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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 1 of 3  ·  58 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 IJS ISHARES TR 18,083 $2.1M 0.36% SOLD
2 PRIM PRIMORIS SVCS CORP Industrials 2,988 $427K 0.07% SOLD
3 FDD FIRST TR EXCHANGE-TRADED FD 22,923 $408K 0.07% SOLD
4 TIPX SPDR SERIES TRUST 19,123 $367K 0.06% SOLD
5 HON HONEYWELL INTL INC Industrials 1,578 $357K 0.06% SOLD
6 IGLD FIRST TR EXCHANGE-TRADED FD 13,955 $356K 0.06% SOLD
7 SPAB SPDR SERIES TRUST 13,265 $340K 0.06% SOLD
8 IAU ISHARES GOLD TR Financial Services 3,648 $322K 0.05% SOLD
9 VTR VENTAS INC Real Estate 3,897 $319K 0.05% SOLD
10 NEE NEXTERA ENERGY INC Utilities 3,201 $297K 0.05% SOLD
11 O REALTY INCOME CORP Real Estate 4,836 $296K 0.05% SOLD
12 FEM FIRST TR EXCH TRD ALPHDX FD 9,206 $276K 0.05% SOLD
13 OHI OMEGA HEALTHCARE INVS INC Real Estate 6,101 $267K 0.04% SOLD
14 MTDR MATADOR RES CO Energy 4,046 $256K 0.04% SOLD
15 GWX SPDR INDEX SHS FDS 6,039 $255K 0.04% SOLD
16 COP CONOCOPHILLIPS Energy 1,862 $246K 0.04% SOLD
17 IEF ISHARES TR 2,527 $241K 0.04% SOLD
18 GPRF GOLDMAN SACHS ETF TR 4,739 $236K 0.04% SOLD
19 EQT EQT CORP Energy 3,696 $235K 0.04% SOLD
20 EBND SPDR SERIES TRUST 11,259 $232K 0.04% SOLD
Page 1 of 3  ·  58 positions
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%