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BALBOA WEALTH PARTNERS 13F portfolio summary

BALBOA WEALTH PARTNERS of BALBOA WEALTH PARTNERS has 406 current stock holdings with a reported portfolio value of $596.2M. The portfolio 1 year return is +26.92%. Top holdings include MWA (0.00%), FPE (0.00%), ICVT (0.00%), BTSG (0.00%), PFF (0.00%).

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BALBOA WEALTH PARTNERS

BALBOA WEALTH PARTNERS
Latest filing: 2026-03-31

BALBOA WEALTH PARTNERS runs BALBOA WEALTH PARTNERS and currently holds 406 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $596.18M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. BALBOA WEALTH PARTNERS ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, BALBOA WEALTH PARTNERS's portfolio at BALBOA WEALTH PARTNERS has delivered returns of +26.92%. Their 3-year annualized return is +90.29%. Looking at the 5-year horizon, BALBOA WEALTH PARTNERS has achieved +114.03% annualized returns at BALBOA WEALTH PARTNERS.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+26.92%
#0/1000
3 Year
+90.29%
#0/1000
5 Year
+114.03%
#0/1000

Portfolio Value

$596.18M

Alpha Score

77.7

#0 of 1000

Holdings

406

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change