Institutional Fund
Balboa Wealth Partners
Scottsdale, AZCIK 19290085 filings on record
Portfolio Value
$594.93M
Q1 2026
Holdings
414
Reported positions
New Buys
60
Opened this quarter
QoQ Change
-1.4%
from $603.38M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation7.6%
- Tesla Inc7.5%
- Microsoft Corp3.5%
- First Tr Exchange-Traded Fd3.1%
- Apple Inc3.0%
- Advanced Micro Devices Inc2.8%
- Other72.4%
Portfolio Holdings
414 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 258.9K | $45.15M | 7.6% | −6.2K | Reduced |
| 2 | Tesla Inc | 120.7K | $44.87M | 7.5% | −408 | Reduced |
| 3 | Microsoft Corp | 56.6K | $20.95M | 3.5% | +575 | Added |
| 4 | First Tr Exchange-Traded Fd | 304.9K | $18.22M | 3.1% | +259.0K | Added |
| 5 | Apple Inc | 70.6K | $17.93M | 3.0% | +936 | Added |
| 6 | Advanced Micro Devices Inc | 82.7K | $16.83M | 2.8% | +1.3K | Added |
| 7 | Alphabet Inc | 45.4K | $13.01M | 2.2% | −885 | Reduced |
| 8 | Spdr S&P 500 ETF Tr | 18.5K | $12.00M | 2.0% | −2.3K | Reduced |
| 9 | Amazon Com Inc | 55.8K | $11.62M | 2.0% | −146 | Reduced |
| 10 | Meta Platforms Inc | 17.8K | $10.17M | 1.7% | −124 | Reduced |
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