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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 12 of 24  ·  476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VOT VANGUARD INDEX FDS 1,826.0 $559K 0.08% NEW $306.30 -0.3%
222 SUI SUN CMNTYS INC Real Estate 4,657.0 $558K 0.08% $119.91 +1.5%
223 SPACE EXPLORATION TECHN CORP 3,232.0 $552K 0.07% NEW $170.86
224 XLG INVESCO EXCHANGE TRADED FD T 8,991.0 $551K 0.07% -696.0 -7.2% $61.23 +1.4%
225 C CITIGROUP INC Financial Services 3,892.0 $545K 0.07% +190.0 +5.1% $139.98 -5.9%
226 COHR COHERENT CORP Technology 1,373.0 $542K 0.07% +51.0 +3.9% $394.47 -26.6%
227 ENB ENBRIDGE INC Energy 9,977.0 $541K 0.07% -2K -14.8% $54.21 -6.9%
228 CGMM CAPITAL GROUP EQUITY ETF TR 16,374.0 $540K 0.07% +569.0 +3.6% $32.97 +0.4%
229 SCYB SCHWAB STRATEGIC TR 20,431.0 $535K 0.07% +12K +150.2% $26.18 -0.6%
230 QCOM QUALCOMM INC Technology 2,867.0 $530K 0.07% -600.0 -17.3% $184.78 -13.0%
231 JPIE J P MORGAN EXCHANGE TRADED F 11,503.0 $530K 0.07% +1K +11.0% $46.05 -0.4%
232 ILMN ILLUMINA INC Healthcare 2,980.0 $524K 0.07% -478.0 -13.8% $175.83 +24.8%
233 AGX ARGAN INC Industrials 653.0 $521K 0.07% -29.0 -4.2% $798.03 -37.1%
234 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 15,325.0 $521K 0.07% $34.00 +8.5%
235 VEU VANGUARD INTL EQUITY INDEX F 6,150.0 $515K 0.07% -96.0 -1.5% $83.76 +2.3%
236 CGMU CAPITAL GRP FIXED INCM ETF T 18,665.0 $513K 0.07% +735.0 +4.1% $27.47 -1.4%
237 OMAH TIDAL TRUST III 27,756.0 $512K 0.07% -16K -36.0% $18.44 +0.3%
238 LIN LINDE PLC Basic Materials 978.0 $508K 0.07% +41.0 +4.4% $519.01 -6.1%
239 OXY OCCIDENTAL PETE CORP Energy 10,381.0 $504K 0.07% $48.57 +26.2%
240 KNG FIRST TR EXCHANGE-TRADED FD 9,935.0 $502K 0.07% -333.0 -3.2% $50.50 +2.7%
Page 12 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%