Balboa Wealth Partners
Top Portfolio Positions
231 positions ·
$397,858,933 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
258,903 | $45,152,683 | 11.35% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
120,692 | $44,867,251 | 11.28% | |
| MSFT |
Microsoft Corp
Technology
|
56,606 | $20,953,843 | 5.27% | |
| AAPL |
Apple Inc.
Technology
|
70,637 | $17,926,964 | 4.51% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
82,711 | $16,825,898 | 4.23% | |
| SPY |
Spdr S&P 500 ETF Trust
|
18,451 | $11,999,423 | 3.02% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
55,805 | $11,622,507 | 2.92% | |
| META |
Meta Platforms, Inc.
Communication Services
|
17,767 | $10,165,033 | 2.55% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
27,050 | $9,141,547 | 2.30% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
14,710 | $7,049,032 | 1.77% |
Portfolio Trend
15 quarters · across all stocks
Holdings in SMBC
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $827,575 | 12,943 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $765,190 | 12,943 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $677,288 | 12,886 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $702,827 | 12,830 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $664,555 | 12,775 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $937,540 | 16,342 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $920,504 | 16,295 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $731,007 | 16,241 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $707,009 | 16,175 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $850,502 | 15,930 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $616,331 | 15,930 | Shares | Sole | 2023-10-23 | |
| No 13F history on record for this holder in this stock. | ||||||