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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 14 of 23  ·  455 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 IGV ISHARES TR 4,468.0 $358K 0.06% NEW $80.05 +16.0%
262 HON HONEYWELL INTL INC Industrials 1,578.0 $357K 0.06% +48.0 +3.1% $226.08 -3.9%
263 IGLD FIRST TR EXCHANGE-TRADED FD 13,955.0 $356K 0.06% -392.0 -2.7% $25.53 -6.0%
264 PUTNAM ETF TRUST 35,885.0 $355K 0.06% $9.90
265 WM WASTE MGMT INC DEL Industrials 1,546.0 $355K 0.06% -55.0 -3.4% $229.77 -3.1%
266 AVUV AMERICAN CENTY ETF TR 3,210.0 $355K 0.06% $110.46 +7.2%
267 ACWI ISHARES TR 2,553.0 $353K 0.06% -42.0 -1.6% $138.37 +11.5%
268 GRID FIRST TR EXCHANGE-TRADED FD 2,150.0 $352K 0.06% NEW $163.55 +15.7%
269 CGDG CAPITAL GROUP DIVIDEND GROWE 9,742.0 $350K 0.06% +2K +26.8% $35.90 +4.0%
270 NET CLOUDFLARE INC Technology 1,692.0 $349K 0.06% -133.0 -7.3% $206.34 -2.2%
271 MDT MEDTRONIC PLC Healthcare 4,017.0 $348K 0.06% -335.0 -7.7% $86.64 -10.8%
272 ITW ILLINOIS TOOL WKS INC Industrials 1,335.0 $347K 0.06% $260.30 -4.2%
273 ICVT ISHARES TR 3,412.0 $347K 0.06% NEW $101.79 +13.3%
274 IEI ISHARES TR 2,923.0 $347K 0.06% +1K +62.2% $118.60 -1.4%
275 SPMD SPDR SERIES TRUST 5,831.0 $345K 0.06% -168.0 -2.8% $59.22 +6.8%
276 SPAB SPDR SERIES TRUST 13,265.0 $340K 0.06% +4K +48.2% $25.62 -1.4%
277 CGDV CAPITAL GROUP DIVIDEND VALUE 7,966.0 $339K 0.06% -232.0 -2.8% $42.54 +12.1%
278 ESLT ELBIT SYS LTD Industrials 399.0 $339K 0.06% NEW $849.22 -10.4%
279 ECC EAGLE POINT CREDIT COMPANY I Financial Services 89,903.0 $338K 0.06% $3.76 +7.8%
280 CAH CARDINAL HEALTH INC Healthcare 1,590.0 $336K 0.06% $211.35 -5.5%
Page 14 of 23  ·  455 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%