13F Insight
DOSSIER · 13F-HR · Q1 2026

Balboa Wealth Partners

$596M in tracked AUM across 455 positions as of Q1 2026.

BW
CIK 0001929008 · last filed Mar 31, 2026
Total AUM
$596M
as of Q1 2026
Holdings
455
—
positions
Whale Score
46
46
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$596M▼ 1.4%
455 positionsView →2025Q4Dec 31
$605M▲ 4.3%
433 positionsView →2025Q3Sep 30
$580M▲ 16.3%
409 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$267M▼ 7.1%
280 positionsLocked2023Q2Jun 30
$287M▲ 8.3%
301 positionsLocked
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