Fund HoldingsBalboa Wealth Partners

Total Portfolio Value
$734.44M
Total Bought
$101.91M
Total Sold
$101.24M
Net Transaction
+$672.9K
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ADVANCED MICRO DEVICES INC(AMD)82,71168,284-14,42716,82639,6675.40%+22,841
MICRON TECHNOLOGY INC(MU)16,76213,707-3,0555,66315,8222.15%+10,159
SCHWAB STRATEGIC TR58,926266,627+207,7011,5117,8471.07%+6,336
TESLA INC(TSLA)120,692119,742-95044,86750,3646.86%+5,496
NVIDIA CORPORATION(NVDA)258,903249,510-9,39345,15349,9246.80%+4,772
SCHWAB STRATEGIC TR20,426219,230+198,8044745,0710.69%+4,596
STERLING INFRASTRUCTURE INC(STRL)13,76810,776-2,9925,6079,0451.23%+3,438
TAIWAN SEMICONDUCTOR MANUFAC(TSM)27,05025,602-1,4489,14212,2271.66%+3,085
APPLE INC(AAPL)70,63772,008+1,37117,92720,8362.84%+2,909
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
12,03368,388+56,3556093,4580.47%+2,849
BROADCOM INC(AVGO)20,00823,448+3,4406,1938,8581.21%+2,665
SCHWAB STRATEGIC TR11,887102,191+90,3042942,8310.39%+2,536
SCHWAB STRATEGIC TR15,09774,349+59,2524392,6860.37%+2,247
ASML HLDG NV
N Y REGISTRY SHS
3,4793,397-824,5966,7590.92%+2,163
INVESCO QQQ TR8,6039,566+9634,9657,0450.96%+2,079
INTEL CORP(INTC)14,13618,380+4,2446242,5660.35%+1,943
ALPHABET INC(GOOG)45,36542,276-3,08913,01414,9372.03%+1,924
NEBIUS GROUP N.V.(NBIS)12,63911,389-1,2501,3113,1450.43%+1,834
SERVICENOW INC(NOW)3,16921,512+18,3433312,1360.29%+1,804
APPLOVIN CORP(APP)13,64013,752+1125,4297,0850.96%+1,657
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
304,852330,361+25,50918,22419,7322.69%+1,508
CORNING INC(GLW)10,28410,930+6461,3982,7920.38%+1,394
VERTIV HOLDINGS CO(VRT)20,99619,864-1,1325,2616,6510.91%+1,390
ALPHABET INC(GOOG)18,78918,913+1245,4036,7590.92%+1,356
ISHARES TR07,364+7,36401,3220.18%+1,322
VANGUARD INDEX FDS25,97826,062+848,3349,6441.31%+1,310
FORTINET INC(FTNT)3,0399,481+6,4422481,4560.20%+1,208
VANGUARD INDEX FDS13,09813,082-167,8278,9851.22%+1,158
ISHARES TR1,2935,508+4,2152351,3890.19%+1,155
MARVELL TECHNOLOGY INC(MRVL)14,1908,580-5,6101,4062,5560.35%+1,150
GLOBAL X FDS
DEFENSE TECH ETF
018,639+18,63901,1130.15%+1,113
VANGUARD MALVERN FDS014,337+14,33701,0940.15%+1,094
PALO ALTO NETWORKS INC(PANW)6,1566,078-789872,0730.28%+1,086
ISHARES TR3,7347,746+4,0127981,8780.26%+1,080
STATE STR SPDR DOW JONES IND(DIA)2,4814,265+1,7841,1492,2280.30%+1,079
DELL TECHNOLOGIES INC(DELL)2,3513,383+1,0323861,4600.20%+1,074
ISHARES TR025,166+25,16601,0650.14%+1,065
ISHARES TR018,305+18,30501,0360.14%+1,036
CROWDSTRIKE HLDGS INC(CRWD)3,3143,005-3091,2942,2930.31%+1,000
SELECT SECTOR SPDR TR
ST STR TECHN ETF
20,60419,616-9882,7383,7370.51%+999
NEOS ETF TRUST
NEOS S&P 500 HI
018,090+18,09009600.13%+960
AMAZON COM INC(AMZN)55,80552,659-3,14611,62212,5511.71%+928
QUANTA SVCS INC01,254+1,25409030.12%+903
VANGUARD BD INDEX FDS6,13818,361+12,2234521,3480.18%+896
SCHWAB STRATEGIC TR28,24148,471+20,2309311,7580.24%+827
STATE STR SPDR S&P MIDCAP 40(MDY)9,1669,148-185,6536,4340.88%+781
ROUNDHILL ETF TRUST010,517+10,51707770.11%+777
