Question 1

What stocks does BALBOA WEALTH PARTNERS hold in its portfolio?

Accepted Answer

BALBOA WEALTH PARTNERS's top stock holdings include FTSM, TSLA, NVDA and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are BALBOA WEALTH PARTNERS's largest stock holdings?

Accepted Answer

BALBOA WEALTH PARTNERS's largest stock holdings as of their last filing include FTSM (valued at approximately $19.7 million), TSLA (valued at approximately $50.4 million), NVDA (valued at approximately $49.9 million), SPY (valued at approximately $12.6 million), AMD (valued at approximately $39.7 million).

Question 3

When was BALBOA WEALTH PARTNERS's last SEC filing?

Accepted Answer

BALBOA WEALTH PARTNERS's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has BALBOA WEALTH PARTNERS recently bought or sold?

Accepted Answer

BALBOA WEALTH PARTNERS's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has BALBOA WEALTH PARTNERS reported?

Accepted Answer

BALBOA WEALTH PARTNERS's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does BALBOA WEALTH PARTNERS invest in?

Accepted Answer

BALBOA WEALTH PARTNERS's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.