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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 3 of 24  ·  476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SCHF SCHWAB STRATEGIC TR 102,191.0 $2.8M 0.39% +90K +759.7% $27.70 +2.7%
42 BA BOEING CO Industrials 12,957.0 $2.8M 0.38% $216.47 -1.0%
43 GLW CORNING INC Technology 10,930.0 $2.8M 0.38% +646.0 +6.3% $255.44 -41.3%
44 AGG ISHARES TR 27,371.0 $2.7M 0.37% +2K +6.4% $98.98 -1.6%
45 SCHA SCHWAB STRATEGIC TR 74,349.0 $2.7M 0.37% +59K +392.5% $36.13 -3.6%
46 LQTI FIRST TR EXCHANGE-TRADED FD 134,661.0 $2.6M 0.35% +36K +36.3% $19.31 -3.0%
47 VTV VANGUARD INDEX FDS 11,865.0 $2.6M 0.35% +805.0 +7.3% $217.93 +3.9%
48 MA MASTERCARD INCORPORATED Financial Services 5,008.0 $2.6M 0.35% +182.0 +3.8% $513.57 +13.1%
49 INTC INTEL CORP Technology 18,380.0 $2.6M 0.35% +4K +30.0% $139.63 -35.5%
50 MRVL MARVELL TECHNOLOGY INC Technology 8,580.0 $2.6M 0.35% -6K -39.5% $297.88 -20.4%
51 ABBV ABBVIE INC Healthcare 10,057.0 $2.5M 0.34% +567.0 +6.0% $251.63 +5.3%
52 JNJ JOHNSON & JOHNSON Healthcare 9,731.0 $2.5M 0.34% -763.0 -7.3% $253.98 +6.4%
53 SMIZ ZACKS TRUST 54,640.0 $2.4M 0.33% -9K -13.8% $44.62 -4.4%
54 AVDV AMERICAN CENTY ETF TR 23,061.0 $2.4M 0.32% +1K +4.8% $103.05 +8.6%
55 RDVI FIRST TR EXCHANGE-TRADED FD 80,396.0 $2.4M 0.32% -6K -7.1% $29.40 -0.7%
56 AXP AMERICAN EXPRESS CO Financial Services 6,847.0 $2.3M 0.32% +514.0 +8.1% $338.26 -0.7%
57 CRWD CROWDSTRIKE HLDGS INC Technology 3,005.0 $2.3M 0.31% -309.0 -9.3% $190.80 +0.6%
58 HYTI FIRST TR EXCHANGE-TRADED FD 119,986.0 $2.3M 0.31% +34K +39.7% $19.11 -0.6%
59 DIA STATE STR SPDR DOW JONES IND Financial Services 4,265.0 $2.2M 0.30% +2K +71.9% $522.39 +1.9%
60 NOW SERVICENOW INC Technology 21,512.0 $2.1M 0.29% +18K +578.8% $99.28 +29.4%
Page 3 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%