StockDriftsStockDriftsTop 50 Balboa Wealth Partners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 7.61% | 249.2K | $56.9M | -0.11%(-281) | $15.72(+1279.21%) | 2026-09-30 | |
| TSLA | TESLA INC | 5.69% | 119.9K | $42.6M | +0.16%(+194) | $242.78(+54.37%) | 2026-09-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 5.53% | 67.6K | $41.4M | -0.94%(-639) | $80.43(+571.60%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 3.99% | 58.1K | $29.8M | +2.76%(+1.56K) | $264.90(+101.02%) | 2026-09-30 | |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 3.19% | 400.6K | $23.8M | +21.25%(+70.20K) | $59.82(-0.28%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.15% | 70.8K | $23.6M | -1.70%(-1.23K) | $145.78(+133.30%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 1.93% | 42.3K | $14.4M | -0.01%(-5) | $119.77(+180.90%) | 2026-09-30 | |
| MU | MICRON TECHNOLOGY INC | 1.8% | 12.6K | $13.4M | -7.98%(-1.09K) | $88.57(+923.57%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 1.79% | 53.6K | $13.3M | +1.72%(+908) | $113.71(+131.13%) | 2026-09-30 | |
| META | META PLATFORMS INC | 1.74% | 17.9K | $13.0M | +2.74%(+478) | $328.76(+109.79%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (16 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +31.02% | +124.92% | — | — | +188.70% |
| Top 20 Holdings Unweighted | +26.74% | +103.59% | — | — | +172.57% |
Balboa Wealth Partners reports $747.67M in US-listed equity holdings across 467 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (7.6%), TSLA (5.7%) and AMD (5.5%). The top 20 holdings account for 48.24% of reported assets. Its disclosed equity book has returned +124.92% on a three-year cumulative basis. Figures reflect the Q3 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