Balboa Wealth Partners

Q1 2026 13F Holdings

  • Location
    scottsdale, AZ
  • Num holdings

    455

  • Value ($000)

    $596,179

  • Date Filed
    04/16/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA

NVIDIA CORPORATION

COM
$45.15M
8 %

258,903

TSLA

TESLA INC

COM
$44.87M
8 %

120,692

MSFT

MICROSOFT CORP

COM
$20.95M
4 %

56,606

FTSM

FIRST TR EXCHANGE-TRADED FD

FIRST TR ENH NEW
$18.22M
3 %

304,852

AAPL

APPLE INC

COM
$17.93M
3 %

70,637

AMD

ADVANCED MICRO DEVICES INC

COM
$16.83M
3 %

82,711

GOOG

ALPHABET INC

CAP STK CL C
$13.01M
2 %

45,365

SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
$12M
2 %

18,451

AMZN

AMAZON COM INC

COM
$11.62M
2 %

55,805

META

META PLATFORMS INC

CL A
$10.17M
2 %

17,767

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