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Portfolio (Quarterly) Guide ↗

Balboa Wealth Partners

· CIK 0001929008
13F Portfolio $734M AUM 476 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 79 New 148 Added 184 Reduced 58 Exited
Page 2 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ABBV ABBVIE INC Healthcare 10,057.0 $2.5M 0.34% +567.0 +6.0% $251.63 +4.1%
22 AVDV AMERICAN CENTY ETF TR 23,061.0 $2.4M 0.32% +1K +4.8% $103.05 +7.5%
23 AXP AMERICAN EXPRESS CO Financial Services 6,847.0 $2.3M 0.32% +514.0 +8.1% $338.26 -2.1%
24 HYTI FIRST TR EXCHANGE-TRADED FD 119,986.0 $2.3M 0.31% +34K +39.7% $19.11 -0.7%
25 DIA STATE STR SPDR DOW JONES IND Financial Services 4,265.0 $2.2M 0.30% +2K +71.9% $522.39 +1.0%
26 NOW SERVICENOW INC Technology 21,512.0 $2.1M 0.29% +18K +578.8% $99.28 +30.7%
27 AVEM AMERICAN CENTY ETF TR 21,902.0 $2.1M 0.29% +4K +19.8% $96.49 -3.1%
28 V VISA INC Financial Services 6,039.0 $2.1M 0.28% +466.0 +8.4% $343.11 +6.6%
29 FDT FIRST TR EXCH TRD ALPHDX FD 21,107.0 $2.0M 0.27% +3K +14.4% $94.68 -0.1%
30 IWD ISHARES TR 7,746.0 $1.9M 0.26% +4K +107.5% $242.43 +5.7%
31 VYM VANGUARD WHITEHALL FDS 11,240.0 $1.8M 0.24% +529.0 +4.9% $158.03 +3.8%
32 SCHE SCHWAB STRATEGIC TR 48,471.0 $1.8M 0.24% +20K +71.6% $36.26 +1.2%
33 EMLC VANECK ETF TRUST 66,550.0 $1.7M 0.23% +1K +1.6% $25.56 +0.6%
34 BUFR FIRST TR EXCHNG TRADED FD VI 44,128.0 $1.6M 0.22% +2K +4.9% $36.53 +1.9%
35 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 58,318.0 $1.5M 0.21% +8K +15.9% $25.95 +23.9%
36 CAT CATERPILLAR INC Industrials 1,414.0 $1.5M 0.20% +106.0 +8.1% $1064.81 -23.4%
37 IVV ISHARES TR 1,997.0 $1.5M 0.20% +40.0 +2.0% $748.88 +2.3%
38 MINT PIMCO ETF TR 14,558.0 $1.5M 0.20% +7K +97.0% $100.81 -0.1%
39 CSCO CISCO SYS INC Technology 12,479.0 $1.5M 0.20% +2K +24.4% $117.46 -6.7%
40 SPMO INVESCO EXCH TRADED FD TR II 9,070.0 $1.5M 0.20% +3K +41.7% $161.54 -8.2%
Page 2 of 8  ·  148 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 45.8%
Consumer Cyclical 15.0%
Financial Services 12.9%
Industrials 8.4%
Communication Services 7.4%
Healthcare 3.2%
Consumer Defensive 2.2%
Energy 2.0%
Utilities 1.3%
Basic Materials 1.0%