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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.06 Million 0.43% of portfolio
18,350
Q2 2025 New
$0
$1.77 Million 0.37% of portfolio
17,882
Q2 2025 Added 33.14%
$372B
$1.7 Million 0.36% of portfolio
9,135
Q2 2025 Added 16.97%
$651B
$1.67 Million 0.35% of portfolio
7,636
Q2 2025 Added 15.68%
$0
$1.63 Million 0.34% of portfolio
29,710
Q2 2025 Reduced 2.62%
$0
$1.58 Million 0.33% of portfolio
29,190
Q2 2025 Reduced 4.24%
$210B
$1.57 Million 0.33% of portfolio
54,387
Q2 2025 Added 29.58%
$223B
$1.5 Million 0.31% of portfolio
10,250
Q2 2025 Reduced 4.06%
$141B
$1.47 Million 0.31% of portfolio
8,019
Q2 2025 Added 3.19%
$0
$1.45 Million 0.3% of portfolio
10,854
Q2 2025 Added 131.33%
$425B
$1.41 Million 0.29% of portfolio
3,833
Q2 2025 Added 1.54%
$713B
$1.34 Million 0.28% of portfolio
1,715
Q2 2025 Added 5.73%
$0
$1.31 Million 0.28% of portfolio
41,309
Q2 2025 Added 37.03%
$0
$1.31 Million 0.28% of portfolio
16,505
Q2 2025 Reduced 2.53%
$463B
$1.27 Million 0.27% of portfolio
8,344
Q2 2025 Added 11.82%
$29.8B
$1.31 Million 0.27% of portfolio
11,177
Q2 2025 Reduced 6.27%
$231B
$1.23 Million 0.26% of portfolio
9,068
Q2 2025 Added 7.28%
$189B
$1.25 Million 0.26% of portfolio
1,220
Q2 2025 Reduced 21.34%
$36.2B
$1.25 Million 0.26% of portfolio
3,028
Q2 2025 Reduced 11.82%
$0
$1.21 Million 0.25% of portfolio
1,943
Q2 2025 Added 14.7%
$0
$1.18 Million 0.25% of portfolio
51,443
Q2 2025 New
$183B
$1.15 Million 0.24% of portfolio
26,652
Q2 2025 Reduced 6.72%
$0
$1.14 Million 0.24% of portfolio
44,347
Q2 2025 Added 256.11%
$92.7B
$1.13 Million 0.24% of portfolio
9,618
Q2 2025 Added 1.9%
$165B
$1.16 Million 0.24% of portfolio
2,130
Q2 2025 Added 46.29%
$119B
$1.09 Million 0.23% of portfolio
417
Q2 2025 Reduced 10.71%
$461B
$1.08 Million 0.23% of portfolio
10,001
Q2 2025 Added 0.21%
$57B
$1.09 Million 0.23% of portfolio
14,065
Q2 2025 Reduced 28.91%
$0
$1.11 Million 0.23% of portfolio
12,449
Q2 2025 Added 367.48%
$0
$1.11 Million 0.23% of portfolio
5,727
Q2 2025 New
$232B
$1.06 Million 0.22% of portfolio
3,601
Q2 2025 Added 83.63%
$0
$1.03 Million 0.22% of portfolio
26,590
Q2 2025 Reduced 0.73%
$59.1B
$1.03 Million 0.22% of portfolio
5,033
Q2 2025 Added 9.63%
$0
$1 Million 0.21% of portfolio
23,929
Q2 2025 New
$99.3B
$987,000 0.21% of portfolio
10,759
Q2 2025 Reduced 10.18%
$97B
$989,000 0.21% of portfolio
1,416
Q2 2025 Reduced 0.63%
$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%
$5.02B
$899,000 0.19% of portfolio
28,527
Q2 2025 Added 10.84%
$0
$912,000 0.19% of portfolio
9,337
Q2 2025 New
$0
$907,000 0.19% of portfolio
46,395
Q2 2025 New
$58.6B
$915,000 0.19% of portfolio
3,760
Q2 2025 Reduced 7.37%
$0
$897,000 0.19% of portfolio
21,219
Q4 2024 Reduced 0.07%
$0
$870,000 0.18% of portfolio
20,363
Q2 2025 Reduced 38.69%
$0
$837,000 0.18% of portfolio
2,937
Q2 2025 New
$0
$868,000 0.18% of portfolio
25,857
Q2 2025 Added 9.28%

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
Track This Portfolio

Track Balboa Wealth Partners Portfolio

Follow Balboa Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Balboa Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Balboa Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email