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 251–300 of 433
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ULTA | ULTA BEAUTY INC | 581 | $100K–$500K | SH |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 13K | $100K–$500K | SH |
| PEP | PEPSICO INC | 2K | $100K–$500K | SH |
| SPMD | SPDR SERIES TRUST | 6K | $100K–$500K | SH |
| IJK | ISHARES TR | 4K | $100K–$500K | SH |
| MCO | MOODYS CORP | 674 | $100K–$500K | SH |
| MWA | MUELLER WTR PRODS INC | 14K | $100K–$500K | SH |
| FDD | FIRST TR EXCHANGE-TRADED FD | 20K | $100K–$500K | SH |
| FIX | COMFORT SYS USA INC | 362 | $100K–$500K | SH |
| MEDP | MEDPACE HLDGS INC | 600 | $100K–$500K | SH |
| BYD | BOYD GAMING CORP | 4K | $100K–$500K | SH |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | 7K | $100K–$500K | SH |
| VOT | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| XLP | SELECT SECTOR SPDR TR | 4K | $100K–$500K | SH |
| FTHY | FIRST TR HIGH YIELD OPPRT 20 | 24K | $100K–$500K | SH |
| D | DOMINION ENERGY INC | 6K | $100K–$500K | SH |
| SPTM | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| BX | BLACKSTONE INC | 2K | $100K–$500K | SH |
| SCHA | SCHWAB STRATEGIC TR | 12K | $100K–$500K | SH |
| CLOI | VANECK ETF TRUST | 6K | $100K–$500K | SH |
| ITW | ILLINOIS TOOL WKS INC | 1K | $100K–$500K | SH |
| AVUV | AMERICAN CENTY ETF TR | 3K | $100K–$500K | SH |
| CAH | CARDINAL HEALTH INC | 2K | $100K–$500K | SH |
| EMR | EMERSON ELEC CO | 2K | $100K–$500K | SH |
| QQQI | NEOS ETF TRUST | 6K | $100K–$500K | SH |
| BUXX | EA SERIES TRUST | 16K | $100K–$500K | SH |
| ARM | ARM HOLDINGS PLC | 3K | $100K–$500K | SH |
| XLY | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| KMI | KINDER MORGAN INC DEL | 12K | $100K–$500K | SH |
| FEMB | FIRST TR EXCH TRADED FD III | 11K | $100K–$500K | SH |
| UEC | URANIUM ENERGY CORP | 27K | $100K–$500K | SH |
| SOXX | ISHARES TR | 1K | $100K–$500K | SH |
| STT | STATE STR CORP | 2K | $100K–$500K | SH |
| AMGN | AMGEN INC | 956 | $100K–$500K | SH |
| PLD | PROLOGIS INC. | 2K | $100K–$500K | SH |
| IUSB | ISHARES TR | 7K | $100K–$500K | SH |
| TRFM | ETF SER SOLUTIONS | 6K | $100K–$500K | SH |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | 9K | $100K–$500K | SH |
| VO | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| VSS | VANGUARD INTL EQUITY INDEX F | 2K | $100K–$500K | SH |
| VTR | VENTAS INC | 4K | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 2K | $100K–$500K | SH |
| GDLC | GRAYSCALE COINDESK CRYPTO | 7K | $100K–$500K | SH |
| SPYM | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| JHMD | JOHN HANCOCK EXCHANGE TRADED | 7K | $100K–$500K | SH |
| SDVY | FIRST TR EXCHANGE-TRADED FD | 8K | $100K–$500K | SH |
| IAU | ISHARES GOLD TR | 4K | $100K–$500K | SH |
| MAA | MID-AMER APT CMNTYS INC | 2K | $100K–$500K | SH |
| SCHF | SCHWAB STRATEGIC TR | 12K | $100K–$500K | SH |
| BKNG | BOOKING HOLDINGS INC | 54 | $100K–$500K | SH |