Balboa Wealth Partners Top Holdings and 13F Report (2025) About Balboa Wealth PartnersInvestment ActivityBalboa Wealth Partners has $414.20 million in total holdings as of March 31, 2025.Balboa Wealth Partners owns shares of 327 different stocks, but just 78 companies or ETFs make up 80% of its holdings.Approximately 15.08% of the portfolio was purchased this quarter.About 10.74% of the portfolio was sold this quarter.This quarter, Balboa Wealth Partners has purchased 338 new stocks and bought additional shares in 108 stocks.Balboa Wealth Partners sold shares of 129 stocks and completely divested from 59 stocks this quarter.Largest Holdings Tesla $32,646,025NVIDIA $31,315,139SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $24,246,155Microsoft $20,459,484Apple $15,212,356 Largest New Holdings this Quarter 084670108 - Berkshire Hathaway $6,387,533 Holding46436E718 - iShares 0-3 Month Treasury Bond ETF $2,745,918 Holding75734B100 - REDDIT INC $1,142,886 Holding90353W103 - Ubiquiti $1,065,021 Holding808524862 - Schwab Short-Term U.S. Treasury ETF $851,316 Holding Largest Purchases this Quarter SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 219,786 shares (about $20.16M)Berkshire Hathaway 8 shares (about $6.39M)iShares 0-3 Month Treasury Bond ETF 27,276 shares (about $2.75M)Vanguard Total Stock Market ETF 7,015 shares (about $1.93M)Vanguard FTSE Developed Markets ETF 24,457 shares (about $1.24M) Largest Sales this Quarter CrowdStrike 4,723 shares (about $1.67M)Target 15,778 shares (about $1.65M)iShares S&P 500 Value ETF 8,447 shares (about $1.61M)SPDR S&P 500 ETF Trust 2,169 shares (about $1.21M)Zacks Earnings Consistent Portfolio ETF 31,320 shares (about $942.42K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBalboa Wealth Partners Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTSLATesla$32,646,025$101,590 ▼-0.3%125,9697.9%Auto/Tires/TrucksNVDANVIDIA$31,315,139$446,309 ▼-1.4%288,9387.6%Computer and TechnologyBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$24,246,155$20,160,961 ▲493.5%264,3215.9%ETFMSFTMicrosoft$20,459,484$191,073 ▼-0.9%54,5024.9%Computer and TechnologyAAPLApple$15,212,356$500,015 ▼-3.2%68,4843.7%Computer and TechnologyAMZNAmazon.com$11,985,665$104,453 ▼-0.9%62,9962.9%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$11,585,147$1,213,336 ▼-9.5%20,7102.8%FinanceAMDAdvanced Micro Devices$8,301,990$40,274 ▼-0.5%80,8062.0%Computer and TechnologyMETAMeta Platforms$8,191,871$684,145 ▼-7.7%14,2132.0%Computer and TechnologyGOOGAlphabet$7,287,223$246,063 ▲3.5%46,6441.8%Computer and TechnologyGLDSPDR Gold Shares$7,106,397$631,891 ▲9.8%24,6631.7%FinanceBRK.ABerkshire Hathaway$6,387,533$6,387,533 ▲New Holding81.5%FinanceBRK.BBerkshire Hathaway$6,281,249$1,096,582 ▲21.2%11,7941.5%FinanceVTIVanguard Total Stock Market ETF$5,454,073$1,927,958 ▲54.7%19,8451.3%ETFTSMTaiwan Semiconductor Manufacturing$5,395,546$378,981 ▲7.6%32,5031.3%Computer and TechnologyPALANTIR TECHNOLOGIES INC$5,121,213$129,301 ▼-2.5%60,6781.2%CL AMDYSPDR S&P MidCap 400 ETF Trust$4,861,1090.0%9,1121.2%ETFISHARES TR$4,722,872$278,764 ▼-5.6%183,1281.1%LARGE CAP MAX BUCOSTCostco Wholesale$4,435,727$126,735 ▼-2.8%4,6901.1%Retail/WholesaleZECPZacks Earnings Consistent Portfolio ETF$4,298,537$942,419 ▼-18.0%142,8561.0%ETFASMLASML$4,025,267$249,136 ▲6.6%6,0751.0%Computer and TechnologyAPPLOVIN CORP$3,970,046$103,073 ▼-2.5%14,9831.0%COM CL AQQQInvesco QQQ$3,768,904$559,919 ▼-12.9%8,0370.9%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$3,566,881$224,216 ▲6.7%8,4950.9%FinanceDDSDillard's$3,342,0690.0%9,3320.8%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$2,861,162$1,243,146 ▲76.8%56,2890.7%ETFSGOViShares 0-3 Month Treasury Bond ETF$2,745,918$2,745,918 ▲New Holding27,2760.7%ETFMAMastercard$2,715,341$160,048 ▼-5.6%4,9540.7%Business ServicesVOOVanguard S&P 500 ETF$2,680,558$1,146,021 ▲74.7%5,2160.6%ETFGOOGLAlphabet$2,426,553$98,813 ▼-3.9%15,6920.6%Computer and TechnologyIVWiShares S&P 500 Growth ETF$2,425,735$369,555 ▲18.0%26,1310.6%ETFAVGOBroadcom$2,407,648$521,880 ▲27.7%14,3800.6%Computer and TechnologyBABoeing$2,391,282$37,692 ▼-1.6%14,0210.6%AerospaceJPMJPMorgan Chase & Co.$2,332,224$274,971 ▼-10.5%9,5080.6%FinanceADBEAdobe$2,308,832$268,085 ▲13.1%6,0200.6%Computer and TechnologyVRTVertiv$2,123,258$866,472 ▲68.9%29,4080.5%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$2,106,535$687,881 ▲48.5%22,5420.5%ETFXLKTechnology Select Sector SPDR Fund$2,073,863$24,571 ▲1.2%10,0440.5%ETFFISRSPDR SSGA Fixed Income Sector Rotation ETF$2,067,916$179,245 ▲9.5%79,9040.5%ETFMUMicron Technology$2,021,627$249,717 ▲14.1%23,2670.5%Computer and TechnologyVVisa$1,934,278$253,745 ▼-11.6%5,5190.5%Business ServicesVGSHVanguard Short-Term Treasury Index ETF$1,904,652$98,716 ▲5.5%32,4530.5%ETFSTRLSterling Infrastructure$1,793,360$545,333 ▲43.7%15,8410.4%ConstructionGSThe Goldman Sachs Group$1,763,165$83,024 ▲4.9%3,2280.4%FinanceAXPAmerican Express$1,752,203$220,606 ▲14.4%6,5130.4%FinanceVTVVanguard Value ETF$1,726,422$756,627 ▼-30.5%9,9940.4%ETFVWOVanguard FTSE Emerging Markets ETF$1,702,605$689,542 ▲68.1%37,6180.4%ETFABBVAbbVie$1,636,325$129,272 ▲8.6%7,8100.4%MedicalDFATDimensional U.S. Targeted Value ETF$1,569,522$39,802 ▲2.6%30,4820.4%ETFGRAYSCALE BITCOIN MINI TR ET$1,562,538$1,034,601 ▲196.0%42,8210.4%SHS NEWXLSRSPDR SSGA US Sector Rotation ETF$1,548,942$90,574 ▲6.2%30,5090.4%ETFSPDWSPDR Portfolio Developed World ex-US ETF$1,503,697$751,321 ▲99.9%41,2990.4%ETFZACKS TRUST$1,481,172$358,841 ▼-19.5%48,9540.4%SMALL/MID CAPRTXRTX$1,415,264$22,784 ▼-1.6%10,6840.3%AerospaceIEFAiShares Core MSCI EAFE ETF$1,397,785$92,898 ▼-6.2%18,4770.3%ETFHDHome Depot$1,383,609$2,932 ▼-0.2%3,7750.3%Retail/WholesaleLLYEli Lilly and Company$1,339,669$63,597 ▲5.0%1,6220.3%MedicalVCSHVanguard Short-Term Corporate Bond ETF$1,336,760$65,520 ▼-4.7%16,9340.