BW
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Balboa Wealth Partners13F | |
| Balboa Wealth Partners | |
| Last update 2026-04-17 | 413 Stocks (61 new) |
| Value $595.00 Mil | Turnover 11 % |
Balboa Wealth Partners Top Holdings of 2026-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 258,903 | 45,152.7 | -2.35% | 7.590 | -0.19% | 0.000 | +12.56% | +3.36% | 4,663,269.1 | Semiconductors | |
TSLA | Tesla Inc | 120,692 | 44,867.2 | -0.34% | 7.540 | -0.03% | 0.000 | +2.04% | -15.57% | 1,426,085.9 | Vehicles & Parts | |
MSFT | Microsoft Corp | 56,606 | 20,953.7 | +1.03% | 3.520 | +0.04% | 0.000 | +2.13% | -22.54% | 2,770,583.3 | Software | |
FTSM |
First Trust Enhanced Short Maturity ETF
First Trust Enhanced Short Maturity ETF
| 304,852 | 18,224.0 | +564.24% | 3.060 | +2.60% | 0.280 | +1.14% | +1.71% | 6,547.9 | ||
AAPL | Apple Inc | 70,637 | 17,926.9 | +1.34% | 3.010 | +0.04% | 0.000 | +12.32% | +4.58% | 4,167,977.9 | Hardware | |
AMD | Advanced Micro Devices Inc | 82,711 | 16,825.8 | +1.63% | 2.830 | +0.05% | 0.010 | +155.97% | +143.55% | 850,488.7 | Semiconductors | |
GOOG | Alphabet Inc | 45,365 | 13,013.5 | -1.91% | 2.190 | -0.05% | 0.000 | +19.29% | +6.80% | 4,102,177.1 | Interactive Media | |
SPY | State Street SPDR S&P 500 ETF Trust | 18,451 | 11,999.5 | -10.98% | 2.020 | -0.26% | 0.000 | +13.30% | +7.47% | 769,435.9 | ||
AMZN | Amazon.com Inc | 55,805 | 11,622.4 | -0.26% | 1.950 | -0.01% | 0.000 | +12.12% | +0.81% | 2,503,071.8 | Retail - Cyclical | |
META | Meta Platforms Inc | 17,767 | 10,165.1 | -0.69% | 1.710 | -0.01% | 0.000 | +0.59% | -16.49% | 1,396,767.4 | Interactive Media |
Balboa Wealth Partners's Historical Top Holdings Breakdowns
Balboa Wealth Partners's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
FTSM |
First Trust Enhanced Short Maturity ETF
First Trust Enhanced Short Maturity ETF
| 2026-03-31 | Add Add | +2.60% | 59.78 ($59.97) 60.12 | $59.94 | -0.06% | Add 564.24% | 304,852 | 258,957 | |
VOO | Vanguard S&P 500 ETF | 2026-03-31 | Reduce Reduce | -0.55% | 580.93 ($625.4) 639.7 | $670.26 | 7.17% | Reduce -28.81% | 13,098 | -5,300 | |
IYZ | iShares U.S. Telecommunications ETF | 2026-03-31 | Sold Out Sold Out | -0.50% | 33.52 ($37.41) 40.81 | $41.23 | 10.21% | Sold Out | 0 | -88,963 | |
IYW | iShares U.S. Technology ETF | 2026-03-31 | Reduce Reduce | -0.49% | 173.53 ($193.24) 204.72 | $239.66 | 24.02% | Reduce -91.97% | 1,293 | -14,801 | |
IYH | iShares U.S. Healthcare ETF | 2026-03-31 | Sold Out Sold Out | -0.48% | 60.06 ($64.61) 67.33 | $67.64 | 4.69% | Sold Out | 0 | -44,382 | |
IDU | iShares U.S. Utilities ETF | 2026-03-31 | Sold Out Sold Out | -0.45% | 106.3 ($113.69) 120.7 | $116.82 | 2.75% | Sold Out | 0 | -25,244 | |
IJS | iShares S&P Small-Cap 600 Value ETF | 2026-03-31 | New Buy New Buy | +0.36% | 114.58 ($120.8) 126.53 | $136.93 | 13.35% | New holding | 18,083 | 18,083 | |
IJK | iShares S&P Mid-Cap 400 Growth ETF | 2026-03-31 | Add Add | +0.34% | 97.22 ($102.73) 108.04 | $115.34 | 12.27% | Add 557.6% | 23,542 | 19,962 | |
LQTI |
FT Vest Investment Grade & Target Income ETF
FT Vest Investment Grade & Target Income ETF
| 2026-03-31 | New Buy New Buy | +0.33% | 19.32 ($19.87) 20.15 | $19.38 | -2.47% | New holding | 98,795 | 98,795 | |
IWM | iShares Russell 2000 ETF | 2026-03-31 | Add Add | +0.33% | 239.61 ($257.95) 269.79 | $299.83 | 16.24% | Add 284.4% | 10,767 | 7,966 |
Balboa Wealth Partners Total Holding History ($B)
Balboa Wealth Partners's Asset Allocation
Balboa Wealth Partners Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Balboa Wealth Partners's Hypothetical Growth since 2026-03-31
Balboa Wealth Partners's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
Balboa Wealth Partners's Holdings Heat Map
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Balboa Wealth Partners's Holdings Bubble Chart
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