	View chart
Applied Digital Corp Com New (APLD)	0.1	$872k	NEW	36k	24.52	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$857k	-4%	26k	32.75	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.1	$845k	+77%	11k	75.91	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$844k		4.0k	210.34	View chart
Spdr Series Trust State Street Spd (SPIB)	0.1	$842k	-9%	25k	33.81	View chart
Ares Capital Corporation (ARCC)	0.1	$834k	-7%	41k	20.23	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$829k	+10%	16k	50.46	View chart
Servicenow (NOW)	0.1	$819k	+381%	5.3k	153.19	View chart
At&t (T)	0.1	$810k	-20%	33k	24.84	View chart
Caterpillar (CAT)	0.1	$797k	+31%	1.4k	572.77	View chart
Tidal Trust Iii Rockefeller Opp (RMOP)	0.1	$793k	NEW	32k	25.03	View chart
Lockheed Martin Corporation (LMT)	0.1	$787k	+17%	1.6k	483.77	View chart
Qualcomm (QCOM)	0.1	$781k	+2%	4.6k	171.05	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$777k	-2%	14k	54.71	View chart
Southern Missouri Ban (SMBC)	0.1	$765k		13k	59.12	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$760k	+30%	15k	50.59	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$753k	+4%	7.5k	100.39	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$723k	+4%	4.7k	154.80	View chart
Pfizer (PFE)	0.1	$723k		29k	24.90	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$712k		10k	70.99	View chart
Chevron Corporation (CVX)	0.1	$707k		4.6k	152.40	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$705k		7.9k	89.46	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$704k	+10%	8.8k	79.73	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$704k	+5%	1.4k	487.86	View chart
Philip Morris International (PM)	0.1	$702k	+4%	4.4k	160.42	View chart
TJX Companies (TJX)	0.1	$702k	+8%	4.6k	153.61	View chart
Cisco Systems (CSCO)	0.1	$699k		9.1k	77.03	View chart
Cheniere Energy Com New (LNG)	0.1	$692k	-13%	3.6k	194.37	View chart
Merck & Co (MRK)	0.1	$691k	+47%	6.6k	105.27	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$690k		2.8k	246.16	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$688k	NEW	6.9k	100.34	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$686k		10k	66.00	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$685k	-10%	12k	57.24	View chart
United Parcel Service CL B (UPS)	0.1	$682k		6.9k	99.20	View chart
Spdr Series Trust State Street Spd (SPTL)	0.1	$679k	NEW	26k	26.47	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$674k	-21%	14k	46.86	View chart
Sun Communities (SUI)	0.1	$663k	-12%	5.4k	123.91	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$662k	+5%	2.6k	257.95	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$662k	+5%	15k	44.47	View chart
Welltower Inc Com reit (WELL)	0.1	$640k	-2%	3.4k	185.59	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$637k	+16%	6.9k	92.30	View chart
Block Cl A (XYZ)	0.1	$633k	-21%	9.7k	65.09	View chart
Gabelli Utility Trust (GUT)	0.1	$631k	-3%	105k	6.03	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$630k	-50%	6.9k	91.38	View chart
General Dynamics Corporation (GD)	0.1	$616k	+4%	1.8k	336.65	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$614k	+11%	22k	27.43	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$607k	+6%	12k	49.15	View chart
Novo-nordisk A S Adr (NVO)	0.1	$606k		12k	50.88	View chart
