Institutions / Balboa Wealth Partners
Balboa Wealth Partners
CIK 1929008 · Institution · as of Dec 31, 2025
Portfolio value
$604.64M
Positions
433
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 433 →
| Company | Value | % of portfolio |
|---|---|---|
| Tesla Inc | $54.46M | 9.0% |
| NVIDIA Corp | $49.45M | 8.2% |
| Microsoft Corp | $27.10M | 4.5% |
| Apple Inc. | $18.95M | 3.1% |
| Advanced Micro Devices Inc | $17.43M | 2.9% |
| Alphabet Inc. | $14.51M | 2.4% |
| SPDR S&P 500 ETF Tr | $14.13M | 2.3% |
| Amazon.com Inc | $12.91M | 2.1% |
| Meta Platforms Inc | $11.81M | 2.0% |
| Vanguard Index Fds | $11.54M | 1.9% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $9.07M | 1.5% |
| Vanguard Index Fds | $8.62M | 1.4% |
| Warren E. Buffett | $7.57M | 1.3% |
| AppLovin Corp | $7.51M | 1.2% |
| Palantir Technologies Inc | $7.50M | 1.2% |
| Broadcom Inc. | $6.99M | 1.2% |
| Invesco Qqq Tr | $6.97M | 1.2% |
| SPDR Gold Tr | $6.85M | 1.1% |
| Alphabet Inc. | $6.15M | 1.0% |
| Berkshire Hathaway Inc Del | $6.04M | 1.0% |
| Micron Technology Inc | $6.03M | 1.0% |
| Zacks Trust | $5.77M | 1.0% |
| Dillard'S, Inc.DDS | $5.71M | 0.9% |
| SPDR S&P Midcap 400 ETF Tr | $5.54M | 0.9% |
| Costco Wholesale Corp /New | $5.37M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.