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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 8 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IUSG ISHARES TR 1,333.0 $251K 0.03% +14.0 +1.1% $188.09 +0.6%
142 SCHB SCHWAB STRATEGIC TR 8,610.0 $249K 0.03% +482.0 +5.9% $28.96 +1.8%
143 NEM NEWMONT CORP Basic Materials 2,500.0 $234K 0.03% +545.0 +27.9% $93.40 +36.7%
144 HII HUNTINGTON INGALLS INDS INC Industrials 743.0 $208K 0.03% +50.0 +7.2% $279.75 +7.7%
145 PDBC INVESCO ACTVELY MNGD ETC FD 11,172.0 $177K 0.02% +58.0 +0.5% $15.88 +16.8%
146 RITM RITHM CAPITAL CORP Real Estate 18,808.0 $177K 0.02% +285.0 +1.5% $9.39 +8.2%
147 F FORD MTR CO Consumer Cyclical 11,825.0 $164K 0.02% +735.0 +6.6% $13.90 +0.6%
148 SMR NUSCALE PWR CORP Utilities 13,385.0 $134K 0.02% +220.0 +1.7% $10.03 -9.6%
Page 8 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%