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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 9 of 23  ·  455 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 GPIX GOLDMAN SACHS ETF TR 12,857.0 $643K 0.11% +4K +51.9% $50.04 +9.2%
162 GPIQ GOLDMAN SACHS ETF TR 12,879.0 $637K 0.11% +4K +52.0% $49.49 +15.2%
163 ENB ENBRIDGE INC Energy 11,717.0 $634K 0.11% +2K +26.2% $54.14 +3.8%
164 BP BP PLC Energy 13,431.0 $631K 0.11% $47.00 -2.6%
165 INTC INTEL CORP Technology 14,136.0 $624K 0.10% -2K -11.0% $44.13 +144.0%
166 EFA ISHARES TR 6,377.0 $619K 0.10% -8K -54.0% $97.13 +5.1%
167 NOC NORTHROP GRUMMAN CORP Industrials 908.0 $619K 0.10% +207.0 +29.5% $682.10 -19.0%
168 J P MORGAN EXCHANGE TRADED F 12,033.0 $609K 0.10% -3K -19.9% $50.61
169 FAAR FIRST TR EXCHANGE TRAD FD VI 17,866.0 $603K 0.10% +533.0 +3.1% $33.75 +1.4%
170 CGGE CAPITAL GROUP GLOBAL EQUITY 19,586.0 $597K 0.10% +955.0 +5.1% $30.50 +8.9%
171 ALB ALBEMARLE CORP Basic Materials 3,322.0 $596K 0.10% -330.0 -9.0% $179.53 -4.5%
172 DFAC DIMENSIONAL ETF TRUST 15,198.0 $591K 0.10% +99.0 +0.7% $38.86 +9.7%
173 SUI SUN CMNTYS INC Real Estate 4,657.0 $587K 0.10% -697.0 -13.0% $125.96 -3.5%
174 IJR ISHARES TR 4,698.0 $584K 0.10% +410.0 +9.6% $124.31 +7.0%
175 KO COCA COLA CO Consumer Defensive 7,637.0 $581K 0.10% -44.0 -0.6% $76.05 +7.4%
176 ZACKS TRUST 21,051.0 $580K 0.10% +7K +51.2% $27.57
177 FN FABRINET Technology 1,104.0 $576K 0.10% +241.0 +27.9% $521.52 +30.6%
178 IBM INTERNATIONAL BUSINESS MACHS Technology 2,370.0 $574K 0.10% -871.0 -26.9% $242.35 -7.7%
179 CGBL CAPITAL GROUP CORE BALANCED 16,625.0 $572K 0.10% +503.0 +3.1% $34.41 +6.5%
180 FMF FIRST TR EXCHANGE-TRADED FD 11,198.0 $567K 0.10% +410.0 +3.8% $50.62 +2.6%
Page 9 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%