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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 13 of 24  ·  476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 MAIN MAIN STR CAP CORP Financial Services 9,668.0 $502K 0.07% $51.88 +12.4%
242 VYMI VANGUARD WHITEHALL FDS 5,083.0 $499K 0.07% $98.20 +7.2%
243 BP BP PLC Energy 13,354.0 $493K 0.07% -77.0 -0.6% $36.95 +21.1%
244 MWA MUELLER WTR PRODS INC Industrials 18,932.0 $489K 0.07% $25.83 -3.4%
245 FN FABRINET Technology 869.0 $488K 0.07% -235.0 -21.3% $562.08 -22.3%
246 D DOMINION ENERGY INC Utilities 7,021.0 $479K 0.07% +200.0 +2.9% $68.29 -2.5%
247 UNH UNITEDHEALTH GROUP INC Healthcare 1,149.0 $478K 0.07% +234.0 +25.6% $415.60 -6.1%
248 CGUS CAPITAL GROUP CORE EQUITY ET 10,598.0 $471K 0.06% -3K -20.2% $44.48 +1.5%
249 MPC MARATHON PETE CORP Energy 1,841.0 $471K 0.06% +173.0 +10.4% $255.67 +41.1%
250 HBAN HUNTINGTON BANCSHARES INC Financial Services 26,354.0 $467K 0.06% -688.0 -2.5% $17.73 -3.9%
251 AIRR FIRST TR EXCHANGE TRADED FD 3,496.0 $466K 0.06% +2K +88.4% $133.24 -13.5%
252 VOE VANGUARD INDEX FDS 2,354.0 $465K 0.06% $197.57 +5.6%
253 SNDK SANDISK CORP Technology 204.0 $464K 0.06% NEW $2273.73 -29.8%
254 VO VANGUARD INDEX FDS 5,745.0 $463K 0.06% +4K +308.6% $80.57 +3.0%
255 EVRG EVERGY INC Utilities 5,338.0 $461K 0.06% $86.43 -6.4%
256 ADBE ADOBE INC Technology 2,237.0 $459K 0.06% -33.0 -1.4% $205.00 +34.3%
257 BAC BANK OF AMER CORP Financial Services 7,952.0 $453K 0.06% +3K +46.2% $56.98 +8.3%
258 WMB WILLIAMS COS INC Energy 6,079.0 $452K 0.06% $74.34 -5.2%
259 BK BANK OF NY MELLON CORP Financial Services 3,085.0 $446K 0.06% -51.0 -1.6% $144.61 -0.6%
260 FLOT ISHARES TR 8,704.0 $444K 0.06% -141.0 -1.6% $51.05 -0.1%
Page 13 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%