Balboa Wealth Partners
CIK 1929008
13F filing for Q2 2026・No. 3,124
- Holdings
- US$734.44M
- Quarter change
- +US$138.26M
- Entries
- 476
- Net bought (estimate)
- +US$21.81M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 78
- Sold out 34
- Cut 185
- Added 172
- Corporate actions 2
- Unchanged 23
Largest holdings
458 stocks worth US$734.16M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| TSLATeslaCOM | Cut | 119,742 | US$50.36M | 6.86% |
| NVDANvidiaCOM | Cut | 249,510 | US$49.92M | 6.80% |
| AMDAMDCOM | Cut | 68,284 | US$39.67M | 5.40% |
| MSFTMicrosoftCOM | Cut | 56,576 | US$21.1M | 2.87% |
| AAPLAppleCOM | Added | 72,008 | US$20.84M | 2.84% |
| FIRST TR EXCHANGE-TRADED FDFIRST TR ENH NEW | Added | 330,361 | US$19.73M | 2.69% |
| MUMicronCOM | Cut | 13,707 | US$15.82M | 2.16% |
| GOOGALPHABET INCCAP STK CL C | Cut | 42,276 | US$14.94M | 2.03% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Cut | 16,875 | US$12.6M | 1.72% |
| AMZNAmazonCOM | Cut | 52,659 | US$12.55M | 1.71% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 10, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.