Balboa Wealth Partners Portfolio Holdings
Balboa Wealth Partners
- $572 Million
- Q4 2025
Balboa Wealth Partners has filed its 13F form on January 16, 2026 for Q4 2025 where it was disclosed a total value porftolio of $572 Million distributed in 433 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Tesla, Inc. with a value of $49.5M, Nvidia Corp with a value of $49.5M, Microsoft Corp with a value of $28.4M, Advanced Micro Devices Inc with a value of $19.6M, and Apple Inc. with a value of $18.6M.
Examining the 13F form we can see an increase of $19.9M in the current position value, from $552M to 572M.
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
$572 Million
ETFs: $180 Million
Technology: $177 Million
Consumer Cyclical: $74 Million
Financial Services: $38.5 Million
Communication Services: $35.3 Million
Industrials: $23.6 Million
Healthcare: $14.6 Million
Consumer Defensive: $9.83 Million
Other: $17.9 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 433
- Current Value $572 Million
- Prior Value $552 Million
- Filing
- Period Q4 2025
- Filing Date January 16, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 56 stocks
- Additional Purchases 175 stocks
- Sold out of 0 stocks
- Reduced holdings in 160 stocks