Balboa Wealth Partners Portfolio Holdings
Balboa Wealth Partners
- $552 Million
- Q3 2025
Balboa Wealth Partners has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $552 Million distributed in 409 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Tesla, Inc. with a value of $54.7M, Nvidia Corp with a value of $52.4M, Microsoft Corp with a value of $29.1M, Apple Inc. with a value of $17.8M, and Spdr S&P 500 ETF Trust with a value of $14.1M.
Examining the 13F form we can see an increase of $76M in the current position value, from $476M to 552M.
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
$552 Million
Technology: $175 Million
ETFs: $160 Million
Consumer Cyclical: $79 Million
Financial Services: $37.5 Million
Communication Services: $35.1 Million
Industrials: $24.2 Million
Healthcare: $11.9 Million
Consumer Defensive: $10.1 Million
Other: $17.9 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 409
- Current Value $552 Million
- Prior Value $476 Million
- Filing
- Period Q3 2025
- Filing Date November 06, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 56 stocks
- Additional Purchases 160 stocks
- Sold out of 0 stocks
- Reduced holdings in 133 stocks