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Balboa Wealth Partners

CIK
1929008
City
SCOTTSDALE
State / Country
AZ

Top Portfolio Positions

230 positions · $390,809,901 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

15 quarters · across all stocks

Holdings in LAR

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Shares Held

Position Value (USD)

5 quarters on record
Report Date Value (USD) Shares
2026-03-31 $231,047 34,588
2025-12-31 $194,340 34,828
2025-09-30 $120,650 36,123
2025-06-30 $79,258 38,105
2025-03-31 $89,987 42,050