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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 7 of 23  ·  455 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BINC BLACKROCK ETF TRUST II 16,219.0 $842K 0.14% +6K +61.3% $51.93 +0.1%
122 PG PROCTER & GAMBLE CO Consumer Defensive 5,787.0 $836K 0.14% -1K -17.6% $144.43 -2.0%
123 MRK MERCK & CO INC Healthcare 6,947.0 $836K 0.14% +383.0 +5.8% $120.28 -7.4%
124 TFLO ISHARES TR 16,420.0 $831K 0.14% $50.63 -0.1%
125 IWF ISHARES TR 1,947.0 $830K 0.14% +26.0 +1.4% $426.30 -70.9%
126 SMBC SOUTHERN MO BANCORP INC Financial Services 12,943.0 $828K 0.14% $63.94 +4.2%
127 WELL WELLTOWER INC Real Estate 4,181.0 $827K 0.14% +734.0 +21.3% $197.69 +8.1%
128 DLR DIGITAL RLTY TR INC Real Estate 4,552.0 $820K 0.14% +1K +28.3% $180.21 +4.6%
129 IWD ISHARES TR 3,734.0 $798K 0.13% -279.0 -7.0% $213.67 +8.9%
130 CGMS CAPITAL GRP FIXED INCM ETF T 29,291.0 $798K 0.13% NEW $27.23 +0.4%
131 FIRST TR EXCH TRADED FD III 11,258.0 $792K 0.13% +1K +12.2% $70.36
132 SCHW SCHWAB CHARLES CORP Financial Services 8,401.0 $790K 0.13% -1K -14.6% $93.98 -3.3%
133 OMAH TIDAL TRUST III 43,365.0 $781K 0.13% -9K -16.6% $18.02 +5.5%
134 BIL SPDR SERIES TRUST 8,509.0 $780K 0.13% +2K +23.4% $91.64 -0.1%
135 CSCO CISCO SYS INC Technology 10,033.0 $778K 0.13% +965.0 +10.6% $77.59 +52.4%
136 PFE PFIZER INC Healthcare 27,686.0 $777K 0.13% -1K -4.7% $28.08 -9.8%
137 UPS UNITED PARCEL SVCS INC Industrials 7,757.0 $763K 0.13% +887.0 +12.9% $98.38 +0.6%
138 CSHI NEOS ETF TRUST 15,011.0 $747K 0.12% NEW $49.78 -0.0%
139 MINT PIMCO ETF TR 7,389.0 $743K 0.12% +530.0 +7.7% $100.57 +0.0%
140 TJX TJX COS INC NEW Consumer Cyclical 4,565.0 $729K 0.12% $159.70 -7.7%
Page 7 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%