Eaton Corp SHS (ETN)	0.1	$602k	-7%	1.9k	318.51	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$598k		15k	39.59	View chart
Ge Aerospace Com New (GE)	0.1	$593k	-10%	1.9k	308.08	View chart
Chipotle Mexican Grill (CMG)	0.1	$592k		16k	37.00	View chart
Capital Group Global Equity SHS (CGGE)	0.1	$589k	+3%	19k	31.63	View chart
MercadoLibre (MELI)	0.1	$588k	-30%	292.00	2014.26	View chart
Intel Corporation (INTC)	0.1	$586k	+96%	16k	36.90	View chart
Hercules Technology Growth Capital (HTGC)	0.1	$584k		31k	18.82	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$579k	+46%	9.0k	64.42	View chart
Amphenol Corp Cl A (APH)	0.1	$579k	+10%	4.3k	135.15	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$574k		9.7k	59.28	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$570k	+7%	16k	35.33	View chart
American Tower Reit (AMT)	0.1	$567k	-2%	3.2k	175.57	View chart
Morgan Stanley Com New (MS)	0.1	$565k		3.2k	177.53	View chart
Main Street Capital Corporation (MAIN)	0.1	$561k		9.3k	60.39	View chart
Citigroup Com New (C)	0.1	$551k	+24%	4.7k	116.69	View chart
Digital Realty Trust (DLR)	0.1	$549k	-20%	3.5k	154.71	View chart
Bank of America Corporation (BAC)	0.1	$543k	+12%	9.9k	55.00	View chart
Applied Materials (AMAT)	0.1	$540k	-17%	2.1k	257.02	View chart
Coca-Cola Company (KO)	0.1	$537k	+4%	7.7k	69.91	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$531k	NEW	10k	52.77	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$526k	+9%	13k	40.23	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$526k	+6%	2.0k	258.77	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$523k	+60%	9.9k	52.62	View chart
Eagle Pt Cr (ECC)	0.1	$520k	+62%	90k	5.76	View chart
Albemarle Corporation (ALB)	0.1	$517k	+15%	3.7k	141.44	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$515k		4.3k	120.18	View chart
Arista Networks Com Shs (ANET)	0.1	$513k		3.9k	131.03	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$513k	+9%	8.8k	58.12	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$510k	+17%	15k	34.65	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$509k	+45%	11k	45.88	View chart
First Tr Exchange-traded Mngd Futrs Strgy (FMF)	0.1	$508k	+2%	11k	47.05	View chart
Federal Agric Mtg Corp CL C (AGM)	0.1	$500k	-16%	2.9k	175.57	View chart
Cummins (CMI)	0.1	$499k	-5%	977.00	510.68	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$497k	+14%	7.0k	71.45	View chart
Oneok (OKE)	0.1	$493k		6.7k	73.50	View chart
S&p Global (SPGI)	0.1	$487k		932.00	522.78	View chart
Bank of New York Mellon Corporation (BK)	0.1	$482k	+31%	4.2k	116.10	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$477k	NEW	20k	23.37	View chart
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR)	0.1	$470k		17k	27.10	View chart
Lam Research Corp Com New (LRCX)	0.1	$468k	NEW	2.7k	171.18	View chart
BP Sponsored Adr (BP)	0.1	$467k		13k	34.73	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$466k	NEW	17k	27.38	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$464k		6.3k	73.56	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$462k	+18%	6.1k	75.44	View chart
Walt Disney Company (DIS)	0.1	$460k		4.0k	113.77	View chart
First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD)	0.1	$459k	+2%	21k	21.46	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$458k		5.1k	90.01	View chart