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,328,612$5,441 ▲0.4%13,4310.3%FinanceSPEMSPDR Portfolio Emerging Markets ETF$1,307,531$45,552 ▲3.6%33,2110.3%ETFVZVerizon Communications$1,296,004$74,525 ▲6.1%28,5720.3%Computer and TechnologyJNJJohnson & Johnson$1,237,510$41,295 ▼-3.2%7,4620.3%MedicalNOWServiceNow$1,234,813$83,595 ▼-6.3%1,5510.3%Computer and TechnologyNFLXNetflix$1,234,670$54,087 ▼-4.2%1,3240.3%Consumer DiscretionaryAERAerCap$1,218,377$10,217 ▼-0.8%11,9250.3%TransportationMRVLMarvell Technology$1,218,224$714,581 ▲141.9%19,7860.3%Computer and TechnologyRDVIFT Vest Rising Dividend Achievers Target Income ETF$1,215,650$60,130 ▲5.2%51,2500.3%ETFTAT&T$1,186,997$25,763 ▲2.2%41,9730.3%Computer and TechnologyXOMExxon Mobil$1,186,927$69,455 ▲6.2%9,9800.3%EnergyDUKDuke Energy$1,151,214$66,836 ▲6.2%9,4390.3%UtilitiesREDDIT INC$1,142,886$1,142,886 ▲New Holding10,8950.3%CL AAMATApplied Materials$1,127,705$11,029 ▼-1.0%7,7710.3%Computer and TechnologyABTAbbott Laboratories$1,121,270$215,154 ▲23.7%8,4530.3%MedicalSOSouthern$1,101,364$5,793 ▲0.5%11,9780.3%UtilitiesUIUbiquiti$1,065,021$1,065,021 ▲New Holding3,4340.3%Computer and TechnologyCCJCameco$1,044,600$211,521 ▲25.4%25,3790.3%Basic MaterialsRCSPIMCO Strategic Income Fund$1,017,712$21,200 ▼-2.0%162,8340.2%FinanceARCCAres Capital$999,358$69,095 ▼-6.5%45,0970.2%FinanceIVViShares Core S&P 500 ETF$952,002$133,190 ▲16.3%1,6940.2%ETFPGProcter & Gamble$940,006$1,534 ▲0.2%5,5160.2%Consumer StaplesCHENIERE ENERGY INC$939,180$107,361 ▲12.9%4,0590.2%COM NEWORCLOracle$922,846$1,957 ▼-0.2%6,6010.2%Computer and TechnologyREGNRegeneron Pharmaceuticals$916,462$4,440 ▼-0.5%1,4450.2%MedicalMELIMercadoLibre$911,056$1,951 ▼-0.2%4670.2%Retail/WholesaleBUFRFT Vest Laddered Buffer ETF$895,035$198,567 ▲28.5%30,1460.2%ETFDFUVDimensional US Marketwide Value ETF$874,4350.0%21,2190.2%ETFPHParker-Hannifin$866,195$28,569 ▼-3.2%1,4250.2%IndustrialsSCHOSchwab Short-Term U.S. Treasury ETF$851,316$851,316 ▲New Holding34,9760.2%ETFSCHWCharles Schwab$834,163$198,442 ▲31.2%10,6560.2%FinanceXLFFinancial Select Sector SPDR Fund$829,950$5,380 ▲0.7%16,6620.2%ETFMCDMcDonald's$811,569$6,872 ▲0.9%2,5980.2%Retail/WholesaleSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$786,525$121,725 ▼-13.4%23,6620.2%ETFPANWPalo Alto Networks$783,408$32,080 ▼-3.9%4,5910.2%Computer and TechnologyPFEPfizer$779,050$1,672 ▲0.2%30,7440.2%MedicalSGOLabrdn Physical Gold Shares ETF$767,477$767,477 ▲New Holding25,7370.2%ETFUPSUnited Parcel Service$767,336$18,589 ▼-2.4%6,9760.2%TransportationNVONovo Nordisk A/S$765,096$18,957 ▲2.5%11,0180.2%MedicalTFLOiShares Treasury Floating Rate Bond ETF$755,847$307,506 ▲68.6%14,9200.2%ETFOKEONEOK$732,740$26,591 ▼-3.5%7,3850.2%EnergyISRGIntuitive Surgical$720,926$97,048 ▲15.6%1,4560.2%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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