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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 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IYM ISHARES TR 7,364.0 $1.3M 0.18% NEW $179.53 +8.7%
2 SHLD GLOBAL X FDS 18,639.0 $1.1M 0.15% NEW $59.71 +12.4%
3 VANGUARD MALVERN FDS 14,337.0 $1.1M 0.15% NEW $76.34
4 IYZ ISHARES TR 25,166.0 $1.1M 0.14% NEW $42.31 +1.7%
5 TEMA ETF TRUST 25,003.0 $1.0M 0.14% NEW $41.89
6 IYE ISHARES TR 18,305.0 $1.0M 0.14% NEW $56.59 +19.0%
7 SPYI NEOS ETF TRUST 18,090.0 $960K 0.13% NEW $53.09 +0.7%
8 PWR QUANTA SVCS INC Industrials 1,254.0 $903K 0.12% NEW $720.04 -11.2%
9 DRAM ROUNDHILL ETF TRUST 10,517.0 $777K 0.11% NEW $73.85 -21.9%
10 SCHH SCHWAB STRATEGIC TR 30,614.0 $725K 0.10% NEW $23.68 +1.5%
11 VONG VANGUARD SCOTTSDALE FDS 5,483.0 $701K 0.10% NEW $127.80 -1.4%
12 FYX FIRST TR EXCHANGE-TRADED ALP 4,520.0 $652K 0.09% NEW $144.29 -0.4%
13 HGER HARBOR ETF TRUST 22,079.0 $648K 0.09% NEW $29.34 +19.9%
14 SCHC SCHWAB STRATEGIC TR 12,505.0 $602K 0.08% NEW $48.12 +6.5%
15 IXN ISHARES TR 3,897.0 $563K 0.08% NEW $144.48 -3.5%
16 VOT VANGUARD INDEX FDS 1,826.0 $559K 0.08% NEW $306.30 -0.3%
17 SPACE EXPLORATION TECHN CORP 3,232.0 $552K 0.07% NEW $170.86
18 SNDK SANDISK CORP Technology 204.0 $464K 0.06% NEW $2273.73 -29.8%
19 SSO PROSHARES TR 6,304.0 $425K 0.06% NEW $67.38 +4.1%
20 VST VISTRA CORP Utilities 2,651.0 $421K 0.06% NEW $158.64 -14.1%
Page 1 of 4  ·  79 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 47.3%
Consumer Cyclical 15.5%
Financial Services 13.3%
Industrials 8.7%
Communication Services 4.5%
Healthcare 3.3%
Consumer Defensive 2.3%
Energy 2.0%
Utilities 1.3%
Basic Materials 1.1%