Centrus Energy Corp Cl A (LEU)	0.1	$458k	+126%	1.9k	242.82	View chart
Huntington Bancshares Incorporated (HBAN)	0.1	$458k	+10%	26k	17.35	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.1	$458k		11k	41.27	View chart
Spdr Series Trust State Street Spd (EMHC)	0.1	$454k		18k	25.46	View chart
Illumina (ILMN)	0.1	$452k		3.4k	131.16	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$450k	-2%	8.8k	50.86	View chart
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ)	0.1	$448k	+7%	8.5k	52.87	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.1	$447k	+7%	8.5k	52.80	View chart
Enbridge (ENB)	0.1	$444k		9.3k	47.83	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$440k	+7%	5.9k	74.07	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$438k		2.5k	177.34	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	0.1	$436k	+15%	15k	28.84	View chart
Occidental Petroleum Corporation (OXY)	0.1	$427k	-20%	10k	41.12	View chart
Travelers Companies (TRV)	0.1	$418k	-10%	1.4k	290.06	View chart
Medtronic SHS (MDT)	0.1	$418k	+83%	4.4k	96.05	View chart
Spdr Series Trust Bloomberg Enhncd (CERY)	0.1	$416k	-41%	15k	28.55	View chart
Zacks Trust Focus Growth Etf (GROZ)	0.1	$415k	+15%	14k	29.80	View chart
Target Corporation (TGT)	0.1	$409k	+4%	4.2k	97.75	View chart
Western Digital (WDC)	0.1	$407k	-32%	2.4k	172.27	View chart
Northrop Grumman Corporation (NOC)	0.1	$400k	-10%	701.00	570.10	View chart
Dell Technologies CL C (DELL)	0.1	$397k	+62%	3.2k	125.89	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$393k	+70%	2.1k	191.57	View chart
Fabrinet SHS (FN)	0.1	$393k	+2%	863.00	455.28	View chart
Evergy (EVRG)	0.1	$389k		5.4k	72.49	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$388k	+6%	4.2k	92.52	View chart
Coreweave Com Cl A (CRWV)	0.1	$386k	+13%	5.4k	71.61	View chart
Spdr Series Trust State Stret Spdr (TIPX)	0.1	$368k	+2%	19k	19.08	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$367k		2.6k	141.49	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$366k		7.9k	46.08	View chart
Gilead Sciences (GILD)	0.1	$366k	NEW	3.0k	122.76	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$363k		7.2k	50.58	View chart
Consolidated Edison (ED)	0.1	$363k	+16%	3.7k	99.33	View chart
Cloudflare Cl A Com (NET)	0.1	$360k		1.8k	197.15	View chart
Simpson Manufacturing (SSD)	0.1	$360k	-5%	2.2k	161.47	View chart
First Tr Exchange-traded Ft Vest Gold (IGLD)	0.1	$359k	-4%	14k	25.01	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$358k	-2%	8.2k	43.64	View chart
Williams Companies (WMB)	0.1	$358k	+3%	5.9k	60.11	View chart
Putnam Etf Trust Franklin Sht Trm	0.1	$356k	NEW	36k	9.93	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$356k	+15%	4.1k	87.16	View chart
Waste Management (WM)	0.1	$352k	-20%	1.6k	219.67	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.1	$352k		581.00	605.01	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.1	$351k	+30%	13k	26.52	View chart
Pepsi (PEP)	0.1	$349k		2.4k	143.54	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$347k		6.0k	57.91	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$347k		3.6k	96.88	View chart
Moody's Corporation (MCO)	0.1	$344k	-9%	674.00	510.92	View chart
Mueller Wtr Prods Com Ser A (MWA)	0.1	$344k	-2%	14k	23.82	View chart
First Tr Exchange-traded Common Shs (FDD)	0.1	$344k	-30%	20k	17.50	View chart
