Balboa Wealth Partners
All 13F Filings
- Location
- Scottsdale, AZ
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 604,637
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/16/2026 | 433 | 604,637 | 13F-HR | Balboa Wealth Partners |
| Q3 2025 | 11/6/2025 | 409 | 579,900 | 13F-HR | Balboa Wealth Partners |
| Q2 2025 | 7/29/2025 | 378 | 498,684 | 13F-HR | Balboa Wealth Partners |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 544.1 K | 90.1% | 21.59 K | 0 | 21.59 K |
| ETFs | 56.47 K | 9.4% | 2.835 K | 0 | 2.835 K |
| Debt | 2.567 K | 0.4% | 219 | 0 | 219 |
| Other | 607 | 0.1% | 297 | 0 | 297 |
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Fund Snapshot
Q4 2025
Latest filed
1/16/2026
Total value ($000)
604,637
Holdings
433
QoQ value change ($000)
24,737
(4.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.