Managers / Q1 2026
Balboa Wealth Partners
CIK 0001929008 · 6263 NORTH SCOTTSDALE ROAD, SUITE 265, SCOTTSDALE, AZ, 85250 · 9494451465
Reported Value
$596M
Q1 2026
Positions
455
Filings on Record
15
2019–present window
Filed
Apr 16, 2026
original filing
Summary
Balboa Wealth Partners reported $596M in U.S.-listed holdings across 455 positions for Q1 2026.
Its largest position, NVDA, represents 7.6% of the portfolio.
Compared with Q4 2025, the fund opened 65 new positions and exited 43.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $596M | 455 | Apr 16, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $605M | 433 | Jan 16, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $580M | 409 | Nov 6, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $499M | 378 | Jul 29, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $414M | 327 | Apr 23, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $438M | 338 | Feb 10, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $402M | 333 | Nov 6, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $379M | 305 | Aug 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $340M | 293 | May 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $301M | 284 | Feb 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $267M | 280 | Oct 23, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $287M | 301 | Aug 8, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $265M | 298 | May 12, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $221.8B | 282 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.