Comfort Systems USA (FIX)	0.1	$338k	+4%	362.00	933.29	View chart
Medpace Hldgs (MEDP)	0.1	$337k	+7%	600.00	561.65	View chart
Boyd Gaming Corporation (BYD)	0.1	$336k	-3%	3.9k	85.24	View chart
Brookfield Infrastructure Com Sub Vtg A (BIPC)	0.1	$335k	+23%	7.4k	45.40	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$334k	-53%	1.2k	279.14	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$332k	+11%	4.3k	77.67	View chart
First Tr High Yield Opprt 20 (FTHY)	0.1	$332k	-2%	24k	14.07	View chart
Dominion Resources (D)	0.1	$331k	-21%	5.6k	58.59	View chart
Spdr Series Trust State Street Spd (SPTM)	0.1	$330k		4.0k	82.50	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$330k	-28%	2.1k	154.13	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$330k	NEW	12k	28.48	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.1	$329k		6.2k	52.81	View chart
Illinois Tool Works (ITW)	0.1	$329k	-5%	1.3k	246.26	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$327k	-9%	3.2k	101.98	View chart
Cardinal Health (CAH)	0.1	$326k	NEW	1.6k	205.46	View chart
Emerson Electric (EMR)	0.1	$323k	-8%	2.4k	132.70	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.1	$322k	+15%	6.0k	53.86	View chart
Ea Series Trust Strive Enhanced (BUXX)	0.1	$319k		16k	20.24	View chart
Arm Holdings Sponsored Ads (ARM)	0.1	$318k	-6%	2.9k	109.31	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$318k	+82%	2.7k	119.40	View chart
Kinder Morgan (KMI)	0.1	$318k	+13%	12k	27.49	View chart
First Tr Exch Traded Fd Iii Eme Mrk Bd Etf (FEMB)	0.1	$318k	NEW	11k	29.80	View chart
Uranium Energy (UEC)	0.1	$316k	+3%	27k	11.68	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$316k	NEW	1.0k	301.04	View chart
State Street Corporation (STT)	0.1	$315k	+19%	2.4k	129.01	View chart
Amgen (AMGN)	0.1	$313k	-7%	956.00	327.39	View chart
Prologis (PLD)	0.1	$312k	+7%	2.4k	127.68	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$309k		6.6k	46.54	View chart
Etf Ser Solutions Aam Transformers (TRFM)	0.1	$308k	+6%	6.5k	47.65	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.1	$307k	+6%	8.6k	35.84	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$304k	+11%	1.0k	290.13	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$303k		2.1k	143.33	View chart
Ventas (VTR)	0.0	$302k	NEW	3.9k	77.38	View chart
Honeywell International (HON)	0.0	$299k	NEW	1.5k	195.08	View chart
Grayscale Coindesk Crypto Usd Shs (GDLC)	0.0	$298k	NEW	7.2k	41.32	View chart
Spdr Series Trust State Street Spd (SPLG)	0.0	$296k	+19%	3.7k	80.22	View chart
John Hancock Exchange Traded Multi Intl Etf (JHMD)	0.0	$295k		7.1k	41.53	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.0	$295k		7.7k	38.32	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$295k	NEW	3.6k	81.17	View chart
Mid-America Apartment (MAA)	0.0	$294k	-5%	2.1k	138.91	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$291k	NEW	12k	24.04	View chart
Booking Holdings (BKNG)	0.0	$289k	-6%	54.00	5358.48	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$288k	+2%	2.0k	141.06	View chart
UnitedHealth (UNH)	0.0	$285k	-25%	865.00	329.93	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.0	$280k	-24%	4.6k	60.35	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.0	$279k		7.6k	36.58	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$279k		747.00	373.39	View chart
