StockDriftsStockDriftsTop 50 Balboa Wealth Partners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSLA | TESLA INC | 6.86% | 119.7K | $50.4M | -0.79%(-950) | $242.54(+40.42%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 6.8% | 249.5K | $49.9M | -3.63%(-9.39K) | $15.72(+1338.08%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 5.4% | 68.3K | $39.7M | -17.44%(-14.43K) | $80.43(+536.86%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.87% | 56.6K | $21.1M | -0.05%(-30) | $259.99(+86.96%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.84% | 72.0K | $20.8M | +1.94%(+1.37K) | $145.78(+109.48%) | 2026-06-30 | |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 2.69% | 330.4K | $19.7M | +8.37%(+25.51K) | $59.86(-0.02%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 2.15% | 13.7K | $15.8M | -18.23%(-3.06K) | $88.57(+1045.81%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.03% | 42.3K | $14.9M | -6.81%(-3.09K) | $119.77(+186.08%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.72% | 16.9K | $12.6M | -8.54%(-1.58K) | $424.14(+82.80%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.71% | 52.7K | $12.6M | -5.64%(-3.15K) | $111.46(+135.53%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +29.44% | +116.88% | — | — | +183.27% |
| Top 20 Holdings Unweighted | +26.18% | +100.88% | — | — | +174.12% |
Balboa Wealth Partners reports $734.44M in US-listed equity holdings across 476 positions in its most recent 13F filing. Its largest disclosed positions are TSLA (6.9%), NVDA (6.8%) and AMD (5.4%). The top 20 holdings account for 46.99% of reported assets. Its disclosed equity book has returned +116.88% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Balboa Wealth Partners’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1929008). View Balboa Wealth Partners’s 13F filings on SEC