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BALBOA WEALTH PARTNERS
BALBOA WEALTH PARTNERS
Latest filing: 2026-06-30
BALBOA WEALTH PARTNERS runs BALBOA WEALTH PARTNERS and currently holds 476 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $734.44M. Their top holdings are TSLA, NVDA, AMD, MSFT, AAPL. The top five represent 24.8% of reported portfolio weight. BALBOA WEALTH PARTNERS ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, BALBOA WEALTH PARTNERS initiated 1 new position. They added to 55 existing positions. They trimmed 42 positions. Their current best-performing preview position is MU with returns of +241.67%.
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476 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 TSLA TESLA INC | 6.86% | $209.86 | $362.86 | +72.91% | Trimmed -0.79% |
 NVDA NVIDIA CORPORATION | 6.80% | $14.39 | $214.76 | +1,392.43% | Trimmed -3.63% |
 AMD ADVANCED MICRO DEVICES INC | 5.40% | $74.34 | $473.25 | +536.60% | Trimmed -17.44% |
 MSFT MICROSOFT CORP | 2.87% | $250.39 | $483.24 | +92.99% | Trimmed -0.05% |
 AAPL APPLE INC | 2.84% | $147.77 | $309.35 | +109.35% | Added +1.94% |
 FTSM FIRST TR EXCHANGE-TRADED FD | 2.69% | $59.80 | $59.87 | +0.12% | Added +8.37% |
 MU MICRON TECHNOLOGY INC | 2.15% | $86.71 | $966.78 | +1,014.96% | Trimmed -18.23% |
 GOOG ALPHABET INC | 2.03% | $117.50 | $341.75 | +190.85% | Trimmed -6.81% |
 SPY STATE STR SPDR S&P 500 ETF T | 1.72% | $427.95 | $765.62 | +78.90% | Trimmed -8.54% |
 AMZN AMAZON COM INC | 1.71% | $117.52 | $258.63 | +120.07% | Trimmed -5.64% |
Showing 1-10 of 476