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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 4 of 22  ·  433 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CRWD CROWDSTRIKE HLDGS INC Technology 3,392.0 $1.6M 0.26% NEW $468.80 +32.5%
62 EMLC VANECK ETF TRUST 60,025.0 $1.5M 0.26% NEW $25.82 -2.8%
63 DUSB DIMENSIONAL ETF TRUST 30,232.0 $1.5M 0.25% NEW $50.65 +0.1%
64 VYM VANGUARD WHITEHALL FDS 10,656.0 $1.5M 0.25% NEW $143.52 +8.4%
65 DFAT DIMENSIONAL ETF TRUST 25,311.0 $1.5M 0.25% NEW $59.54 +9.2%
66 AER AERCAP HOLDINGS NV Industrials 10,442.0 $1.5M 0.25% NEW $143.76 -4.0%
67 LLY ELI LILLY & CO Healthcare 1,383.0 $1.5M 0.25% NEW $1074.86 -7.7%
68 HOOD ROBINHOOD MKTS INC Financial Services 13,021.0 $1.5M 0.24% NEW $113.10 -33.6%
69 BUFR FIRST TR EXCHNG TRADED FD VI 42,918.0 $1.5M 0.24% NEW $34.26 +5.2%
70 IVW ISHARES TR 11,898.0 $1.5M 0.24% NEW $123.26 +9.5%
71 FTCB FIRST TR EXCHANGE-TRADED FD 68,998.0 $1.5M 0.24% NEW $21.23 -2.8%
72 IVV ISHARES TR 2,072.0 $1.4M 0.23% NEW $684.90 +7.7%
73 SPDW SPDR INDEX SHS FDS 31,543.0 $1.4M 0.23% NEW $44.41 +10.6%
74 FIRST TR EXCHANGE TRADED FD 57,560.0 $1.4M 0.23% NEW $23.62
75 EFA ISHARES TR 13,879.0 $1.3M 0.22% NEW $96.03 +6.3%
76 SCHX SCHWAB STRATEGIC TR 48,444.0 $1.3M 0.22% NEW $26.91 +7.2%
77 XOM EXXON MOBIL CORP Energy 10,558.0 $1.3M 0.21% NEW $120.34 +32.8%
78 DUK DUKE ENERGY CORP NEW Utilities 10,771.0 $1.3M 0.21% NEW $117.21 +5.1%
79 CCJ CAMECO CORP Energy 13,066.0 $1.2M 0.20% NEW $91.49 +12.7%
80 PH PARKER-HANNIFIN CORP Industrials 1,343.0 $1.2M 0.20% NEW $878.98 -3.5%
Page 4 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%