Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Balboa Wealth Partners (CIK 1929008) reported $596.2M across 450 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($45.2M, 7.57%), TSLA ($44.9M, 7.53%), MSFT ($21.0M, 3.51%), FTSM ($18.2M, 3.06%), AAPL ($17.9M, 3.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $45.2M | 7.57% | 258,903 | Trimmed |
| 2 | TSLA | TESLA INC | $44.9M | 7.53% | 120,692 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $21.0M | 3.51% | 56,606 | Added |
| 4 | FTSM | FIRST TR EXCHANGE-TRADED FD | $18.2M | 3.06% | 304,852 | Added |
| 5 | AAPL | APPLE INC | $17.9M | 3.01% | 70,637 | Added |
| 6 | AMD | ADVANCED MICRO DEVICES INC | $16.8M | 2.82% | 82,711 | Added |
| 7 | GOOG | ALPHABET INC | $13.0M | 2.18% | 45,365 | Trimmed |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $12.0M | 2.01% | 18,451 | Trimmed |
| 9 | AMZN | AMAZON COM INC | $11.6M | 1.95% | 55,805 | Trimmed |
| 10 | META | META PLATFORMS INC | $10.2M | 1.71% | 17,767 | Trimmed |
| 11 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $9.1M | 1.53% | 27,050 | Trimmed |
| 12 | VTI | VANGUARD INDEX FDS | $8.3M | 1.40% | 25,978 | Added |
| 13 | VOO | VANGUARD INDEX FDS | $7.8M | 1.31% | 13,098 | Trimmed |
| 14 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $7.0M | 1.18% | 14,710 | Trimmed |
| 15 | PLTR | PALANTIR TECHNOLOGIES INC | $6.5M | 1.10% | 44,672 | Added |
| 16 | GLD | SPDR GOLD TR | $6.4M | 1.08% | 14,931 | Trimmed |
| 17 | ZECP | ZACKS TRUST | $6.2M | 1.04% | 182,595 | Added |
| 18 | AVGO | BROADCOM INC | $6.2M | 1.04% | 20,008 | Trimmed |
| 19 | VEA | VANGUARD TAX-MANAGED FDS | $6.2M | 1.03% | 95,994 | Added |
| 20 | COST | COSTCO WHOLESALE CORPORATION | $6.0M | 1.01% | 6,065 | Trimmed |
| 21 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $5.7M | 0.96% | 8 | Hold |
| 22 | MDY | STATE STR SPDR S&P MIDCAP 40 | $5.7M | 0.95% | 9,166 | Trimmed |
| 23 | MU | MICRON TECHNOLOGY INC | $5.7M | 0.95% | 16,762 | Trimmed |
| 24 | STRL | STERLING INFRASTRUCTURE INC | $5.6M | 0.94% | 13,768 | Trimmed |
| 25 | APP | APPLOVIN CORP | $5.4M | 0.91% | 13,640 | Added |
Source: SEC Form 13F filings · as of 2026-03-31