account_balance
Investment manager · 13F filer · SEC CIK 1929008
Balboa Wealth Partners
Reported value$748Mas of Sep 30, 2026
Positions467 47 new, 56 sold out
Top 10 weight36.4%NVDA alone is 8%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
7.6%
TSLATesla, Inc.
5.7%
AMDAdvanced Micro Devices Inc
5.5%
MSFTMicrosoft Corp
4.0%Added +3%
FTSMFirst Tr Exchange-Traded Fd
3.2%Added +21%
AAPLApple Inc.
3.2%
GOOGAlphabet Inc.
1.9%
MUMicron Technology Inc
1.8%Trimmed −8%
AMZNAmazon.com Inc
1.8%
METAMeta Platforms, Inc.
1.7%+3%
SPYSPDR S&P 500 ETF Trust
1.7%−3%
TSMTaiwan Semiconductor Manufacturing Co Ltd
1.5%
NVDANVIDIA Corp
7.6%
TSLATesla, Inc.
5.7%
AMDAdvanced Micro Devices Inc
5.5%
MSFTMicrosoft Corp
4.0%+3%
FTSMFirst Tr Exchange-Traded Fd
3.2%
AAPLApple Inc.
3.2%
GOOG1.9%MU1.8%AMZNMETASPY1.7%TSM1.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 7.6% HeldTSLA Tesla, Inc. 5.7% HeldAMD Advanced Micro Devices Inc 5.5% HeldMSFT Microsoft Corp 4.0% Added +3%
FTSM First Tr Exchange-Traded Fd 3.2% Added +21%
AAPL Apple Inc. 3.2% HeldGOOG Alphabet Inc. 1.9% HeldMU Micron Technology Inc 1.8% Trimmed −8%AMZN Amazon.com Inc 1.8% HeldMETA Meta Platforms, Inc. 1.7% Added +3%SPY SPDR S&P 500 ETF Trust 1.7% Trimmed −3%TSM Taiwan Semiconductor Manufacturing Co Ltd 1.5% HeldWhat changed
Biggest moves since Jun 30, 2026
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