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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 23 of 24  ·  476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 TLN TALEN ENERGY CORP Utilities 534.0 $205K 0.03% NEW $384.26 -17.5%
442 SCHQ SCHWAB STRATEGIC TR 6,534.0 $205K 0.03% NEW $31.30 -4.1%
443 IREN IREN LIMITED Financial Services 4,442.0 $203K 0.03% NEW $45.73 -6.8%
444 TLT ISHARES TR 2,349.0 $203K 0.03% -209.0 -8.2% $86.42 -4.7%
445 PSEP INNOVATOR ETFS TRUST 4,408.0 $203K 0.03% NEW $46.05 +1.4%
446 RSPT INVESCO EXCHANGE TRADED FD T 3,104.0 $200K 0.03% NEW $64.50 -1.3%
447 NOK NOKIA CORP Technology 14,601.0 $194K 0.03% NEW $13.28 -23.6%
448 PDBC INVESCO ACTVELY MNGD ETC FD 11,172.0 $177K 0.02% +58.0 +0.5% $15.88 +16.8%
449 RITM RITHM CAPITAL CORP Real Estate 18,808.0 $177K 0.02% +285.0 +1.5% $9.39 +8.2%
450 F FORD MTR CO Consumer Cyclical 11,825.0 $164K 0.02% +735.0 +6.6% $13.90 +0.6%
451 UPWK UPWORK INC Industrials 16,719.0 $140K 0.02% $8.36 +3.6%
452 SMR NUSCALE PWR CORP Utilities 13,385.0 $134K 0.02% +220.0 +1.7% $10.03 -9.6%
453 ACHR ARCHER AVIATION INC Industrials 23,125.0 $109K 0.01% -500.0 -2.1% $4.73 +28.8%
454 GSOL GRAYSCALE SOLANA STAKING ETF Financial Services 14,219.0 $79K 0.01% -550.0 -3.7% $5.53 +19.7%
455 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 11,859.0 $69K 0.01% NEW $5.80 -6.9%
456 LOOP LOOP INDS INC Basic Materials 52,074.0 $50K 0.01% $0.96 -32.8%
457 NOWL GRANITESHARES ETF TR 10,000.0 $44K 0.01% NEW $4.37 +59.3%
458 ADVANCED ENERGY INDS 10,000.0 $27K 0.00% -16K -61.5% $2.74
459 CHEFS WHSE INC 10,000.0 $22K 0.00% -16K -61.5% $2.24
460 UBER TECHNOLOGIES INC 18,000.0 $21K 0.00% -22K -55.0% $1.19
Page 23 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%