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 201–250 of 433
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHZ | SCHWAB STRATEGIC TR | 20K | $100K–$500K | SH |
| FAAR | FIRST TR EXCHANGE TRAD FD VI | 17K | $100K–$500K | SH |
| LRCX | LAM RESEARCH CORP | 3K | $100K–$500K | SH |
| BP | BP PLC | 13K | $100K–$500K | SH |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 17K | $100K–$500K | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 6K | $100K–$500K | SH |
| VXUS | VANGUARD STAR FDS | 6K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 4K | $100K–$500K | SH |
| SDVD | FIRST TR EXCH TRADED FD III | 21K | $100K–$500K | SH |
| VYMI | VANGUARD WHITEHALL FDS | 5K | $100K–$500K | SH |
| LEU | CENTRUS ENERGY CORP | 2K | $100K–$500K | SH |
| HBAN | HUNTINGTON BANCSHARES INC | 26K | $100K–$500K | SH |
| SRLN | SSGA ACTIVE ETF TR | 11K | $100K–$500K | SH |
| EMHC | SPDR SERIES TRUST | 18K | $100K–$500K | SH |
| ILMN | ILLUMINA INC | 3K | $100K–$500K | SH |
| FLOT | ISHARES TR | 9K | $100K–$500K | SH |
| GPIQ | GOLDMAN SACHS ETF TR | 8K | $100K–$500K | SH |
| GPIX | GOLDMAN SACHS ETF TR | 8K | $100K–$500K | SH |
| ENB | ENBRIDGE INC | 9K | $100K–$500K | SH |
| BND | VANGUARD BD INDEX FDS | 6K | $100K–$500K | SH |
| VOE | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| CGMM | CAPITAL GROUP EQUITY ETF TR | 15K | $100K–$500K | SH |
| OXY | OCCIDENTAL PETE CORP | 10K | $100K–$500K | SH |
| TRV | TRAVELERS COMPANIES INC | 1K | $100K–$500K | SH |
| MDT | MEDTRONIC PLC | 4K | $100K–$500K | SH |
| CERY | SPDR SERIES TRUST | 15K | $100K–$500K | SH |
| GROZ | ZACKS TRUST | 14K | $100K–$500K | SH |
| TGT | TARGET CORP | 4K | $100K–$500K | SH |
| WDC | WESTERN DIGITAL CORP | 2K | $100K–$500K | SH |
| NOC | NORTHROP GRUMMAN CORP | 701 | $100K–$500K | SH |
| DELL | DELL TECHNOLOGIES INC | 3K | $100K–$500K | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 2K | $100K–$500K | SH |
| FN | FABRINET | 863 | $100K–$500K | SH |
| EVRG | EVERGY INC | 5K | $100K–$500K | SH |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 4K | $100K–$500K | SH |
| CRWV | COREWEAVE INC | 5K | $100K–$500K | SH |
| TIPX | SPDR SERIES TRUST | 19K | $100K–$500K | SH |
| ACWI | ISHARES TR | 3K | $100K–$500K | SH |
| FVD | FIRST TR EXCHANGE-TRADED FD | 8K | $100K–$500K | SH |
| GILD | GILEAD SCIENCES INC | 3K | $100K–$500K | SH |
| JAAA | JANUS DETROIT STR TR | 7K | $100K–$500K | SH |
| ED | CONSOLIDATED EDISON INC | 4K | $100K–$500K | SH |
| NET | CLOUDFLARE INC | 2K | $100K–$500K | SH |
| SSD | SIMPSON MFG INC | 2K | $100K–$500K | SH |
| IGLD | FIRST TR EXCHANGE-TRADED FD | 14K | $100K–$500K | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 8K | $100K–$500K | SH |
| WMB | WILLIAMS COS INC | 6K | $100K–$500K | SH |
| FTMS | PUTNAM ETF TRUST | 36K | $100K–$500K | SH |
| TLT | ISHARES TR | 4K | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL | 2K | $100K–$500K | SH |