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 351–400 of 433
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | 7K | $100K–$500K | SH |
| PAHC | PHIBRO ANIMAL HEALTH CORP | 6K | $100K–$500K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 7K | $100K–$500K | SH |
| AIT | APPLIED INDL TECHNOLOGIES IN | 877 | $100K–$500K | SH |
| TDVI | FIRST TR EXCHANGE-TRADED FD | 8K | $100K–$500K | SH |
| AGX | ARGAN INC | 708 | $100K–$500K | SH |
| IUSG | ISHARES TR | 1K | $100K–$500K | SH |
| YOU | CLEAR SECURE INC | 6K | $100K–$500K | SH |
| AZN | ASTRAZENECA PLC | 2K | $100K–$500K | SH |
| HYEM | VANECK ETF TRUST | 11K | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC | 3K | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 376 | $100K–$500K | SH |
| VST | VISTRA CORP | 1K | $100K–$500K | SH |
| IEI | ISHARES TR | 2K | $100K–$500K | SH |
| GPRF | GOLDMAN SACHS ETF TR | 4K | $100K–$500K | SH |
| FIIG | FIRST TR EXCHANGE-TRADED FD | 10K | $100K–$500K | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 3K | $100K–$500K | SH |
| BITQ | BITWISE FUNDS TRUST | 11K | $100K–$500K | SH |
| SCHB | SCHWAB STRATEGIC TR | 8K | $100K–$500K | SH |
| CVS | CVS HEALTH CORP | 3K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 3K | $100K–$500K | SH |
| COLL | COLLEGIUM PHARMACEUTICAL INC | 5K | $100K–$500K | SH |
| SMA | SMARTSTOP SELF STORAG REIT I | 7K | $100K–$500K | SH |
| CGSD | CAPITAL GRP FIXED INCM ETF T | 8K | $100K–$500K | SH |
| EAT | BRINKER INTL INC | 1K | $100K–$500K | SH |
| MPLX | MPLX LP | 4K | $100K–$500K | SH |
| RWJ | INVESCO EXCH TRADED FD TR II | 4K | $100K–$500K | SH |
| S | SENTINELONE INC | 14K | $100K–$500K | SH |
| NTAP | NETAPP INC | 2K | $100K–$500K | SH |
| AHR | AMERICAN HEALTHCARE REIT INC | 4K | $100K–$500K | SH |
| RITM | RITHM CAPITAL CORP | 18K | $100K–$500K | SH |
| LAR | LITHIUM ARGENTINA AG | 35K | $100K–$500K | SH |
| AVPT | AVEPOINT INC | 14K | $100K–$500K | SH |
| SMR | NUSCALE PWR CORP | 13K | $100K–$500K | SH |
| ARLO | ARLO TECHNOLOGIES INC | 13K | $100K–$500K | SH |
| ACHR | ARCHER AVIATION INC | 23K | $100K–$500K | SH |
| GSOL | GRAYSCALE SOLANA TR ETF | 15K | $100K–$500K | SH |
| AVAH | AVEANNA HEALTHCARE HLDGS INC | 17K | $100K–$500K | SH |
| — | LUMENTUM HLDGS INC | 26K | $50K–$100K | PRN |
| — | WESTERN DIGITAL CORP | 19K | $50K–$100K | PRN |
| LOOP | LOOP INDS INC | 57K | $50K–$100K | SH |
| — | ADVANCED ENERGY INDS | 26K | $15K–$50K | PRN |
| — | CHEFS WHSE INC | 26K | $15K–$50K | PRN |
| — | UBER TECHNOLOGIES INC | 30K | $15K–$50K | PRN |
| — | LIVE NATION ENTERTAINMENT IN | 26K | $15K–$50K | PRN |
| — | SOUTHERN CO | 34K | $15K–$50K | PRN |
| — | OSI SYSTEMS INC | 24K | $15K–$50K | PRN |
| — | CLOUDFLARE INC | 29K | $15K–$50K | PRN |
| — | ON SEMICONDUCTOR CORP | 28K | $15K–$50K | PRN |
| — | FORD MTR CO | 32K | $15K–$50K | PRN |