Balboa Wealth Partners
Q1 2026 13F Holdings
- Locationscottsdale, AZ
- Num holdings
455
- Value ($000)
$596,179
- Date Filed 04/16/2026
- Form type13F-HR
- CIK 0001929008
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATION | COM | 67066G104 | $45.15M | 8 % | 258,903 | ||
TESLA INC | COM | 88160R101 | $44.87M | 8 % | 120,692 | ||
MICROSOFT CORP | COM | 594918104 | $20.95M | 4 % | 56,606 | ||
FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 33739Q408 | $18.22M | 3 % | 304,852 | ||
APPLE INC | COM | 037833100 | $17.93M | 3 % | 70,637 | ||
ADVANCED MICRO DEVICES INC | COM | 007903107 | $16.83M | 3 % | 82,711 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | $13.01M | 2 % | 45,365 | ||
STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | $12M | 2 % | 18,451 | ||
AMAZON COM INC | COM | 023135106 | $11.62M | 2 % | 55,805 | ||
META PLATFORMS INC | CL A | 30303M102 | $10.17M | 2 % | 17,767 |
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