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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$170B
$1.02 Million 0.21% of portfolio
11,177
Q2 2025 Added 4.89%
$378B
$1.02 Million 0.21% of portfolio
6,431
Q2 2025 Added 16.59%
$33.5B
$956,000 0.2% of portfolio
12,886
Q2 2025 Reduced 49.23%
$0
$970,000 0.2% of portfolio
44,196
Q2 2025 Reduced 2.0%
$99B
$951,000 0.2% of portfolio
10,165
Q2 2025 Added 5.87%
$58.6B
$915,000 0.19% of portfolio
3,760
Q2 2025 Reduced 7.37%
$123B
$807,000 0.17% of portfolio
11,695
Q2 2025 Added 6.14%
$255B
$789,000 0.17% of portfolio
4,334
Q2 2025 Added 17.52%
$230B
$833,000 0.17% of portfolio
2,853
Q2 2025 Added 9.82%
$278B
$773,000 0.16% of portfolio
7,908
Q2 2025 Added 2.75%
$101B
$751,000 0.16% of portfolio
1,026
Q2 2025 Reduced 2.29%
$178B
$745,000 0.16% of portfolio
4,678
Q2 2025 Added 3.4%
$0
$762,000 0.16% of portfolio
109,552
Q2 2025 Reduced 32.72%
$47.1B
$744,000 0.16% of portfolio
4,272
Q2 2025 Added 65.13%
$61.6B
$778,000 0.16% of portfolio
7,713
Q2 2025 Added 10.56%
$139B
$719,000 0.15% of portfolio
29,672
Q2 2025 Reduced 3.49%
$519M
$702,000 0.15% of portfolio
12,830
Q2 2025 Added 0.43%
$139B
$681,000 0.14% of portfolio
1,909
Q2 2025 Added 9.71%
$62.8B
$660,000 0.14% of portfolio
2,064
Q1 2025 Reduced 8.27%
$0
$652,000 0.14% of portfolio
112,445
Q2 2025 Reduced 11.46%
$1.85B
$660,000 0.14% of portfolio
3,400
Q2 2025 Reduced 11.11%
$42B
$614,000 0.13% of portfolio
14,626
Q2 2025 New
$77.2B
$637,000 0.13% of portfolio
6,303
Q2 2025 Added 86.92%
$303B
$640,000 0.13% of portfolio
4,471
Q2 2025 Added 25.77%
$276B
$634,000 0.13% of portfolio
9,150
Q2 2025 Added 1.7%
$120B
$633,000 0.13% of portfolio
1,368
Q2 2025 Added 4.51%
$78.2B
$552,000 0.12% of portfolio
3,594
Q2 2025 Added 15.71%
$293B
$592,000 0.12% of portfolio
8,374
Q2 2025 Added 19.22%
$214B
$585,000 0.12% of portfolio
4,720
Q2 2025 Added 2.94%
$165B
$584,000 0.12% of portfolio
1,510
Q2 2025 Reduced 74.92%
$4.96B
$549,000 0.12% of portfolio
9,292
Q2 2025 Reduced 1.06%
$32.1B
$552,000 0.12% of portfolio
6,772
Q2 2025 Reduced 8.3%
$2.46B
$547,000 0.11% of portfolio
29,949
Q2 2025 Added 5.27%
$61.2B
$521,000 0.11% of portfolio
9,923
Q2 2025 Reduced 31.83%
$178B
$505,000 0.11% of portfolio
958
Q2 2025 Reduced 8.24%
$91B
$531,000 0.11% of portfolio
1,044
Q2 2025 Added 35.23%
$21.1B
$497,000 0.1% of portfolio
9,486
Q2 2025 Reduced 1.49%
$94.9B
$468,000 0.1% of portfolio
1,072
Q2 2025 Added 21.96%
$1.5B
$465,000 0.1% of portfolio
11,779
Q2 2025 New
$90B
$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%
$221B
$421,000 0.09% of portfolio
1,085
Q2 2025 Reduced 24.34%
$88.2B
$423,000 0.09% of portfolio
1,453
Q2 2025 Added 10.83%
$97.9B
$420,000 0.09% of portfolio
9,287
Q2 2025 New
$64.1B
$429,000 0.09% of portfolio
1,607
Q2 2025 New
$25.4B
$421,000 0.09% of portfolio
25,168
Q2 2025 Reduced 0.05%
$163B
$427,000 0.09% of portfolio
3,463
Q2 2025 Added 1.7%
$0
$398,000 0.08% of portfolio
51,984
Q2 2025 Added 0.26%
$16.3B
$369,000 0.08% of portfolio
5,357
Q2 2025 New

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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