Ishares Em Mkts Div Etf (DVYE)	0.0	$278k	-6%	8.9k	31.16	View chart
Altria (MO)	0.0	$275k	+9%	4.8k	57.66	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.0	$274k		7.7k	35.64	View chart
Grayscale Ethereum Mini Tr E Shs New (ETH)	0.0	$274k	NEW	9.8k	28.06	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$273k	-3%	8.8k	30.96	View chart
Lithium Amers Corp Com Shs (LAC)	0.0	$272k	+29%	62k	4.36	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.0	$271k	+26%	2.1k	130.10	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.0	$269k	NEW	5.8k	46.29	View chart
Alcoa (AA)	0.0	$269k	NEW	5.1k	53.14	View chart
salesforce (CRM)	0.0	$268k	-3%	1.0k	264.91	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$267k	NEW	5.4k	49.65	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$266k		1.7k	160.97	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$263k		1.2k	211.83	View chart
Wells Fargo & Company (WFC)	0.0	$262k	-30%	2.8k	93.20	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.0	$262k	+2%	6.4k	40.86	View chart
Chubb (CB)	0.0	$260k	NEW	833.00	312.12	View chart
Primoris Services (PRIM)	0.0	$259k	+11%	2.1k	124.14	View chart
MetLife (MET)	0.0	$258k	NEW	3.3k	78.93	View chart
Marathon Petroleum Corp (MPC)	0.0	$258k	-25%	1.6k	162.63	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.0	$257k	NEW	5.1k	49.99	View chart
Johnson Ctls Intl SHS (JCI)	0.0	$254k	-15%	2.1k	119.75	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$253k	-4%	1.2k	212.07	View chart
Us Bancorp Del Com New (USB)	0.0	$253k	NEW	4.7k	53.36	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.0	$253k	NEW	2.2k	113.83	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$251k	-41%	913.00	275.39	View chart
Fox Corp Cl A Com (FOXA)	0.0	$251k	NEW	3.4k	73.07	View chart
Truist Financial Corp equities (TFC)	0.0	$249k	NEW	5.1k	49.21	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$249k	-6%	5.0k	49.90	View chart
Celestica (CLS)	0.0	$249k	NEW	841.00	295.61	View chart
Cigna Corp (CI)	0.0	$243k	-3%	881.00	275.28	View chart
Spdr Series Trust State Street Spd (SPYG)	0.0	$241k	NEW	2.3k	106.70	View chart
Spdr Series Trust Bloomberg Emergi (EBND)	0.0	$237k	+2%	11k	21.37	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$236k	-4%	13k	18.22	View chart
Automatic Data Processing (ADP)	0.0	$236k	+6%	917.00	257.30	View chart
Fortinet (FTNT)	0.0	$235k	-12%	3.0k	79.41	View chart
Huntington Ingalls Inds (HII)	0.0	$235k	NEW	691.00	340.14	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$234k		1.7k	141.17	View chart
Trimble Navigation (TRMB)	0.0	$234k		3.0k	78.35	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$234k		2.5k	94.16	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.0	$231k	NEW	2.4k	98.32	View chart
Trane Technologies SHS (TT)	0.0	$231k	-26%	593.00	389.20	View chart
Spdr Series Trust State Street Spd (SPAB)	0.0	$230k	NEW	8.9k	25.75	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	0.0	$229k	NEW	8.4k	27.35	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$229k	-5%	2.4k	96.18	View chart
Patrick Industries (PATK)	0.0	$229k		2.1k	108.42	View chart
Capital Group New Geography SHS (CGNG)	0.0	$227k	NEW	7.1k	31.93	View chart
Phibro Animal Health Corp Cl A Com (PAHC)	0.0	$226k	+13%	6.0k	37.36	View chart
Enterprise Products Partners (EPD)	0.0	$226k		7.0k	32.06	View chart
