Balboa Wealth Partners 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BW Balboa Wealth Partners | Institutional Filer | ▼ 1.40% | $596.2M | 455 |
Current Portfolio Holdings
Showing all 455 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 259K | $45.2M | 7.57% |
| 2 | TSLA | Tesla, Inc. | Consumer Cyclical | 121K | $44.9M | 7.53% |
| 3 | MSFT | Microsoft Corporation | Technology | 57K | $21.0M | 3.51% |
| 4 | FTSM | FIRST TR EXCHANGE-TRADED FD | — | 305K | $18.2M | 3.06% |
| 5 | AAPL | Apple Inc. | Technology | 71K | $17.9M | 3.01% |
| 6 | AMD | Advanced Micro Devices, Inc. | Technology | 83K | $16.8M | 2.82% |
| 7 | GOOG | Alphabet Inc. | Technology | 45K | $13.0M | 2.18% |
| 8 | SPY | SPDR S&P 500 ETF Trust | — | 18K | $12.0M | 2.01% |
| 9 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 56K | $11.6M | 1.95% |
| 10 | META | Meta Platforms, Inc. | Technology | 18K | $10.2M | 1.71% |
| 11 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 27K | $9.1M | 1.53% |
| 12 | VTI | VANGUARD INDEX FDS | — | 26K | $8.3M | 1.40% |
| 13 | VOO | VANGUARD INDEX FDS | — | 13K | $7.8M | 1.31% |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 15K | $7.0M | 1.18% |
| 15 | PLTR | Palantir Technologies Inc. | Technology | 45K | $6.5M | 1.10% |
Showing 1 to 15 of 455 holdings