13F Insight
DOSSIER · 13F-HR · Q3 2026

Balboa Wealth Partners

$748M in tracked AUM across 467 positions as of Q3 2026.

BW
CIK 0001929008 · last filed Sep 30, 2026
Total AUM
$748M
as of Q3 2026
Holdings
467
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Balboa Wealth Partners filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$57M249K7.6%02
TSLA
TESLA INC
$43M120K5.7%03
AMD
ADVANCED MICRO DEVICES INC
$41M68K5.5%04
MSFT
MICROSOFT CORP
$30M58K4.0%05
FTSM
FIRST TR EXCHANGE-TRADED FD
$24M401K3.2%06
AAPL
APPLE INC
$24M71K3.2%07
GOOG
ALPHABET INC
$14M42K1.9%08
MU
MICRON TECHNOLOGY INC
$13M13K1.8%09
AMZN
AMAZON COM INC
$13M54K1.8%10
META
META PLATFORMS INC
$13M18K1.7%

Filing history

2026Q3Sep 30
$748M▲ 1.8%
467 positionsView →2026Q2Jun 30
$734M▲ 23.2%
476 positionsView →2026Q1Mar 31
$596M▼ 1.4%
455 positionsView →2025Q4Dec 31
$605M▲ 4.3%
433 positionsView →2025Q3Sep 30
$580M▲ 16.3%
409 positionsLocked2025Q2Jun 30
$499M▲ 20.4%
378 positionsLocked2025Q1Mar 31
$414M▼ 5.5%
327 positionsLocked2024Q4Dec 31
$438M▲ 9.1%
338 positionsLocked2024Q3Sep 30
$402M▲ 6.0%
333 positionsLocked2024Q2Jun 30
$379M▲ 11.5%
305 positionsLocked2024Q1Mar 31
$340M▲ 12.9%
293 positionsLocked2023Q4Dec 31
$301M▲ 12.9%
284 positionsLocked
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