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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 18 of 24  ·  476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 EWY ISHARES INC 1,524.0 $308K 0.04% NEW $201.90 -11.0%
342 BYD BOYD GAMING CORP Consumer Cyclical 3,439.0 $304K 0.04% -500.0 -12.7% $88.33 -8.1%
343 MCO MOODYS CORP Financial Services 669.0 $303K 0.04% -6.0 -0.9% $453.14 +10.6%
344 CGIC CAPITAL GROUP INTERNATIONAL 8,308.0 $302K 0.04% NEW $36.39 +2.1%
345 MELI MERCADOLIBRE INC Consumer Cyclical 178.0 $302K 0.04% -90.0 -33.6% $1697.39 +14.1%
346 CLOI VANECK ETF TRUST 5,675.0 $300K 0.04% -47.0 -0.8% $52.95 -0.1%
347 SLV ISHARES SILVER TR Financial Services 5,618.0 $300K 0.04% +996.0 +21.6% $53.47 +17.8%
348 PLD PROLOGIS INC. Real Estate 2,206.0 $299K 0.04% -331.0 -13.1% $135.44 +4.3%
349 QQQI NEOS ETF TRUST 5,242.0 $298K 0.04% -390.0 -6.9% $56.79 -4.7%
350 VBR VANGUARD INDEX FDS 1,198.0 $291K 0.04% +6.0 +0.5% $242.97 +2.5%
351 FTCS FIRST TR EXCHANGE-TRADED FD 3,088.0 $290K 0.04% -874.0 -22.1% $93.91 +8.0%
352 WTS WATTS WATER TECHNOLOGIES INC Industrials 736.0 $288K 0.04% -232.0 -24.0% $391.45 -5.4%
353 IJT ISHARES TR 1,584.0 $283K 0.04% -75.0 -4.5% $178.61 -3.1%
354 DFAI DIMENSIONAL ETF TRUST 6,842.0 $282K 0.04% +587.0 +9.4% $41.25 +5.0%
355 NUTX NUTEX HEALTH INC Healthcare 1,650.0 $282K 0.04% NEW $170.89 +9.9%
356 LITHIUM ARGENTINA AG 34,088.0 $282K 0.04% -500.0 -1.4% $8.27
357 IGV ISHARES TR 3,089.0 $280K 0.04% -1K -30.9% $90.60 +12.5%
358 CAH CARDINAL HEALTH INC Healthcare 1,176.0 $279K 0.04% -414.0 -26.0% $237.56 -3.1%
359 SGVT SCHWAB STRATEGIC TR 2,753.0 $277K 0.04% NEW $100.74 -0.0%
360 CIEN CIENA CORP Technology 563.0 $276K 0.04% NEW $490.56 -19.2%
Page 18 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 45.8%
Consumer Cyclical 15.0%
Financial Services 12.9%
Industrials 8.4%
Communication Services 7.4%
Healthcare 3.2%
Consumer Defensive 2.2%
Energy 2.0%
Utilities 1.3%
Basic Materials 1.0%