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 $2 Billions to $10 Billions
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