BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener
Sign in Register
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 5 of 22  ·  433 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MRVL MARVELL TECHNOLOGY INC Technology 13,871.0 $1.2M 0.20% NEW $84.98 +99.4%
82 HD HOME DEPOT INC Consumer Cyclical 3,401.0 $1.2M 0.19% NEW $344.13 -14.4%
83 ISRG INTUITIVE SURGICAL INC Healthcare 2,062.0 $1.2M 0.19% NEW $566.47 -21.9%
84 AVDV AMERICAN CENTY ETF TR 12,359.0 $1.2M 0.19% NEW $93.97 +13.9%
85 SGOL ETFS GOLD TR Financial Services 28,147.0 $1.2M 0.19% NEW $41.08 +3.9%
86 SPEM SPDR INDEX SHS FDS 24,505.0 $1.1M 0.19% NEW $46.81 +7.7%
87 URA GLOBAL X FDS 26,727.0 $1.1M 0.19% NEW $42.73 +11.6%
88 B BARRICK MNG CORP Basic Materials 25,546.0 $1.1M 0.18% NEW $43.55 -8.1%
89 HYLS FIRST TR EXCHANGE-TRADED FD 26,543.0 $1.1M 0.18% NEW $41.86 -2.8%
90 SSO PROSHARES TR 18,065.0 $1.0M 0.17% NEW $57.92 +13.5%
91 VZ VERIZON COMMUNICATIONS INC Communication Services 24,820.0 $1.0M 0.17% NEW $40.73 +15.6%
92 PG PROCTER AND GAMBLE CO Consumer Defensive 7,025.0 $1.0M 0.17% NEW $143.32 -1.1%
93 VV VANGUARD INDEX FDS 3,187.0 $1.0M 0.17% NEW $314.80 +7.3%
94 AVEM AMERICAN CENTY ETF TR 12,989.0 $1.0M 0.17% NEW $77.02 +17.3%
95 SCCO SOUTHERN COPPER CORP Basic Materials 6,908.0 $991K 0.16% NEW $143.47 +16.4%
96 DFUV DIMENSIONAL ETF TRUST 21,219.0 $989K 0.16% NEW $46.59 +11.6%
97 SCHW SCHWAB CHARLES CORP Financial Services 9,831.0 $982K 0.16% NEW $99.91 -7.9%
98 WMT WALMART INC Consumer Defensive 8,796.0 $980K 0.16% NEW $111.41 +19.1%
99 SO SOUTHERN CO Utilities 11,181.0 $975K 0.16% NEW $87.20 +7.5%
100 OMAH TIDAL TRUST III 51,970.0 $974K 0.16% NEW $18.74 +1.4%
Page 5 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%