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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 22 of 24  ·  476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 SDVY FIRST TR EXCHANGE TRADED FD 5,077.0 $219K 0.03% -2K -23.9% $43.14 +1.2%
422 DOGG FIRST TR EXCHANGE-TRADED FD 10,273.0 $219K 0.03% NEW $21.30 +5.8%
423 ROK ROCKWELL AUTOMATION INC Industrials 438.0 $217K 0.03% -463.0 -51.4% $495.27 -12.9%
424 AZN ASTRAZENECA PLC Healthcare 1,141.0 $216K 0.03% -64.0 -5.3% $189.62 -13.3%
425 PAVE GLOBAL X FDS 3,665.0 $216K 0.03% NEW $58.92 -4.9%
426 PRFZ INVESCO EXCHANGE TRADED FD T 3,859.0 $215K 0.03% NEW $55.77 -0.6%
427 POWI POWER INTEGRATIONS INC Technology 2,567.0 $215K 0.03% NEW $83.76 -34.5%
428 CI THE CIGNA GROUP Healthcare 777.0 $214K 0.03% -209.0 -21.2% $275.82 -0.5%
429 MCB METROPOLITAN BK HLDG CORP Financial Services 2,169.0 $214K 0.03% NEW $98.76 -7.2%
430 RWL INVESCO EXCH TRADED FD TR II 1,670.0 $213K 0.03% NEW $127.76 +4.1%
431 YMAR FIRST TR EXCHNG TRADED FD VI 7,438.0 $213K 0.03% $28.66 +1.9%
432 ADP AUTOMATIC DATA PROCESSING IN Industrials 949.0 $212K 0.03% NEW $223.86 +24.7%
433 LMAT LEMAITRE VASCULAR INC Healthcare 2,206.0 $212K 0.03% $95.96 -14.2%
434 BUFB INNOVATOR ETFS TRUST 5,375.0 $211K 0.03% NEW $39.31 +1.9%
435 EMXC ISHARES INC 2,054.0 $210K 0.03% NEW $102.30 -5.2%
436 GDLC GRAYSCALE COINDESK CRYPTO Financial Services 7,954.0 $210K 0.03% $26.39 +25.8%
437 MPLX MPLX LP Energy 3,721.0 $210K 0.03% -100.0 -2.6% $56.33 +4.0%
438 CVS CVS HEALTH CORP Healthcare 2,018.0 $209K 0.03% NEW $103.45 -9.5%
439 HII HUNTINGTON INGALLS INDS INC Industrials 743.0 $208K 0.03% +50.0 +7.2% $279.75 +7.7%
440 ITOT ISHARES TR 1,258.0 $207K 0.03% NEW $164.27 +1.8%
Page 22 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%