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 151–200 of 433
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SUI | SUN CMNTYS INC | 5K | $500K+ | SH |
| VB | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 15K | $500K+ | SH |
| WELL | WELLTOWER INC | 3K | $500K+ | SH |
| VONV | VANGUARD SCOTTSDALE FDS | 7K | $500K+ | SH |
| XYZ | BLOCK INC | 10K | $500K+ | SH |
| GUT | GABELLI UTIL TR | 105K | $500K+ | SH |
| BIL | SPDR SERIES TRUST | 7K | $500K+ | SH |
| GD | GENERAL DYNAMICS CORP | 2K | $500K+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 22K | $500K+ | SH |
| KNG | FIRST TR EXCHANGE-TRADED FD | 12K | $500K+ | SH |
| NVO | NOVO-NORDISK A S | 12K | $500K+ | SH |
| ETN | EATON CORP PLC | 2K | $500K+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 15K | $500K+ | SH |
| GE | GE AEROSPACE | 2K | $500K+ | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC | 16K | $500K+ | SH |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | 19K | $500K+ | SH |
| MELI | MERCADOLIBRE INC | 292 | $500K+ | SH |
| INTC | INTEL CORP | 16K | $500K+ | SH |
| HTGC | HERCULES CAPITAL INC | 31K | $500K+ | SH |
| SLV | ISHARES SILVER TR | 9K | $500K+ | SH |
| APH | AMPHENOL CORP NEW | 4K | $500K+ | SH |
| XLG | INVESCO EXCHANGE TRADED FD T | 10K | $500K+ | SH |
| CGBL | CAPITAL GROUP CORE BALANCED | 16K | $500K+ | SH |
| AMT | AMERICAN TOWER CORP NEW | 3K | $500K+ | SH |
| MS | MORGAN STANLEY | 3K | $500K+ | SH |
| MAIN | MAIN STR CAP CORP | 9K | $500K+ | SH |
| C | CITIGROUP INC | 5K | $500K+ | SH |
| DLR | DIGITAL RLTY TR INC | 4K | $500K+ | SH |
| BAC | BANK AMERICA CORP | 10K | $500K+ | SH |
| AMAT | APPLIED MATLS INC | 2K | $500K+ | SH |
| KO | COCA COLA CO | 8K | $500K+ | SH |
| BINC | BLACKROCK ETF TRUST II | 10K | $500K+ | SH |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 13K | $500K+ | SH |
| AJG | GALLAGHER ARTHUR J & CO | 2K | $500K+ | SH |
| IFRA | ISHARES TR | 10K | $500K+ | SH |
| ECC | EAGLE POINT CREDIT COMPANY I | 90K | $500K+ | SH |
| ALB | ALBEMARLE CORP | 4K | $500K+ | SH |
| IJR | ISHARES TR | 4K | $500K+ | SH |
| ANET | ARISTA NETWORKS INC | 4K | $500K+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 9K | $500K+ | SH |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 15K | $500K+ | SH |
| FTSL | FIRST TR EXCHANGE-TRADED FD | 11K | $500K+ | SH |
| FMF | FIRST TR EXCHANGE-TRADED FD | 11K | $500K+ | SH |
| AGM | FEDERAL AGRIC MTG CORP | 3K | $500K+ | SH |
| CMI | CUMMINS INC | 977 | $100K–$500K | SH |
| CIBR | FIRST TR EXCHANGE TRADED FD | 7K | $100K–$500K | SH |
| OKE | ONEOK INC NEW | 7K | $100K–$500K | SH |
| SPGI | S&P GLOBAL INC | 932 | $100K–$500K | SH |
| BK | BANK NEW YORK MELLON CORP | 4K | $100K–$500K | SH |