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 301–350 of 433
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VT | VANGUARD INTL EQUITY INDEX F | 2K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 865 | $100K–$500K | SH |
| FXO | FIRST TR EXCHANGE TRADED FD | 5K | $100K–$500K | SH |
| UTG | REAVES UTIL INCOME FD | 8K | $100K–$500K | SH |
| IWB | ISHARES TR | 747 | $100K–$500K | SH |
| DVYE | ISHARES INC | 9K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 5K | $100K–$500K | SH |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | 8K | $100K–$500K | SH |
| ETH | GRAYSCALE ETHEREUM MINI TR E | 10K | $100K–$500K | SH |
| PFF | ISHARES TR | 9K | $100K–$500K | SH |
| LAC | LITHIUM AMERS CORP NEW | 62K | $100K–$500K | SH |
| SKYY | FIRST TR EXCHANGE TRADED FD | 2K | $100K–$500K | SH |
| JPIE | J P MORGAN EXCHANGE TRADED F | 6K | $100K–$500K | SH |
| AA | ALCOA CORP | 5K | $100K–$500K | SH |
| CRM | SALESFORCE INC | 1K | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 5K | $100K–$500K | SH |
| SHOP | SHOPIFY INC | 2K | $100K–$500K | SH |
| VBR | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 3K | $100K–$500K | SH |
| GWX | SPDR INDEX SHS FDS | 6K | $100K–$500K | SH |
| CB | CHUBB LIMITED | 833 | $100K–$500K | SH |
| PRIM | PRIMORIS SVCS CORP | 2K | $100K–$500K | SH |
| MET | METLIFE INC | 3K | $100K–$500K | SH |
| MPC | MARATHON PETE CORP | 2K | $100K–$500K | SH |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 5K | $100K–$500K | SH |
| JCI | JOHNSON CTLS INTL PLC | 2K | $100K–$500K | SH |
| IVE | ISHARES TR | 1K | $100K–$500K | SH |
| USB | US BANCORP DEL | 5K | $100K–$500K | SH |
| FXH | FIRST TR EXCHANGE TRADED FD | 2K | $100K–$500K | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 913 | $100K–$500K | SH |
| FOXA | FOX CORP | 3K | $100K–$500K | SH |
| TFC | TRUIST FINL CORP | 5K | $100K–$500K | SH |
| DFIV | DIMENSIONAL ETF TRUST | 5K | $100K–$500K | SH |
| CLS | CELESTICA INC | 841 | $100K–$500K | SH |
| CI | THE CIGNA GROUP | 881 | $100K–$500K | SH |
| SPYG | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| EBND | SPDR SERIES TRUST | 11K | $100K–$500K | SH |
| FPE | FIRST TR EXCH TRADED FD III | 13K | $100K–$500K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 917 | $100K–$500K | SH |
| FTNT | FORTINET INC | 3K | $100K–$500K | SH |
| HII | HUNTINGTON INGALLS INDS INC | 691 | $100K–$500K | SH |
| IJT | ISHARES TR | 2K | $100K–$500K | SH |
| TRMB | TRIMBLE INC | 3K | $100K–$500K | SH |
| USMV | ISHARES TR | 2K | $100K–$500K | SH |
| AIRR | FIRST TR EXCHANGE TRADED FD | 2K | $100K–$500K | SH |
| TT | TRANE TECHNOLOGIES PLC | 593 | $100K–$500K | SH |
| SPAB | SPDR SERIES TRUST | 9K | $100K–$500K | SH |
| FEM | FIRST TR EXCH TRD ALPHDX FD | 8K | $100K–$500K | SH |
| IEF | ISHARES TR | 2K | $100K–$500K | SH |
| PATK | PATRICK INDS INC | 2K | $100K–$500K | SH |