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Portfolio (Quarterly) Guide ↗

Balboa Wealth Partners

· CIK 0001929008
13F Portfolio $596.2B AUM 455 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 65 New 177 Added 140 Reduced 43 Exited
Page 1 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IJS ISHARES TR 18,083.0 $2.1M 0.36% NEW $118.45 +6.1%
2 LQTI FIRST TR EXCHANGE-TRADED FD 98,795.0 $1.9M 0.32% NEW $19.58 -1.7%
3 HYTI FIRST TR EXCHANGE-TRADED FD 85,890.0 $1.7M 0.28% NEW $19.26 -0.5%
4 FDT FIRST TR EXCH TRD ALPHDX FD 18,443.0 $1.6M 0.27% NEW $86.93 +11.2%
5 JCPB J P MORGAN EXCHANGE TRADED F 20,080.0 $945K 0.16% NEW $47.08 -1.3%
6 CGMS CAPITAL GRP FIXED INCM ETF T 29,291.0 $798K 0.13% NEW $27.23 +0.4%
7 CSHI NEOS ETF TRUST 15,011.0 $747K 0.12% NEW $49.78 -0.1%
8 BKIE BNY MELLON ETF TRUST 6,936.0 $648K 0.11% NEW $93.43 +4.3%
9 CGCP CAPITAL GRP FIXED INCM ETF T 23,018.0 $514K 0.09% NEW $22.34 -0.8%
10 AEP AMERICAN ELEC PWR CO INC Utilities 3,680.0 $482K 0.08% NEW $131.07 -4.5%
11 LIN LINDE PLC Basic Materials 937.0 $465K 0.08% NEW $495.79 +3.2%
12 AVAV AEROVIRONMENT INC Industrials 2,410.0 $441K 0.07% NEW $183.05 -13.7%
13 SPLB SPDR SERIES TRUST 19,240.0 $428K 0.07% NEW $22.22 -1.2%
14 JNK SPDR SERIES TRUST 4,033.0 $386K 0.07% NEW $95.72 -0.0%
15 IGV ISHARES TR 4,468.0 $358K 0.06% NEW $80.05 +14.7%
16 GRID FIRST TR EXCHANGE-TRADED FD 2,150.0 $352K 0.06% NEW $163.55 +17.3%
17 ICVT ISHARES TR 3,412.0 $347K 0.06% NEW $101.79 +15.1%
18 ESLT ELBIT SYS LTD Industrials 399.0 $339K 0.06% NEW $849.22 -8.2%
19 ROK ROCKWELL AUTOMATION INC Industrials 901.0 $323K 0.05% NEW $358.86 +27.2%
20 COHR COHERENT CORP Technology 1,322.0 $315K 0.05% NEW $238.21 +70.0%
Page 1 of 4  ·  65 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.1%
Consumer Cyclical 16.8%
Financial Services 13.9%
Communication Services 8.6%
Industrials 8.3%
Healthcare 3.8%
Energy 2.9%
Consumer Defensive 2.8%
Utilities 1.4%
Basic Materials 1.3%