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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 8 of 23  ·  455 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 JEPI J P MORGAN EXCHANGE TRADED F 12,787.0 $725K 0.12% +829.0 +6.9% $56.68 -1.2%
142 CERY SPDR SERIES TRUST 20,484.0 $722K 0.12% +6K +40.6% $35.24 +8.2%
143 PM PHILIP MORRIS INTL INC Consumer Defensive 4,342.0 $718K 0.12% -36.0 -0.8% $165.34 +15.6%
144 SPMO INVESCO EXCH TRADED FD TR II 6,402.0 $718K 0.12% -7K -52.9% $112.11 +26.0%
145 IEFA ISHARES TR 7,842.0 $710K 0.12% $90.53 +5.7%
146 ABT ABBOTT LABORATORIES Healthcare 6,893.0 $708K 0.12% -79.0 -1.1% $102.67 -15.5%
147 RSP INVESCO EXCHANGE TRADED FD T 3,678.0 $706K 0.12% +2K +79.2% $191.92 +5.3%
148 XLV SELECT SECTOR SPDR TR 4,807.0 $705K 0.12% +134.0 +2.9% $146.62 -0.9%
149 IJH ISHARES TR 10,378.0 $701K 0.12% $67.53 +6.9%
150 FIRST TR EXCH TRADED FD III 32,216.0 $699K 0.12% +11K +50.6% $21.70
151 IFRA ISHARES TR 12,150.0 $695K 0.12% +2K +22.2% $57.20 +5.1%
152 VCSH VANGUARD SCOTTSDALE FDS 8,711.0 $690K 0.12% -124.0 -1.4% $79.27 -0.6%
153 SCHD SCHWAB STRATEGIC TR 22,446.0 $689K 0.12% $30.68 +3.9%
154 ETN EATON CORP PLC Industrials 1,920.0 $687K 0.12% +30.0 +1.6% $357.67 +6.0%
155 IVW ISHARES TR 6,066.0 $686K 0.12% -6K -49.0% $113.10 +19.9%
156 GUT GABELLI UTIL TR Financial Services 113,258.0 $685K 0.12% +9K +8.3% $6.05 +1.4%
157 CGGR CAPITAL GROUP GROWTH ETF 16,922.0 $680K 0.11% +2K +13.7% $40.19 +13.3%
158 OXY OCCIDENTAL PETE CORP Energy 10,381.0 $675K 0.11% $65.00 -8.0%
159 ARCC ARES CAPITAL CORP Financial Services 37,367.0 $673K 0.11% -4K -9.4% $18.02 +4.7%
160 BKIE BNY MELLON ETF TRUST 6,936.0 $648K 0.11% NEW $93.43 +4.8%
Page 8 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%