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
$180 Million
$177 Million
$74 Million
$38.5 Million
$35.3 Million
$23.6 Million
$14.6 Million
$9.83 Million
$17.9 Million
Stock Market Cap.
Holding Value (Reported)
# of Shares.
Last Trade
Trade History
Capital Group Equity ETF Tr
-
$0
0.0% of portfolio
-
Q4 2025
Added 15.58%
-
$0
0.0% of portfolio
-
Q4 2025
New
-
$0
0.0% of portfolio
-
Q2 2025
New
First Tr Exchange Traded Fd
-
$0
0.0% of portfolio
-
Q4 2025
New
Alnylam Pharmaceuticals Inc
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 11.76%
-
$0
0.0% of portfolio
-
Q4 2025
New
-
$0
0.0% of portfolio
-
Q4 2025
New
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 16.67%
Live Nation Entertainment In
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 13.33%
-
$0
0.0% of portfolio
-
Q4 2025
New
Capital Group New Geography
-
$0
0.0% of portfolio
-
Q4 2025
New
Biomarin Pharmaceutical Inc
-
$0
0.0% of portfolio
-
Q4 2025
Reduced 3.03%
-
$0
0.0% of portfolio
-
Q4 2025
New
Smartstop Self Storag Reit I
-
$0
0.0% of portfolio
-
Q4 2025
New
Ishares Bitcoin Trust ETF
-
$0
0.0% of portfolio
-
Q4 2025
New
-
$0
0.0% of portfolio
-
Q4 2025
New
-
$0
0.0% of portfolio
-
Q4 2025
Reduced 29.66%
-
$0
0.0% of portfolio
-
Q2 2025
New
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 13.04%
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 17.14%
-
$0
0.0% of portfolio
-
Q4 2025
Reduced 3.03%
First Tr Exchange Traded Fd
-
$0
0.0% of portfolio
-
Q4 2025
New
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 12.5%
Capital Grp Fixed Incm ETF T
-
$0
0.0% of portfolio
-
Q4 2025
Added 30.85%
-
$0
0.0% of portfolio
-
Q4 2025
Added 16.06%
-
$0
0.0% of portfolio
-
Q4 2025
Reduced 3.85%
Grayscale Ethereum Mini Tr E
-
$0
0.0% of portfolio
-
Q4 2025
New
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 16.67%
-
$0
0.0% of portfolio
-
Q4 2025
Reduced 6.67%
Brookfield Infrastructure CO
-
$0
0.0% of portfolio
-
Q4 2025
Added 23.51%
-
$0
0.0% of portfolio
-
Q4 2025
New
-
$0
0.0% of portfolio
-
Q4 2025
New
-
$0
0.0% of portfolio
-
Q4 2025
Added 5.25%
-
$0
0.0% of portfolio
-
Q4 2025
Added 45.0%
-
$0
0.0% of portfolio
-
Q4 2025
Reduced 8.33%
-
$0
0.0% of portfolio
-
Q4 2025
Reduced 50.0%
American Healthcare Reit Inc
-
$0
0.0% of portfolio
-
Q4 2025
Reduced 33.7%
-
$0
0.0% of portfolio
-
Q4 2025
Added 7.62%
-
$0
0.0% of portfolio
-
Q4 2025
Added 29.2%
Ionis Pharmaceuticals Inc
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 11.76%
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 13.33%
$27.1M
$6,000
0.0% of portfolio
10,000
Q4 2025
Reduced 14.89%
-
$0
0.0% of portfolio
-
Q4 2025
Added 52.63%
-
$0
0.0% of portfolio
-
Q4 2025
Reduced 1.58%
-
$0
0.0% of portfolio
-
Q4 2025
Reduced 5.0%
-
$0
0.0% of portfolio
-
Q4 2025
New
First Tr Exch Traded Fd Iii
-
$0
0.0% of portfolio
-
Q4 2025
Added 2.94%
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 13.33%
Capital Group Core Balanced
-
$0
0.0% of portfolio
-
Q4 2025
Added 7.02%
-
$0
0.0% of portfolio
-
Q4 2025
Reduced 7.14%
