CIK 1929008
Balboa Wealth Partners
Institutional 13F holdings & portfolio
Holdings
433
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 433
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TSLA | TESLA INC | 121K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 265K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 56K | $1M+ | SH |
| AAPL | APPLE INC | 70K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 81K | $1M+ | SH |
| GOOG | ALPHABET INC | 46K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 21K | $1M+ | SH |
| AMZN | AMAZON COM INC | 56K | $1M+ | SH |
| META | META PLATFORMS INC | 18K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 18K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 30K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 26K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 15K | $1M+ | SH |
| APP | APPLOVIN CORP | 11K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 42K | $1M+ | SH |
| AVGO | BROADCOM INC | 20K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 11K | $1M+ | SH |
| GLD | SPDR GOLD TR | 17K | $1M+ | SH |
| GOOGL | ALPHABET INC | 20K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 8 | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 21K | $1M+ | SH |
| ZECP | ZACKS TRUST | 166K | $1M+ | SH |
| DDS | DILLARDS INC | 9K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 9K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 6K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 82K | $1M+ | SH |
| STRL | STERLING INFRASTRUCTURE INC | 15K | $1M+ | SH |
| ASML | ASML HOLDING N V | 4K | $1M+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 66K | $1M+ | SH |
| VRT | VERTIV HOLDINGS CO | 22K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 11K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 65K | $1M+ | SH |
| IYW | ISHARES TR | 16K | $1M+ | SH |
| IYZ | ISHARES TR | 89K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 20K | $1M+ | SH |
| IYH | ISHARES TR | 44K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 5K | $1M+ | SH |
| BA | BOEING CO | 13K | $1M+ | SH |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 46K | $1M+ | SH |
| IDU | ISHARES TR | 25K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 3K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 7K | $1M+ | SH |
| NFLX | NETFLIX INC | 27K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 56K | $1M+ | SH |
| RDVI | FIRST TR EXCHANGE-TRADED FD | 88K | $1M+ | SH |
| QUIZ | ZACKS TRUST | 87K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 5K | $1M+ | SH |
| ABBV | ABBVIE INC | 10K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 12K | $1M+ | SH |
| ORCL | ORACLE CORP | 11K | $1M+ | SH |