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Home > Institutional Investor > Balboa Wealth Partners > Profile

Instuitional Investor - Balboa Wealth Partners

Fund Profile
Filing Period:
Fund Name: Balboa Wealth Partners
Portfolio Value $414,204,483
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Tesla Inc.
 TSLA 125,969 $32,646,025 7.88%
2.
Nvidia Corp
 NVDA 288,938 $31,315,139 7.56%
3.
Spdr Ser Tr
 264,321 $24,246,155 5.85%
4.
Microsoft Corp
 MSFT 54,502 $20,459,484 4.94%
5.
Apple Inc.
 AAPL 68,484 $15,212,356 3.67%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)