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 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CGDG CAPITAL GROUP DIVIDEND GROWE 8,702.0 $326K 0.04% -1K -10.7% $37.51 +3.7%
122 ECC EAGLE POINT CR CO Financial Services 87,538.0 $326K 0.04% -2K -2.6% $3.72 +2.4%
123 XLY SELECT SECTOR SPDR TR 2,716.0 $318K 0.04% -357.0 -11.6% $117.26 +0.6%
124 AEP AMERICAN ELEC PWR CO INC Utilities 2,296.0 $314K 0.04% -1K -37.6% $136.78 -11.6%
125 VSS VANGUARD INTL EQUITY INDEX F 2,023.0 $312K 0.04% -55.0 -2.6% $154.29 +3.7%
126 BYD BOYD GAMING CORP Consumer Cyclical 3,439.0 $304K 0.04% -500.0 -12.7% $88.33 -8.5%
127 MCO MOODYS CORP Financial Services 669.0 $303K 0.04% -6.0 -0.9% $453.14 +11.1%
128 MELI MERCADOLIBRE INC Consumer Cyclical 178.0 $302K 0.04% -90.0 -33.6% $1697.39 +13.3%
129 CLOI VANECK ETF TRUST 5,675.0 $300K 0.04% -47.0 -0.8% $52.95 -0.1%
130 PLD PROLOGIS INC. Real Estate 2,206.0 $299K 0.04% -331.0 -13.1% $135.44 +4.7%
131 QQQI NEOS ETF TRUST 5,242.0 $298K 0.04% -390.0 -6.9% $56.79 -4.5%
132 FTCS FIRST TR EXCHANGE-TRADED FD 3,088.0 $290K 0.04% -874.0 -22.1% $93.91 +8.1%
133 WTS WATTS WATER TECHNOLOGIES INC Industrials 736.0 $288K 0.04% -232.0 -24.0% $391.45 -4.1%
134 IJT ISHARES TR 1,584.0 $283K 0.04% -75.0 -4.5% $178.61 -2.6%
135 LITHIUM ARGENTINA AG 34,088.0 $282K 0.04% -500.0 -1.4% $8.27
136 IGV ISHARES TR 3,089.0 $280K 0.04% -1K -30.9% $90.60 +14.1%
137 CAH CARDINAL HEALTH INC Healthcare 1,176.0 $279K 0.04% -414.0 -26.0% $237.56 -3.4%
138 EFA ISHARES TR 2,643.0 $275K 0.04% -4K -58.5% $103.89 +4.2%
139 CB CHUBB LIMITED Financial Services 800.0 $273K 0.04% -34.0 -4.1% $340.74 +0.1%
140 SRLN SSGA ACTIVE ETF TR 6,735.0 $271K 0.04% -5K -40.5% $40.29 +0.8%
Page 7 of 10  ·  184 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%