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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 11 of 24  ·  476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IEMG ISHARES INC 7,499.0 $621K 0.09% +3K +66.3% $82.84 -1.5%
202 SOXX ISHARES TR 959.0 $614K 0.08% +20.0 +2.1% $640.57 -18.8%
203 CGGR CAPITAL GROUP GROWTH ETF 12,923.0 $610K 0.08% -4K -23.6% $47.20 -0.4%
204 GE GE AEROSPACE Industrials 1,630.0 $609K 0.08% -60.0 -3.5% $373.76 -6.8%
205 ABT ABBOTT LABORATORIES Healthcare 6,680.0 $606K 0.08% -213.0 -3.1% $90.73 +28.6%
206 VXUS VANGUARD STAR FDS 7,078.0 $605K 0.08% $85.49 +2.6%
207 SCHC SCHWAB STRATEGIC TR 12,505.0 $602K 0.08% NEW $48.12 +6.5%
208 TRV TRAVELERS COMPANIES INC Financial Services 1,822.0 $601K 0.08% +899.0 +97.4% $330.12 +10.1%
209 IBIT ISHARES BITCOIN TRUST ETF Financial Services 17,635.0 $587K 0.08% +11K +157.8% $33.29 +31.2%
210 SCHW SCHWAB CHARLES CORP Financial Services 6,322.0 $583K 0.08% -2K -24.8% $92.27 +21.7%
211 JEPQ J P MORGAN EXCHANGE TRADED F 9,434.0 $580K 0.08% -94.0 -1.0% $61.46 -2.6%
212 FMF FIRST TR EXCHANGE-TRADED FD 11,364.0 $570K 0.08% +166.0 +1.5% $50.12 +1.2%
213 AGM FEDERAL AGRIC MTG CORP Financial Services 2,850.0 $568K 0.08% $199.27 +10.8%
214 CGGE CAPITAL GROUP GLOBAL EQUITY 16,095.0 $567K 0.08% -3K -17.8% $35.24 +0.6%
215 FIX COMFORT SYS USA INC Industrials 286.0 $567K 0.08% -108.0 -27.4% $1981.95 -16.5%
216 FIRST TR EXCHANGE-TRADED FD 24,517.0 $566K 0.08% -8K -23.9% $23.09
217 CGCP CAPITAL GRP FIXED INCM ETF T 25,356.0 $565K 0.08% +2K +10.2% $22.29 -1.3%
218 BIL SPDR SERIES TRUST 6,147.0 $563K 0.08% -2K -27.8% $91.64 -0.0%
219 IXN ISHARES TR 3,897.0 $563K 0.08% NEW $144.48 -3.5%
220 FAAR FIRST TR EXCHANGE TRAD FD VI 17,793.0 $563K 0.08% $31.62 -0.6%
Page 11 of 24  ·  476 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%