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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 4 of 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PRFZ INVESCO EXCHANGE TRADED FD T 3,859.0 $215K 0.03% NEW $55.77 +0.2%
62 POWI POWER INTEGRATIONS INC Technology 2,567.0 $215K 0.03% NEW $83.76 -34.1%
63 MCB METROPOLITAN BK HLDG CORP Financial Services 2,169.0 $214K 0.03% NEW $98.76 -6.9%
64 RWL INVESCO EXCH TRADED FD TR II 1,670.0 $213K 0.03% NEW $127.76 +4.8%
65 ADP AUTOMATIC DATA PROCESSING IN Industrials 949.0 $212K 0.03% NEW $223.86 +25.4%
66 BUFB INNOVATOR ETFS TRUST 5,375.0 $211K 0.03% NEW $39.31 +2.1%
67 EMXC ISHARES INC 2,054.0 $210K 0.03% NEW $102.30 -4.4%
68 CVS CVS HEALTH CORP Healthcare 2,018.0 $209K 0.03% NEW $103.45 -10.1%
69 ITOT ISHARES TR 1,258.0 $207K 0.03% NEW $164.27 +2.3%
70 TLN TALEN ENERGY CORP Utilities 534.0 $205K 0.03% NEW $384.26 -18.2%
71 SCHQ SCHWAB STRATEGIC TR 6,534.0 $205K 0.03% NEW $31.30 -4.4%
72 IREN IREN LIMITED Financial Services 4,442.0 $203K 0.03% NEW $45.73 -8.4%
73 PSEP INNOVATOR ETFS TRUST 4,408.0 $203K 0.03% NEW $46.05 +1.5%
74 RSPT INVESCO EXCHANGE TRADED FD T 3,104.0 $200K 0.03% NEW $64.50 -0.7%
75 NOK NOKIA CORP Technology 14,601.0 $194K 0.03% NEW $13.28 -23.1%
76 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 11,859.0 $69K 0.01% NEW $5.80 -7.9%
77 NOWL GRANITESHARES ETF TR 10,000.0 $44K 0.01% NEW $4.37 +55.8%
78 GUARDANT HEALTH INC 14,000.0 $17K 0.00% NEW $1.24
79 FFAI FARADAY FUTURE INTLGT ELEC I Consumer Cyclical 11,500.0 $3K NEW $0.23 +1288.2%
Page 4 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%