Applied Industrial Technologies (AIT)	0.0	$225k	+12%	877.00	256.77	View chart
First Tr Exchange-traded Ft Vest Tec (TDVI)	0.0	$223k	NEW	8.0k	27.74	View chart
Argan (AGX)	0.0	$222k	-15%	708.00	313.44	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$222k		1.3k	167.94	View chart
Clear Secure Com Cl A (YOU)	0.0	$220k	NEW	6.3k	35.08	View chart
Astrazeneca Sponsored Adr (AZN)	0.0	$220k	NEW	2.4k	91.93	View chart
Vaneck Etf Trust Emerging Mrkt Hi (HYEM)	0.0	$220k	NEW	11k	19.89	View chart
Uber Technologies (UBER)	0.0	$219k	+23%	2.7k	81.71	View chart
Thermo Fisher Scientific (TMO)	0.0	$218k	-10%	376.00	579.45	View chart
Vistra Energy (VST)	0.0	$217k	-35%	1.3k	161.33	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$215k	NEW	1.8k	119.35	View chart
Goldman Sachs Etf Tr Access U S Pfd S (GPRF)	0.0	$215k	-3%	4.2k	50.63	View chart
First Tr Exchange-traded Intermediate Dur (FIIG)	0.0	$214k	NEW	10k	21.20	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$214k		3.0k	71.42	View chart
Bitwise Funds Trust Crypto Industry	0.0	$214k	NEW	11k	19.93	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$213k		8.1k	26.23	View chart
CVS Caremark Corporation (CVS)	0.0	$212k	NEW	2.7k	79.36	View chart
Starbucks Corporation (SBUX)	0.0	$212k	-5%	2.5k	84.21	View chart
Collegium Pharmaceutical Inc Common Stock Usd (COLL)	0.0	$209k	NEW	4.5k	46.30	View chart
Smartstop Self Storag Reit I Common Stock (SMA)	0.0	$209k	NEW	6.7k	30.94	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	0.0	$208k	NEW	8.0k	26.01	View chart
Brinker International (EAT)	0.0	$205k	NEW	1.4k	143.52	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.0	$204k	NEW	3.8k	53.37	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.0	$203k		4.2k	48.72	View chart
Sentinelone Cl A (S)	0.0	$203k	-76%	14k	15.00	View chart
NetApp (NTAP)	0.0	$201k	-18%	1.9k	107.09	View chart
American Healthcare Reit Com Shs (AHR)	0.0	$200k	-33%	4.3k	47.06	View chart
Rithm Capital Corp Com New (RITM)	0.0	$199k		18k	10.90	View chart
Lithium Argentina Com Shs (LAR)	0.0	$194k	-3%	35k	5.58	View chart
Avepoint Com Cl A (AVPT)	0.0	$194k	+11%	14k	13.89	View chart
Nuscale Pwr Corp Cl A Com (SMR)	0.0	$191k	+5%	14k	14.17	View chart
Arlo Technologies (ARLO)	0.0	$185k	+9%	13k	13.99	View chart
Archer Aviation Com Cl A (ACHR)	0.0	$176k	+90%	24k	7.52	View chart
Grayscale Solana Tr Etf SHS	0.0	$138k	NEW	15k	9.10	View chart
Aveanna Healthcare Hldgs (AVAH)	0.0	$138k	+13%	17k	8.17	View chart
Lumentum Hldgs Note 0.500%12/1 (Principal)	0.0	$97k		26k	3.71	View chart
Western Digital Corp Note 3.000%11/1 (Principal)	0.0	$87k	-5%	19k	4.59	View chart
Loop Inds (LOOP)	0.0	$57k	-13%	57k	1.00	View chart
Advanced Energy Inds Note 2.500% 9/1 (Principal)	0.0	$42k		26k	1.63	View chart
Chefs Whse Note 2.375%12/1 (Principal)	0.0	$40k		26k	1.52	View chart
Uber Technologies Note 0.875%12/0 (Principal)	0.0	$39k	+3%	30k	1.30	View chart
Live Nation Entertainment In Note 3.125% 1/1 (Principal)	0.0	$38k		26k	1.45	View chart
Southern Note 4.500% 6/1 (Principal)	0.0	$36k	+17%	34k	1.07	View chart
Osi Systems Note 2.250% 8/0 (Principal)	0.0	$35k		24k	1.47	View chart
Cloudflare Note 8/1 (Principal)	0.0	$34k		29k	1.17	View chart
On Semiconductor Corp Note 5/0 (Principal)	0.0	$33k		28k	1.19	View chart
Ford Mtr Note 3/1 (Principal)	0.0	$33k	-3%	32k	1.04	View chart
