Balboa Wealth Partners Incresed Positions in Q3 2025

Balboa Wealth Partners

  • $552 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOE
Vanguard Mid Cap Value Index F

ETFs
53
+ 2.2%
$164.63 - $174.58 $8.73K - $9.25K
2.46K $430K
ACWI
Ishares Msci Acwi ETF

ETFs
60
+ 2.34%
$128.32 - $138.41 $7.7K - $8.3K
2.62K $362K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
120
+ 2.37%
$68.24 - $73.73 $8.19K - $8.85K
5.18K $380K
MAA
Mid America Apartment Communities Inc.

Real Estate
332
+ 17.46%
$138.38 - $153.2 $45.9K - $50.9K
2.23K $312K
VBR
Vanguard Small Cap Value ETF

ETFs
65
+ 5.54%
$195.41 - $212.37 $12.7K - $13.8K
1.24K $258K
AVUV
American Centy ETF Tr Avantis

ETFs
4
+ 0.11%
$90.37 - $102.12 $361 - $408
3.56K $353K
DLR
Digital Realty Trust, Inc.

Real Estate
178
+ 4.17%
$161.21 - $180.02 $28.7K - $32K
4.45K $769K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
436
+ 3.9%
$48.72 - $50.73 $21.2K - $22.1K
11.6K $573K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
15
+ 0.3%
$79.76 - $85.78 $1.2K - $1.29K
5.09K $430K
XLV
Select Sector Spdr Fund Health

ETFs
5
+ 0.11%
$129.01 - $139.72 $645 - $699
4.49K $625K
BSX
Boston Scientific Corp

Healthcare
406
+ 20.15%
$97.03 - $108.14 $39.4K - $43.9K
2.42K $236K
DFIV
Dimensional ETF Tr

ETFs
6
+ 0.11%
$42.66 - $46.53 $256 - $279
5.34K $246K
AMGN
Amgen Inc

Healthcare
49
+ 4.97%
$271.18 - $309.22 $13.3K - $15.2K
1.04K $292K
EMHC
Spdr Bloomberg Emerging Market
137
+ 0.78%
$24.31 - $25.33 $3.33K - $3.47K
17.8K $447K
FVD
First Tr Value Line Divid Inde

ETFs
12
+ 0.15%
$44.73 - $46.86 $537 - $562
7.94K $367K
WMB
Williams Companies, Inc.

Energy
134
+ 2.39%
$56.52 - $64.01 $7.57K - $8.58K
5.74K $363K
SRLN
Ssga Active Trust

ETFs
257
+ 2.37%
$41.28 - $41.65 $10.6K - $10.7K
11.1K $462K
UBER
Uber Technologies, Inc

Technology
6
+ 0.28%
$86.91 - $99.57 $521 - $597
2.17K $212K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
321
+ 1.98%
$24.87 - $25.69 $7.98K - $8.25K
16.5K $420K
MMM
3 M CO

Industrials
32
+ 2.41%
$144.41 - $160.2 $4.62K - $5.13K
1.36K $211K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
259
+ 1.4%
$19.01 - $19.39 $4.92K - $5.02K
18.8K $361K
EBND
Spdr Bloomberg Emerging Market

ETFs
269
+ 2.56%
$20.95 - $21.57 $5.64K - $5.8K
10.8K $230K
NRZ
New Residential Investment Corp.

Real Estate
232
+ 1.31%
N/A
18K $130K
XLP
Consumer Staples Sector Spdr

ETFs
8
+ 0.21%
N/A
3.83K $291K
Goldman Sachs ETF Tr
397
+ 5.31%
N/A
7.87K $0
First Tr Exchange Traded Fd
1.31K
+ 2.17%
N/A
61.6K $0
Nebius Group N.V.
2.92K
+ 48.4%
N/A
8.96K $0
Spdr Series Trust
12.4K
+ 100.76%
N/A
24.7K $0
Capital Group Global Equity
2.87K
+ 18.95%
N/A
18K $0
Capital Grp Fixed Incm ETF T
78
+ 0.78%
N/A
10.1K $0
Capital Group Core Balanced
342
+ 2.32%
N/A
15.1K $0
Coreweave Inc
3.27K
+ 221.81%
N/A
4.74K $0
Tidal Trust Iii
60.5K
+ 453.86%
N/A
73.9K $0
Arista Networks Inc
59
+ 1.5%
N/A
3.98K $0
First Tr Exch Traded Fd Iii
2.27K
+ 12.28%
N/A
20.8K $0
Ea Series Trust
795
+ 5.31%
N/A
15.8K $0
Capital Group Dividend Growe
707
+ 9.96%
N/A
7.8K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
2.06K
+ 2.53%
N/A
83.7K $0
Grayscale Bitcoin Mini Tr Et
833
+ 1.91%
N/A
44.5K $0
Arm Holdings PLC
83
+ 2.74%
N/A
3.11K $0
Goldman Sachs ETF Tr
396
+ 5.3%
N/A
7.87K $0
Neos ETF Trust
187
+ 3.74%
N/A
5.19K $0
Capital Group Equity ETF Tr
2.98K
+ 29.47%
N/A
13.1K $0
EMR
Emerson Electric CO

Industrials
12
+ 0.46%
$128.6 - $149.63 $1.54K - $1.8K
2.65K $347K
WM
Waste Management Inc

Industrials
45
+ 2.3%
$213.88 - $237.1 $9.62K - $10.7K
2K $442K
ACHR
Archer Aviation Inc.

Industrials
959
+ 8.46%
$8.25 - $13.4 $7.91K - $12.9K
12.3K $117K
KMI
Kinder Morgan, Inc.

Energy
144
+ 1.44%
$26.23 - $28.5 $3.78K - $4.1K
10.2K $287K
SMR
Nuscale Power Corp

Industrials
930
+ 7.9%
$32.65 - $51.67 $30.4K - $48.1K
12.7K $457K
MCO
Moodys Corp

Financial Services
18
+ 2.49%
$472.69 - $521.32 $8.51K - $9.38K
742 $353K
Activity Summary
Buys All Purchases 216 New Holdings 56 Increased Positions 160 Sells All Sells 133 Reductions 133 Sold out 0 Options Calls 1 Puts 1
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