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 51–100 of 433
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | 10K | $1M+ | SH |
| SMIZ | ZACKS TRUST | 57K | $1M+ | SH |
| AGG | ISHARES TR | 21K | $1M+ | SH |
| V | VISA INC | 6K | $1M+ | SH |
| MAXJ | ISHARES TR | 68K | $1M+ | SH |
| FISR | SSGA ACTIVE TR | 72K | $1M+ | SH |
| XLSR | SSGA ACTIVE TR | 28K | $1M+ | SH |
| RTX | RTX CORPORATION | 9K | $1M+ | SH |
| SPMO | INVESCO EXCH TRADED FD TR II | 14K | $1M+ | SH |
| BTC | GRAYSCALE BITCOIN MINI TR ET | 41K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 3K | $1M+ | SH |
| EMLC | VANECK ETF TRUST | 60K | $1M+ | SH |
| DUSB | DIMENSIONAL ETF TRUST | 30K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 11K | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 25K | $1M+ | SH |
| AER | AERCAP HOLDINGS NV | 10K | $1M+ | SH |
| LLY | ELI LILLY & CO | 1K | $1M+ | SH |
| HOOD | ROBINHOOD MKTS INC | 13K | $1M+ | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 43K | $1M+ | SH |
| IVW | ISHARES TR | 12K | $1M+ | SH |
| FTCB | FIRST TR EXCHANGE-TRADED FD | 69K | $1M+ | SH |
| IVV | ISHARES TR | 2K | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 32K | $1M+ | SH |
| FTHI | FIRST TR EXCHANGE TRADED FD | 58K | $1M+ | SH |
| EFA | ISHARES TR | 14K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 48K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 11K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 11K | $1M+ | SH |
| CCJ | CAMECO CORP | 13K | $1M+ | SH |
| PH | PARKER-HANNIFIN CORP | 1K | $1M+ | SH |
| MRVL | MARVELL TECHNOLOGY INC | 14K | $1M+ | SH |
| HD | HOME DEPOT INC | 3K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 2K | $1M+ | SH |
| AVDV | AMERICAN CENTY ETF TR | 12K | $1M+ | SH |
| SGOL | ETFS GOLD TR | 28K | $1M+ | SH |
| SPEM | SPDR INDEX SHS FDS | 25K | $1M+ | SH |
| URA | GLOBAL X FDS | 27K | $1M+ | SH |
| B | BARRICK MNG CORP | 26K | $1M+ | SH |
| HYLS | FIRST TR EXCHANGE-TRADED FD | 27K | $1M+ | SH |
| SSO | PROSHARES TR | 18K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 25K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 7K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 13K | $1M+ | SH |
| SCCO | SOUTHERN COPPER CORP | 7K | $500K+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 21K | $500K+ | SH |
| SCHW | SCHWAB CHARLES CORP | 10K | $500K+ | SH |
| WMT | WALMART INC | 9K | $500K+ | SH |
| SO | SOUTHERN CO | 11K | $500K+ | SH |
| OMAH | TIDAL TRUST III | 52K | $500K+ | SH |