Meritage Homes Corp Note 1.750% 5/1 (Principal)	0.0	$33k	-2%	34k	0.97	View chart
Lantheus Hldgs Note 2.625%12/1 (Principal)	0.0	$33k	+52%	29k	1.14	View chart
Liberty Media Corp Del Note 2.250% 8/1 (Principal)	0.0	$33k		26k	1.27	View chart
Wec Energy Group Note 4.375% 6/0 (Principal)	0.0	$33k	+3%	28k	1.16	View chart
Tetra Tech DBCV 2.250% 8/1	0.0	$31k	+45%	29k	1.08	View chart
Biomarin Pharmaceutical Note 1.250% 5/1 (Principal)	0.0	$31k	-3%	32k	0.95	View chart
Halozyme Therapeutics Note 0.250% 3/0 (Principal)	0.0	$30k		28k	1.08	View chart
Dexcom Note 0.375% 5/1 (Principal)	0.0	$30k	-8%	33k	0.92	View chart
Snowflake Note 10/0 (Principal)	0.0	$30k	NEW	20k	1.48	View chart
Haemonetics Corp Mass Note 3/0 (Principal)	0.0	$30k		30k	0.98	View chart
Vail Resorts Note 1/0 (Principal)	0.0	$29k		30k	0.98	View chart
Cheesecake Factory Note 0.375% 6/1 (Principal)	0.0	$29k		30k	0.98	View chart
Akamai Technologies Note 0.375% 9/0 (Principal)	0.0	$29k		29k	1.00	View chart
Dropbox Note 3/0 (Principal)	0.0	$29k		29k	0.98	View chart
Fluor Corp Note 1.125% 8/1 (Principal)	0.0	$28k	-3%	25k	1.14	View chart
Nutanix Note 0.250%10/0 (Principal)	0.0	$27k	-4%	24k	1.13	View chart
Post Hldgs Note 2.500% 8/1 (Principal)	0.0	$27k	-3%	25k	1.07	View chart
Mirum Pharmaceuticals Note 4.000% 5/0 (Principal)	0.0	$26k		10k	2.56	View chart
Pg&e Corp Note 4.250%12/0 (Principal)	0.0	$25k	-7%	24k	1.03	View chart
Alnylam Pharmaceuticals Note 1.000% 9/1 (Principal)	0.0	$22k		15k	1.47	View chart
Integer Hldgs Corp Note 2.125% 2/1 (Principal)	0.0	$21k	-5%	19k	1.12	View chart
Ionis Pharmaceuticals Note 4/0 (Principal)	0.0	$21k		15k	1.37	View chart
MKS Note 1.250% 6/0 (Principal)	0.0	$21k		16k	1.28	View chart
Mgp Ingredients Note 1.875%11/1 (Principal)	0.0	$20k		21k	0.97	View chart
Northern Oil & Gas Note 3.625% 4/1 (Principal)	0.0	$19k		20k	0.95	View chart
Patrick Inds Note 1.750%12/0 (Principal)	0.0	$17k	-50%	10k	1.69	View chart
Rivian Automotive Note 4.625% 3/1 (Principal)	0.0	$16k	-7%	13k	1.25	View chart
Irhythm Technologies Note 1.500% 9/0 (Principal)	0.0	$15k	NEW	11k	1.38	View chart
Etsy Note 0.125%10/0 (Principal)	0.0	$14k	-6%	14k	1.01	View chart
Freshpet Note 3.000% 4/0 (Principal)	0.0	$14k		12k	1.17	View chart
Progress Software Corp Note 3.500% 3/0 (Principal)	0.0	$13k	-7%	13k	1.01	View chart
Harvard Bioscience (HBIO)	0.0	$6.7k	-14%	10k	0.67	View chart
Immunic (IMUX)	0.0	$6.4k		12k	0.53	View chart

Past Filings by Balboa Wealth Partners

SEC 13F filings are viewable for Balboa Wealth Partners going back to 2022

Balboa Wealth Partners 2025 Q4 filed Jan. 16, 2026
Balboa Wealth Partners 2025 Q3 filed Nov. 6, 2025
Balboa Wealth Partners 2025 Q2 filed July 29, 2025
Balboa Wealth Partners 2025 Q1 filed April 23, 2025
Balboa Wealth Partners 2024 Q4 filed Feb. 10, 2025
Balboa Wealth Partners 2024 Q3 filed Nov. 6, 2024
Balboa Wealth Partners 2024 Q2 filed Aug. 13, 2024
Balboa Wealth Partners 2024 Q1 filed May 13, 2024
Balboa Wealth Partners 2023 Q4 filed Feb. 9, 2024
Balboa Wealth Partners 2023 Q3 filed Oct. 23, 2023
Balboa Wealth Partners 2023 Q2 filed Aug. 8, 2023
Balboa Wealth Partners 2023 Q1 filed May 12, 2023
Balboa Wealth Partners 2022 Q4 filed Feb. 14, 2023
Balboa Wealth Partners 2022 Q3 filed Jan. 4, 2023

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