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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 16 of 22  ·  433 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 VT VANGUARD INTL EQUITY INDEX F 2,038.0 $287K 0.05% NEW $141.06 +8.2%
302 UNH UNITEDHEALTH GROUP INC Healthcare 865.0 $285K 0.05% NEW $329.93 +18.5%
303 FXO FIRST TR EXCHANGE TRADED FD 4,631.0 $279K 0.05% NEW $60.35 -2.9%
304 UTG REAVES UTIL INCOME FD Financial Services 7,636.0 $279K 0.05% NEW $36.58 +11.3%
305 IWB ISHARES TR 747.0 $279K 0.05% NEW $373.39 +7.1%
306 DVYE ISHARES INC 8,909.0 $278K 0.05% NEW $31.16 +8.3%
307 MO ALTRIA GROUP INC Consumer Defensive 4,777.0 $275K 0.05% NEW $57.66 +27.9%
308 CGDG CAPITAL GROUP DIVIDEND GROWE 7,686.0 $274K 0.04% NEW $35.64 +4.3%
309 ETH GRAYSCALE ETHEREUM MINI TR E Financial Services 9,756.0 $274K 0.04% NEW $28.06 -28.2%
310 PFF ISHARES TR 8,813.0 $273K 0.04% NEW $30.96 +0.0%
311 LITHIUM AMERS CORP NEW 62,423.0 $272K 0.04% NEW $4.36
312 SKYY FIRST TR EXCHANGE TRADED FD 2,079.0 $270K 0.04% NEW $130.10 -1.5%
313 JPIE J P MORGAN EXCHANGE TRADED F 5,810.0 $269K 0.04% NEW $46.29 -1.1%
314 AA ALCOA CORP Basic Materials 5,060.0 $269K 0.04% NEW $53.14 +20.3%
315 CRM SALESFORCE INC Technology 1,011.0 $268K 0.04% NEW $264.91 -32.2%
316 IBIT ISHARES BITCOIN TRUST ETF Financial Services 5,384.0 $267K 0.04% NEW $49.65 -12.4%
317 SHOP SHOPIFY INC Technology 1,650.0 $266K 0.04% NEW $160.97 -36.4%
318 VBR VANGUARD INDEX FDS 1,241.0 $263K 0.04% NEW $211.83 +6.7%
319 WFC WELLS FARGO CO NEW Financial Services 2,811.0 $262K 0.04% NEW $93.20 -20.2%
320 GWX SPDR INDEX SHS FDS 6,400.0 $262K 0.04% NEW $40.86 +10.5%
Page 16 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%