Balboa Wealth Partners

Q2 2025 13F Holdings

  • Location
    scottsdale, AZ
  • Num holdings

    378

  • Value ($000)

    $498,684

  • Date Filed
    07/29/2025
  • Form type
    13F-HR
  • CIK
    0001929008
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$45.03 M
9 %

284,999

TSLA
TSLA

TESLA INC

COM
88160R101
$39.56 M
8 %

124,541

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$27.52 M
6 %

55,322

AAPL
AAPL

APPLE INC

COM
037833100
$14.33 M
3 %

69,830

AMZN
AMZN

AMAZON COM INC

COM
023135106
$12.81 M
3 %

58,374

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$12.04 M
2 %

19,493

AMD
AMD

ADVANCED MICRO DEVICES INC

COM
007903107
$11.52 M
2 %

81,209

META
META

META PLATFORMS INC

CL A
30303M102
$10.81 M
2 %

14,639

GOOG
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$8.06 M
2 %

45,427

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$7.87 M
2 %

16,210

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