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Portfolio (Quarterly) Guide ↗

Balboa Wealth Partners

· CIK 0001929008
13F Portfolio $605M AUM 433 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 433 New
Page 11 of 22  ·  433 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SCHZ SCHWAB STRATEGIC TR 20,426.0 $477K 0.08% NEW $23.37 -1.8%
202 FAAR FIRST TR EXCHANGE TRAD FD VI 17,333.0 $470K 0.08% NEW $27.10 +26.0%
203 LRCX LAM RESEARCH CORP Technology 2,734.0 $468K 0.08% NEW $171.18 +69.7%
204 BP BP PLC Energy 13,431.0 $466K 0.08% NEW $34.73 +30.4%
205 CGMU CAPITAL GRP FIXED INCM ETF T 17,025.0 $466K 0.08% NEW $27.38 -0.8%
206 VEU VANGUARD INTL EQUITY INDEX F 6,300.0 $463K 0.08% NEW $73.56 +11.4%
207 VXUS VANGUARD STAR FDS 6,124.0 $462K 0.08% NEW $75.44 +11.2%
208 DIS DISNEY WALT CO Communication Services 4,045.0 $460K 0.08% NEW $113.77 -8.2%
209 FIRST TR EXCH TRADED FD III 21,387.0 $459K 0.08% NEW $21.46
210 VYMI VANGUARD WHITEHALL FDS 5,089.0 $458K 0.08% NEW $90.01 +10.8%
211 LEU CENTRUS ENERGY CORP Energy 1,885.0 $458K 0.08% NEW $242.82 -29.4%
212 HBAN HUNTINGTON BANCSHARES INC Financial Services 26,380.0 $458K 0.08% NEW $17.35 -9.0%
213 SRLN SSGA ACTIVE ETF TR 11,085.0 $457K 0.08% NEW $41.27 -1.8%
214 EMHC SPDR SERIES TRUST 17,849.0 $454K 0.07% NEW $25.46 -2.4%
215 ILMN ILLUMINA INC Healthcare 3,445.0 $452K 0.07% NEW $131.16 +7.2%
216 FLOT ISHARES TR 8,841.0 $450K 0.07% NEW $50.86 +0.3%
217 GPIQ GOLDMAN SACHS ETF TR 8,472.0 $448K 0.07% NEW $52.87 +8.9%
218 GPIX GOLDMAN SACHS ETF TR 8,466.0 $447K 0.07% NEW $52.80 +4.2%
219 ENB ENBRIDGE INC Energy 9,287.0 $444K 0.07% NEW $47.83 +19.3%
220 BND VANGUARD BD INDEX FDS 5,942.0 $440K 0.07% NEW $74.07 -1.7%
Page 11 of 22  ·  433 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 40.6%
Consumer Cyclical 18.4%
Financial Services 15.9%
Communication Services 8.8%
Industrials 6.0%
Healthcare 3.4%
Consumer Defensive 2.3%
Energy 1.8%
Utilities 1.0%
Basic Materials 0.9%