BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 7 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IEI ISHARES TR 3,088.0 $363K 0.05% +165.0 +5.6% $117.45 -0.9%
122 SPTL SPDR SERIES TRUST 13,712.0 $360K 0.05% +3K +22.4% $26.23 -4.3%
123 CRWV COREWEAVE INC Technology 3,535.0 $352K 0.05% +408.0 +13.1% $99.54 -9.8%
124 CGNG CAPITAL GROUP NEW GEOGRAPHY 9,344.0 $350K 0.05% +2K +32.1% $37.46 -1.6%
125 FVD FIRST TR EXCHANGE-TRADED FD 7,246.0 $349K 0.05% +199.0 +2.8% $48.18 +5.4%
126 MDT MEDTRONIC PLC Healthcare 4,342.0 $340K 0.05% +325.0 +8.1% $78.22 +18.9%
127 ESLT ELBIT SYS LTD Industrials 444.0 $337K 0.05% +45.0 +11.3% $758.30 -2.5%
128 SPYM SPDR SERIES TRUST 3,827.0 $336K 0.05% +139.0 +3.8% $87.88 +2.6%
129 BUXX EA SERIES TRUST 16,395.0 $332K 0.04% +490.0 +3.1% $20.24 +0.1%
130 AMGN AMGEN INC Healthcare 907.0 $328K 0.04% +20.0 +2.2% $362.14 +21.3%
131 LEU CENTRUS ENERGY CORP Energy 1,950.0 $327K 0.04% +32.0 +1.7% $167.85 +7.1%
132 FEMB FIRST TR EXCH TRADED FD III 11,092.0 $324K 0.04% +109.0 +1.0% $29.22 +1.6%
133 UEC URANIUM ENERGY CORP Energy 30,170.0 $322K 0.04% +2K +8.4% $10.66 +13.9%
134 LITHIUM AMERS CORP NEW 81,687.0 $314K 0.04% +20K +31.4% $3.85
135 JAAA JANUS DETROIT STR TR 6,186.0 $312K 0.04% +574.0 +10.2% $50.49 +0.4%
136 SLV ISHARES SILVER TR Financial Services 5,618.0 $300K 0.04% +996.0 +21.6% $53.47 +17.0%
137 VBR VANGUARD INDEX FDS 1,198.0 $291K 0.04% +6.0 +0.5% $242.97 +2.5%
138 DFAI DIMENSIONAL ETF TRUST 6,842.0 $282K 0.04% +587.0 +9.4% $41.25 +4.9%
139 LMBS FIRST TR EXCHANGE-TRADED FD 5,436.0 $271K 0.04% +125.0 +2.4% $49.78 -0.5%
140 SBUX STARBUCKS CORP Consumer Cyclical 2,623.0 $268K 0.04% +79.0 +3.1% $102.19 +3.5%
Page 7 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%