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Portfolio (Quarterly) Guide ↗

Balboa Wealth Partners

· CIK 0001929008
13F Portfolio $596.2B AUM 455 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 65 New 177 Added 140 Reduced 43 Exited
Page 20 of 23  ·  455 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 TLT ISHARES TR 2,558.0 $222K 0.04% -2K -37.4% $86.69 -3.5%
382 SPYG SPDR SERIES TRUST 2,260.0 $221K 0.04% $97.91 +20.9%
383 SPLV INVESCO EXCH TRADED FD TR II 3,000.0 $219K 0.04% $73.14 -1.1%
384 DD DUPONT DE NEMOURS INC Basic Materials 4,786.0 $219K 0.04% NEW $45.80 +10.5%
385 MPLX MPLX LP Energy 3,821.0 $218K 0.04% $57.07 -2.6%
386 WFC WELLS FARGO & CO Financial Services 2,724.0 $217K 0.04% -87.0 -3.1% $79.60 -7.3%
387 SCYB SCHWAB STRATEGIC TR 8,166.0 $212K 0.04% NEW $26.00 +0.1%
388 NTR NUTRIEN LTD Basic Materials 2,811.0 $212K 0.04% NEW $75.46 -6.0%
389 AMLP ALPS ETF TR 4,029.0 $212K 0.04% NEW $52.64 +2.7%
390 NEM NEWMONT CORP Basic Materials 1,955.0 $212K 0.04% NEW $108.25 +7.5%
391 GRMN GARMIN LTD Technology 900.0 $209K 0.04% NEW $232.01 +1.0%
392 AIRR FIRST TR EXCHANGE TRADED FD 1,856.0 $206K 0.03% -496.0 -21.1% $110.78 +15.3%
393 IUSG ISHARES TR 1,319.0 $205K 0.03% $155.11 +20.4%
394 FIRST TR EXCHNG TRADED FD VI 8,659.0 $204K 0.03% NEW $23.58
395 SCHB SCHWAB STRATEGIC TR 8,128.0 $204K 0.03% $25.10 +13.2%
396 FLN FIRST TR EXCH TRD ALPHDX FD 7,976.0 $204K 0.03% NEW $25.52 +0.0%
397 YMAR FIRST TR EXCHNG TRADED FD VI 7,438.0 $203K 0.03% NEW $27.35 +2.9%
398 SHOP SHOPIFY INC Technology 1,713.0 $203K 0.03% +63.0 +3.8% $118.62 -17.9%
399 BITWISE FUNDS TRUST 10,750.0 $203K 0.03% $18.86
400 PDBC INVESCO ACTVELY MNGD ETC FD 11,114.0 $192K 0.03% NEW $17.32 +7.4%
Page 20 of 23  ·  455 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 39.1%
Consumer Cyclical 16.8%
Financial Services 13.9%
Communication Services 8.6%
Industrials 8.3%
Healthcare 3.8%
Energy 2.9%
Consumer Defensive 2.8%
Utilities 1.4%
Basic Materials 1.3%