Balboa Wealth Partners: 13F holdings
CIK 19290082026Q2
| Positions | 476 |
|---|
| Reported value | $733.3m |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 476 (+21 vs prior quarter) |
|---|
| Reported value | $733.3m (+23.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| TSLA TESLA INC | 119,742 | $50.4m | 6.9% |
| NVDA NVIDIA CORPORATION | 249,510 | $49.9m | 6.8% |
| AMD ADVANCED MICRO DEVICES INC | 68,284 | $39.7m | 5.4% |
| MSFT MICROSOFT CORP | 56,576 | $21.1m | 2.9% |
| AAPL APPLE INC | 72,008 | $20.8m | 2.8% |
| FTSM FIRST TR EXCHANGE-TRADED FD | 330,361 | $19.7m | 2.7% |
| MU MICRON TECHNOLOGY INC | 13,707 | $15.8m | 2.2% |
| GOOG ALPHABET INC | 42,276 | $14.9m | 2.0% |
| SPY STATE STR SPDR S&P 500 ETF T | 16,875 | $12.6m | 1.7% |
| AMZN AMAZON COM INC | 52,659 | $12.6m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1929008")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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