SCHWAB STRATEGIC TR030,614+30,61407250.10%+725
PIMCO ETF TR
ENHAN SHRT MA AC
7,38914,558+7,1697431,4680.20%+724
ZACKS TRUST
EARNGS CONSTANT
182,595182,791+1966,1776,8990.94%+721
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
05,483+5,48307010.10%+701
CISCO SYS INC(CSCO)10,03312,479+2,4467781,4660.20%+687
GOLDMAN SACHS GROUP INC(GS)2,7482,971+2232,3253,0050.41%+680
VANGUARD TAX-MANAGED FDS95,99495,698-2966,1516,8180.93%+667
FIRST TR EXCHANGE-TRADED FD
VEST INVESTMENT
98,795134,661+35,8661,9342,6000.35%+666
FIRST TR EXCHANGE-TRADED ALP
COM SHS
04,520+4,52006520.09%+652
HARBOR ETF TRUST
COMM ALL WEA ETF
022,079+22,07906480.09%+648
AMERICAN CENTY ETF TR18,28721,902+3,6151,4742,1130.29%+640
FIRST TR EXCHANGE-TRADED FD
VEST HIGH YIELD
85,890119,986+34,0961,6542,2930.31%+639
ISHARES TR1,94711,768+9,8218301,4610.20%+631
ARM HOLDINGS PLC2,9252,960+354421,0490.14%+607
APPLIED MATLS INC3,0512,279-7721,0431,6480.22%+605
STATE STR SPDR S&P 500 ETF T(SPY)18,45116,875-1,57612,00012,6021.72%+602
SCHWAB STRATEGIC TR012,505+12,50506020.08%+602
JPMORGAN CHASE & CO(JPM)9,60110,462+8612,8243,4240.47%+600
CATERPILLAR INC(CAT)1,3081,414+1069271,5060.21%+579
ISHARES TR03,897+3,89705630.08%+563
VANGUARD INDEX FDS01,826+1,82605590.08%+559
INVESCO EXCH TRADED FD TR II9,0199,070+519081,4650.20%+557
SPACE EXPLORATION TECHN CORP03,232+3,23205520.08%+552
FIRST TR EXCHANGE-TRADED FD
NASDQ CLN EDGE
2,1504,539+2,3893528700.12%+519
LAM RESEARCH CORP(LRCX)2,1042,187+834509480.13%+498
GOLDMAN SACHS ETF TR
NASDA 100 ETF
12,87918,792+5,9136371,1150.15%+477
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
2,5482,621+732397130.10%+474
ABBVIE INC(ABBV)9,49010,057+5672,0642,5310.34%+467
SANDISK CORP(SNDK)0204+20404640.06%+464
ISHARES TR6,0668,199+2,1336861,1280.15%+441
PROSHARES TR
PSHS ULT S&P 500
06,304+6,30404250.06%+425
VISTRA CORP(VST)02,651+2,65104210.06%+421
GOLDMAN SACHS ETF TR
S&P 500 PREMIUM
12,85719,113+6,2566431,0620.14%+419
VANGUARD INDEX FDS11,06011,865+8052,1702,5860.35%+416
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
683697+142686730.09%+405
AMERICAN EXPRESS CO(AXP)6,3336,847+5141,9162,3160.32%+400
TEXAS INSTRS INC(TXN)01,341+1,34104000.05%+400
ISHARES TR2,5534,796+2,2433537530.10%+400
FIRST TR EXCH TRD ALPHDX FD
DEV MRK EX US
18,44321,107+2,6641,6031,9980.27%+395
ISHARES TR05,765+5,76503940.05%+394
VISA INC(V)5,5736,039+4661,6842,0720.28%+388
WESTERN DIGITAL CORP(WDC)1,3771,189-1883727590.10%+387
ON SEMICONDUCTOR CORP(ON)04,049+4,04903830.05%+383
SCHWAB STRATEGIC TR015,520+15,52003750.05%+375
ELI LILLY & CO(LLY)1,5261,478-481,4041,7730.24%+369
GE VERNOVA INC(GEV)303530+2272646230.08%+358
DELTA AIR LINES INC(DAL)03,823+3,82303580.05%+358
UNION PAC CORP(UNP)01,271+1,27103460.05%+346
ISHARES TR8261,552+7262956360.09%+341
NEOS ETF TRUST
NEOS ENH INC 1-3
15,01121,755+6,7447471,0840.15%+336
TRAVELERS COMPANIES INC(TRV)9231,822+8992696010.08%+332
ROBINHOOD MKTS INC(HOOD)12,49311,904-5898661,1940.16%+328
JOHNSON CONTROLS INTERNATION
SHS
2,3334,322+1,9893066310.09%+326
Page 1 of 6