Balboa Wealth Partners
•CIK: 1929008•Filing: Q4 2025
**Balboa Wealth Partners** manages $605M across a diversified portfolio of 433 positions. The fund exhibits a significant concentration in technology leaders, with top holdings including TSLA at $54.5M and NVDA at $49.4M. Further allocations are notable in MSFT ($27.1M), AAPL ($18.9M), and AMD ($17.4M). This structure indicates a focused, large-cap growth mandate heavily weighted toward semiconductor and software sectors.
Total AUM
$603.4M
QoQ Performance
+4.3%
Positions
269
Top 10 Concentration
42.6%
Latest Filing
Q4 2025
Top Holdings Allocation
TSLA
NVDA
TSLA9.0%
NVDA8.2%
MSFT4.5%
AAPL3.1%
AMD2.9%
GOOGL2.4%
SPY2.3%
AMZN2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other44.1%
Technology29.0%
Consumer14.0%
ETF5.0%
Financial3.2%
Healthcare1.5%
Industrial1.3%
Communication0.6%
🚪 Exited Positionssold since Q3 2025
+166 more exited positions
Changes from Q3 2025
NEW8 new positions
↑103 increased
↓84 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022