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Filers›Family Office›Balboa Wealth Partners
DOSSIER · 13F-HR · Q1 2026

Balboa Wealth Partners

Balboa Wealth's family office based in New York, NY — $596M in tracked AUM across 455 positions as of Q1 2026.

BW
Balboa Wealth·New York, NY·Family Office
CIK 0001929008 · last filed Mar 31, 2026
Total AUM
$596M
▼ 3.2%
vs prior
Holdings
455
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
Top sector
Financials
8% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Balboa Wealth Partners filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$45M259K7.6%
02
TSLA
TESLA INC
$45M121K7.5%
03
MSFT
MICROSOFT CORP
$21M57K3.5%
04
FTSM
FIRST TR EXCHANGE-TRADED FD
$18M305K3.1%
05
AAPL
APPLE INC
$18M71K3.0%
06
AMD
ADVANCED MICRO DEVICES INC
$17M83K2.8%
07
GOOG
ALPHABET INC
$13M45K2.2%
08
SPY
STATE STR SPDR S&P 500 ETF T
$12M18K2.0%
09
AMZN
AMAZON COM INC
$12M56K1.9%
10
META
META PLATFORMS INC
$10M18K1.7%

Filing history

Filing history loading…
AI Agent · grounded in Balboa
haiku-4-5 · 455 positions indexed
Sector mix
  • Financials8%
  • Health Care25%
  • Communications13%
  • Industrials15%
  • Energy6%
  • Other33%
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