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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 3 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IWF ISHARES TR 11,768.0 $1.5M 0.20% +10K +504.4% $124.17 -1.9%
42 DELL DELL TECHNOLOGIES INC Technology 3,383.0 $1.5M 0.20% +1K +43.9% $431.47 +0.8%
43 FORTINET INC 9,481.0 $1.5M 0.20% +6K +212.0% $153.62
44 VUG VANGUARD INDEX FDS 16,748.0 $1.4M 0.20% +14K +551.9% $86.14 +1.2%
45 PH PARKER-HANNIFIN CORP Industrials 1,462.0 $1.4M 0.20% +49.0 +3.5% $978.15 +2.2%
46 FIRST TR EXCHANGE TRADED FD 59,607.0 $1.4M 0.19% +300.0 +0.5% $23.85
47 IYW ISHARES TR 5,508.0 $1.4M 0.19% +4K +326.0% $252.23 -2.2%
48 BND VANGUARD BD INDEX FDS 18,361.0 $1.3M 0.18% +12K +199.1% $73.41 -1.5%
49 CCJ CAMECO CORP Energy 12,801.0 $1.3M 0.18% +465.0 +3.8% $101.86 -6.2%
50 VB VANGUARD INDEX FDS 4,260.0 $1.3M 0.18% +309.0 +7.8% $303.12 -0.1%
51 SCCO SOUTHERN COPPER CORP Basic Materials 7,035.0 $1.2M 0.17% +309.0 +4.6% $174.26 +14.0%
52 VMBS VANGUARD SCOTTSDALE FDS 26,186.0 $1.2M 0.17% +2K +7.0% $46.81 -1.2%
53 URA GLOBAL X FDS 27,255.0 $1.2M 0.16% +908.0 +3.5% $43.70 +0.3%
54 SGOL ETFS GOLD TR Financial Services 29,580.0 $1.1M 0.15% +366.0 +1.2% $38.23 +12.8%
55 IVW ISHARES TR 8,199.0 $1.1M 0.15% +2K +35.2% $137.53 +0.6%
56 GPIQ GOLDMAN SACHS ETF TR 18,792.0 $1.1M 0.15% +6K +45.9% $59.31 -4.8%
57 B BARRICK MNG CORP Basic Materials 30,267.0 $1.1M 0.15% +766.0 +2.6% $36.73 +26.0%
58 CSHI NEOS ETF TRUST 21,755.0 $1.1M 0.15% +7K +44.9% $49.81 -0.2%
59 SO SOUTHERN CO Utilities 11,301.0 $1.1M 0.15% +68.0 +0.6% $95.71 -4.5%
60 GPIX GOLDMAN SACHS ETF TR 19,113.0 $1.1M 0.14% +6K +48.7% $55.57 +0.5%
Page 3 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%