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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 6 of 24  ·  476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VB VANGUARD INDEX FDS 4,260.0 $1.3M 0.18% +309.0 +7.8% $303.12 +0.5%
102 XLSR SSGA ACTIVE TR 19,273.0 $1.3M 0.17% -10K -34.0% $64.86 +2.0%
103 SCCO SOUTHERN COPPER CORP Basic Materials 7,035.0 $1.2M 0.17% +309.0 +4.6% $174.26 +24.0%
104 VMBS VANGUARD SCOTTSDALE FDS 26,186.0 $1.2M 0.17% +2K +7.0% $46.81 -1.4%
105 HOOD ROBINHOOD MKTS INC Financial Services 11,904.0 $1.2M 0.16% -589.0 -4.7% $100.28 +7.8%
106 URA GLOBAL X FDS 27,255.0 $1.2M 0.16% +908.0 +3.5% $43.70 +5.4%
107 NUE NUCOR CORP Basic Materials 5,307.0 $1.2M 0.16% -95.0 -1.8% $222.76 +9.4%
108 HD HOME DEPOT INC Consumer Cyclical 3,311.0 $1.2M 0.16% -139.0 -4.0% $352.67 -4.8%
109 LMT LOCKHEED MARTIN CORP Industrials 2,270.0 $1.2M 0.16% -199.0 -8.1% $509.47 +10.6%
110 SGOL ETFS GOLD TR Financial Services 29,580.0 $1.1M 0.15% +366.0 +1.2% $38.23 +15.0%
111 IVW ISHARES TR 8,199.0 $1.1M 0.15% +2K +35.2% $137.53 +0.9%
112 GPIQ GOLDMAN SACHS ETF TR 18,792.0 $1.1M 0.15% +6K +45.9% $59.31 -4.5%
113 SHLD GLOBAL X FDS 18,639.0 $1.1M 0.15% NEW $59.71 +12.4%
114 B BARRICK MNG CORP Basic Materials 30,267.0 $1.1M 0.15% +766.0 +2.6% $36.73 +29.6%
115 VANGUARD MALVERN FDS 14,337.0 $1.1M 0.15% NEW $76.34
116 WMT WALMART INC Consumer Defensive 9,631.0 $1.1M 0.15% -2K -18.4% $113.25 -8.4%
117 CSHI NEOS ETF TRUST 21,755.0 $1.1M 0.15% +7K +44.9% $49.81 -0.2%
118 SO SOUTHERN CO Utilities 11,301.0 $1.1M 0.15% +68.0 +0.6% $95.71 -7.1%
119 IYZ ISHARES TR 25,166.0 $1.1M 0.14% NEW $42.31 +1.7%
120 GPIX GOLDMAN SACHS ETF TR 19,113.0 $1.1M 0.14% +6K +48.7% $55.57 +0.9%
Page 6 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%