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 101–150 of 433
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GLW | CORNING INC | 11K | $500K+ | SH |
| VMBS | VANGUARD SCOTTSDALE FDS | 20K | $500K+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 3K | $500K+ | SH |
| XLF | SELECT SECTOR SPDR TR | 17K | $500K+ | SH |
| ADBE | ADOBE INC | 3K | $500K+ | SH |
| IWF | ISHARES TR | 2K | $500K+ | SH |
| NUE | NUCOR CORP | 6K | $500K+ | SH |
| FTQI | FIRST TR EXCHANGE TRADED FD | 43K | $500K+ | SH |
| MCK | MCKESSON CORP | 1K | $500K+ | SH |
| MCD | MCDONALDS CORP | 3K | $500K+ | SH |
| NBIS | NEBIUS GROUP N.V. | 11K | $500K+ | SH |
| XAR | SPDR SERIES TRUST | 4K | $500K+ | SH |
| PANW | PALO ALTO NETWORKS INC | 5K | $500K+ | SH |
| ABT | ABBOTT LABS | 7K | $500K+ | SH |
| APLD | APPLIED DIGITAL CORP | 36K | $500K+ | SH |
| SCHE | SCHWAB STRATEGIC TR | 26K | $500K+ | SH |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | 11K | $500K+ | SH |
| IWD | ISHARES TR | 4K | $500K+ | SH |
| SPIB | SPDR SERIES TRUST | 25K | $500K+ | SH |
| ARCC | ARES CAPITAL CORP | 41K | $500K+ | SH |
| TFLO | ISHARES TR | 16K | $500K+ | SH |
| NOW | SERVICENOW INC | 5K | $500K+ | SH |
| T | AT&T INC | 33K | $500K+ | SH |
| CAT | CATERPILLAR INC | 1K | $500K+ | SH |
| RMOP | TIDAL TRUST III | 32K | $500K+ | SH |
| LMT | LOCKHEED MARTIN CORP | 2K | $500K+ | SH |
| QCOM | QUALCOMM INC | 5K | $500K+ | SH |
| EEM | ISHARES TR | 14K | $500K+ | SH |
| SMBC | SOUTHERN MO BANCORP INC | 13K | $500K+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 15K | $500K+ | SH |
| SGOV | ISHARES TR | 8K | $500K+ | SH |
| XLV | SELECT SECTOR SPDR TR | 5K | $500K+ | SH |
| PFE | PFIZER INC | 29K | $500K+ | SH |
| FTLS | FIRST TR EXCH TRADED FD III | 10K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 5K | $500K+ | SH |
| IEFA | ISHARES TR | 8K | $500K+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 9K | $500K+ | SH |
| VUG | VANGUARD INDEX FDS | 1K | $500K+ | SH |
| PM | PHILIP MORRIS INTL INC | 4K | $500K+ | SH |
| TJX | TJX COS INC NEW | 5K | $500K+ | SH |
| CSCO | CISCO SYS INC | 9K | $500K+ | SH |
| LNG | CHENIERE ENERGY INC | 4K | $500K+ | SH |
| MRK | MERCK & CO INC | 7K | $500K+ | SH |
| IWM | ISHARES TR | 3K | $500K+ | SH |
| MINT | PIMCO ETF TR | 7K | $500K+ | SH |
| IJH | ISHARES TR | 10K | $500K+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 12K | $500K+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 7K | $500K+ | SH |
| SPTL | SPDR SERIES TRUST | 26K | $500K+ | SH |
| SPSM | SPDR SERIES TRUST | 14K | $500K+ | SH |