Balboa Wealth Partners

Q3 2025 13F Holdings

  • Location
    scottsdale, AZ
  • Num holdings

    409

  • Value ($000)

    $579,900

  • Date Filed
    11/06/2025
  • Form type
    13F-HR
  • CIK
    0001929008
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
T
TSLA

TESLA INC

COM
88160R101
$54.71M
9 %

123,027

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$52.42M
9 %

280,973

M
MSFT

MICROSOFT CORP

COM
594918104
$29.08M
5 %

56,136

A
AAPL

APPLE INC

COM
037833100
$17.76M
3 %

69,743

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$14.07M
2 %

21,113

A
AMD

ADVANCED MICRO DEVICES INC

COM
007903107
$13.29M
2 %

82,123

A
AMZN

AMAZON COM INC

COM
023135106
$12.74M
2 %

58,007

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$12.23M
2 %

50,199

M
META

META PLATFORMS INC

CL A
30303M102
$10.91M
2 %

14,854

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$10.62M
2 %

17,338

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