Balboa Wealth Partners Portfolio Holdings - 13F Filings | 13F Fund Database
Balboa Wealth Partners 13F Holdings
CIK 0001929008 · SCOTTSDALE, AZ
As of Sep 30, 2025, Balboa Wealth Partners reported
409 positions worth $531.4M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| TESLA INC | TSLA | Consumer Cyclical | 123,027 | $54.7M | 10.30% |
| NVIDIA CORP | NVDA | Technology | 280,973 | $52.4M | 9.87% |
| MICROSOFT CORP | MSFT | Technology | 56,136 | $29.1M | 5.47% |
| APPLE INC | AAPL | Technology | 69,743 |
|
7.8M3.34% |
| SPDR S&P 500 ETF TRUST | SPY | — | 21,113 |
4.1M | 2.65% |
| ADVANCED MICRO DEVICES INC | AMD | Equity | 82,123 |
3.3M | 2.50% |
| AMAZON.COM INC | AMZN | Equity | 58,007 |
2.7M | 2.40% |
| ALPHABET INC | GOOG | Equity | 50,199 |
2.2M | 2.30% |
| META PLATFORMS INC | META | Communication Services | 14,854 |
0.9M | 2.05% |
| VANGUARD 500 INDEX FUND | VOO | — | 17,338 |
0.6M | 2.00% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | Technology | 31,099 | $8.7M | 1.63% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 25,567 | $8.4M | 1.58% |
| APPLOVIN CORP | APP | Technology | 11,457 | $8.2M | 1.55% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 15,729 | $7.9M | 1.49% |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 43,212 | $7.9M | 1.48% |
| SPDR GOLD TRUST | GQ9 | — | 20,542 | $7.3M | 1.37% |
| BROADCOM INC | AVGO | Technology | 19,591 | $6.5M | 1.22% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 10,676 | $6.4M | 1.21% |
| BERKSHIRE HATHAWAY INC | BRK.A | Financial Services | 8 | $6.0M | 1.14% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 6,466 | $6.0M | 1.13% |
| DILLARD'S INC | DDS | Consumer Cyclical | 9,411 | $5.8M | 1.09% |
| SPDR S&P MIDCAP 400 ETF TRUST | MDY | — | 9,189 | $5.5M | 1.03% |
| STERLING INFRASTRUCTURE INC | STRL | Industrials | 14,897 | $5.1M | 0.95% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 82,295 | $4.9M | 0.93% |
| Zacks Earnings Consistent ETF | ZECP | — | 145,325 | $4.9M | 0.92% |