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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 17 of 24  ·  476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 BUXX EA SERIES TRUST 16,395.0 $332K 0.04% +490.0 +3.1% $20.24 -0.0%
322 AMGN AMGEN INC Healthcare 907.0 $328K 0.04% +20.0 +2.2% $362.14 +21.3%
323 LEU CENTRUS ENERGY CORP Energy 1,950.0 $327K 0.04% +32.0 +1.7% $167.85 +11.0%
324 CGDG CAPITAL GROUP DIVIDEND GROWE 8,702.0 $326K 0.04% -1K -10.7% $37.51 +3.7%
325 FPE FIRST TR EXCH TRADED FD III 18,241.0 $326K 0.04% $17.88 -1.2%
326 ECC EAGLE POINT CR CO Financial Services 87,538.0 $326K 0.04% -2K -2.6% $3.72 +2.4%
327 BE BLOOM ENERGY CORP Industrials 1,074.0 $325K 0.04% NEW $302.70 -33.4%
328 FEMB FIRST TR EXCH TRADED FD III 11,092.0 $324K 0.04% +109.0 +1.0% $29.22 +1.7%
329 FIRST TR HIGH YIELD OPPRT 20 23,563.0 $323K 0.04% $13.70
330 VT VANGUARD INTL EQUITY INDEX F 2,050.0 $322K 0.04% $156.92 +2.5%
331 UEC URANIUM ENERGY CORP Energy 30,170.0 $322K 0.04% +2K +8.4% $10.66 +19.7%
332 UTG REAVES UTIL INCOME FD Financial Services 7,861.0 $320K 0.04% $40.72 -5.6%
333 XLY SELECT SECTOR SPDR TR 2,716.0 $318K 0.04% -357.0 -11.6% $117.26 +0.6%
334 PACS PACS GROUP INC Financial Services 7,405.0 $316K 0.04% $42.64 +3.8%
335 LITHIUM AMERS CORP NEW 81,687.0 $314K 0.04% +20K +31.4% $3.85
336 AEP AMERICAN ELEC PWR CO INC Utilities 2,296.0 $314K 0.04% -1K -37.6% $136.78 -11.6%
337 JHMD JOHN HANCOCK EXCHANGE TRADED 7,064.0 $314K 0.04% $44.41 +4.5%
338 JAAA JANUS DETROIT STR TR 6,186.0 $312K 0.04% +574.0 +10.2% $50.49 +0.4%
339 VSS VANGUARD INTL EQUITY INDEX F 2,023.0 $312K 0.04% -55.0 -2.6% $154.29 +3.7%
340 CVSA COVISTA INC Consumer Cyclical 2,483.0 $310K 0.04% $124.66 +6.2%
Page 17 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%