Balboa Wealth Partners Portfolio Holdings

Balboa Wealth Partners

  • $476 Million
  • Q2 2025

Balboa Wealth Partners has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $476 Million distributed in 378 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $45M, Tesla, Inc. with a value of $39.6M, Microsoft Corp with a value of $27.5M, Apple Inc. with a value of $14.3M, and Amazon Com Inc with a value of $12.8M.

Examining the 13F form we can see an increase of $78.7M in the current position value, from $398M to 476M.

Balboa Wealth Partners is based out at Newport Beach, CA

Below you can find more details about Balboa Wealth Partners portfolio as well as his latest detailed transactions.

Portfolio value $476 Million
Technology: $145 Million
ETFs: $145 Million
Consumer Cyclical: $61.1 Million
Financial Services: $36.7 Million
Communication Services: $29.9 Million
Industrials: $21 Million
Healthcare: $11.4 Million
Consumer Defensive: $10.8 Million
Other: $13.9 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$127B
$5.64 Million 1.18% of portfolio
20,463
Q2 2025 Added 42.3%
$136B
$4.84 Million 1.02% of portfolio
13,815
Q2 2025 Reduced 7.8%
$139B
$2.79 Million 0.59% of portfolio
13,306
Q2 2025 Reduced 5.1%
$32.7B
$2.68 Million 0.56% of portfolio
30,982
Q2 2025 Added 5.35%
$139B
$2.6 Million 0.55% of portfolio
21,128
Q2 2025 Reduced 9.19%
$162B
$1.47 Million 0.31% of portfolio
8,019
Q2 2025 Added 3.19%
$28B
$1.31 Million 0.27% of portfolio
11,177
Q2 2025 Reduced 6.27%
$172B
$1.25 Million 0.26% of portfolio
1,220
Q2 2025 Reduced 21.34%
$28.7B
$1.25 Million 0.26% of portfolio
3,028
Q2 2025 Reduced 11.82%
$182B
$1.15 Million 0.24% of portfolio
26,652
Q2 2025 Reduced 6.72%
$95.8B
$1.13 Million 0.24% of portfolio
9,618
Q2 2025 Added 1.9%
$169B
$1.16 Million 0.24% of portfolio
2,130
Q2 2025 Added 46.29%
$118B
$1.09 Million 0.23% of portfolio
417
Q2 2025 Reduced 10.71%
$66.3B
$1.09 Million 0.23% of portfolio
14,065
Q2 2025 Reduced 28.91%
$52.5B
$1.03 Million 0.22% of portfolio
5,033
Q2 2025 Added 9.63%
$102B
$987,000 0.21% of portfolio
10,759
Q2 2025 Reduced 10.18%
$179B
$1.02 Million 0.21% of portfolio
11,177
Q2 2025 Added 4.89%
$33.9B
$956,000 0.2% of portfolio
12,886
Q2 2025 Reduced 49.23%
$95.5B
$951,000 0.2% of portfolio
10,165
Q2 2025 Added 5.87%
$57.4B
$915,000 0.19% of portfolio
3,760
Q2 2025 Reduced 7.37%
$112B
$807,000 0.17% of portfolio
11,695
Q2 2025 Added 6.14%
$94.7B
$751,000 0.16% of portfolio
1,026
Q2 2025 Reduced 2.29%
$173B
$745,000 0.16% of portfolio
4,678
Q2 2025 Added 3.4%
$48.7B
$744,000 0.16% of portfolio
4,272
Q2 2025 Added 65.13%
$63.8B
$778,000 0.16% of portfolio
7,713
Q2 2025 Added 10.56%
$138B
$719,000 0.15% of portfolio
29,672
Q2 2025 Reduced 3.49%
$95.3B
$732,000 0.15% of portfolio
3,314
Q2 2025 New
$145B
$681,000 0.14% of portfolio
1,909
Q2 2025 Added 9.71%
$61.1B
$660,000 0.14% of portfolio
2,064
Q1 2025 Reduced 8.27%
$41.1B
$614,000 0.13% of portfolio
14,626
Q2 2025 New
$76B
$637,000 0.13% of portfolio
6,303
Q2 2025 Added 86.92%
$113B
$633,000 0.13% of portfolio
1,368
Q2 2025 Added 4.51%
$76.4B
$552,000 0.12% of portfolio
3,594
Q2 2025 Added 15.71%
$157B
$584,000 0.12% of portfolio
1,510
Q2 2025 Reduced 74.92%
$33.1B
$552,000 0.12% of portfolio
6,772
Q2 2025 Reduced 8.3%
$55.6B
$521,000 0.11% of portfolio
9,923
Q2 2025 Reduced 31.83%
$182B
$505,000 0.11% of portfolio
958
Q2 2025 Reduced 8.24%
$93.6B
$531,000 0.11% of portfolio
1,044
Q2 2025 Added 35.23%
$21.7B
$497,000 0.1% of portfolio
9,486
Q2 2025 Reduced 1.49%
$102B
$468,000 0.1% of portfolio
1,072
Q2 2025 Added 21.96%
$95.6B
$447,000 0.09% of portfolio
1,957
Q2 2025 Added 58.98%
$104B
$446,000 0.09% of portfolio
14,926
Q2 2025 Reduced 18.91%
$86.2B
$423,000 0.09% of portfolio
1,453
Q2 2025 Added 10.83%
$95.8B
$420,000 0.09% of portfolio
9,287
Q2 2025 New
$61.9B
$429,000 0.09% of portfolio
1,607
Q2 2025 New
$23.8B
$421,000 0.09% of portfolio
25,168
Q2 2025 Reduced 0.05%
$155B
$427,000 0.09% of portfolio
3,463
Q2 2025 Added 1.7%
$16.7B
$369,000 0.08% of portfolio
5,357
Q2 2025 New
$94.5B
$363,000 0.08% of portfolio
724
Q2 2025 Reduced 10.73%

Summary

  • Portfolio
  • No. of Stocks 378
  • Current Value $476 Million
  • Prior Value $398 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 92 stocks
  • Additional Purchases 148 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 125 stocks
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