Balboa Wealth Partners Reduced Holdings in Q4 2025

Balboa Wealth Partners

  • $572 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-392
- 1.57%
$45.45 - $48.31 $17.8K - $18.9K
24.5K $1.16M
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
-610
- 4.08%
$23.78 - $26.13 $14.5K - $15.9K
14.3K $356K
DVYE
Ishares Emerging Markets Divid

ETFs
-650
- 6.8%
$28.63 - $31.75 $18.6K - $20.6K
8.91K $281K
Spdr Series Trust
-10.2K
- 41.13%
N/A
14.6K $0
Arista Networks Inc
-63
- 1.58%
N/A
3.92K $0
Arm Holdings PLC
-200
- 6.44%
N/A
2.91K $0
American Healthcare Reit Inc
-2.16K
- 33.7%
N/A
4.25K $0
Barrick Mng Corp
-539
- 2.07%
N/A
25.5K $0
Patrick Inds Inc
-10K
- 50.0%
N/A
10K $0
Dexcom Inc
-3K
- 8.33%
N/A
33K $0
Rivian Automotive Inc
-1K
- 7.14%
N/A
13K $0
Capital Group Dividend Growe
-116
- 1.49%
N/A
7.69K $0
Nutanix Inc
-1K
- 4.0%
N/A
24K $0
IWD
Ishares Russell 1000 Val ETF

ETFs
-22
- 0.55%
$199.44 - $208.01 $4.39K - $4.58K
4.01K $821K
Biomarin Pharmaceutical Inc
-1K
- 3.03%
N/A
32K $0
Ford Mtr CO
-1K
- 3.03%
N/A
32K $0
Integer Hldgs Corp
-1K
- 5.0%
N/A
19K $0
Pg&E Corp
-2K
- 7.69%
N/A
24K $0
Etsy Inc
-1K
- 6.67%
N/A
14K $0
Progress Software Corp
-1K
- 7.14%
N/A
13K $0
Meritage Homes Corp
-1K
- 2.86%
N/A
34K $0
Ishares Tr
-6.75K
- 9.02%
N/A
68.1K $0
Goldman Sachs ETF Tr
-176
- 3.98%
N/A
4.24K $0
Fluor Corp
-1K
- 3.85%
N/A
25K $0
Tidal Trust Iii
-21.9K
- 29.66%
N/A
52K $0
Post Hldgs Inc
-1K
- 3.85%
N/A
25K $0
Western Digital Corp
-1K
- 5.0%
N/A
19K $0
Lithium Argentina Ag
-1.3K
- 3.58%
N/A
34.8K $0
ACWI
Ishares Msci Acwi ETF

ETFs
-25
- 0.95%
$135.71 - $142.56 $3.39K - $3.56K
2.6K $363K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-16
- 0.11%
$37.61 - $39.41 $602 - $631
15.1K $583K
HBIO
Harvard Bioscience Inc

Healthcare
-1.75K
- 14.89%
$0.38 - $0.65 $665 - $1.14K
10K $6K
EEM
Ishares Msci Emerging Markets

ETFs
-387
- 2.65%
$51.94 - $56.01 $20.1K - $21.7K
14.2K $780K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-77
- 1.58%
$454.87 - $482.76 $35K - $37.2K
4.79K $2.26M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-125
- 1.27%
$56.5 - $60.52 $7.06K - $7.57K
9.69K $568K
JHMD
John Hancock ETF Tr Multifacto

ETFs
-45
- 0.63%
$39.34 - $41.27 $1.77K - $1.86K
7.11K $290K
VEU
Vanguard Ftse All World Ex Us

ETFs
-88
- 1.38%
$70.2 - $73.89 $6.18K - $6.5K
6.3K $460K
CCJ
Cameco Corp

Energy
-35
- 0.27%
$82.77 - $106.91 $2.9K - $3.74K
13.1K $1.11M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-44
- 10.48%
$524.58 - $588.02 $23.1K - $25.9K
376 $213K
CMI
Cummins Inc

Industrials
-60
- 5.79%
$407.98 - $484.34 $24.5K - $29.1K
977 $451K
PEP
Pepsico Inc

Consumer Defensive
-9
- 0.37%
$138.84 - $153.71 $1.25K - $1.38K
2.43K $359K
AGX
Argan Inc

Industrials
-128
- 15.31%
$256.15 - $364.78 $32.8K - $46.7K
708 $248K
MRVL
Marvell Technology, Inc.

Technology
-84
- 0.6%
$81.05 - $93.74 $6.81K - $7.87K
13.9K $1.2M
AMGN
Amgen Inc

Healthcare
-79
- 7.63%
$290.13 - $341.71 $22.9K - $27K
956 $326K
WELL
Welltower Inc.

Real Estate
-82
- 2.32%
$165.94 - $193.82 $13.6K - $15.9K
3.45K $668K
RTX
Raytheon Technologies Corp

Industrials
-207
- 2.25%
$157.0 - $179.44 $32.5K - $37.1K
9.01K $1.58M
CRWD
Crowd Strike Holdings, Inc.

Technology
-208
- 5.78%
$482.23 - $557.53 $100K - $116K
3.39K $1.82M
NUE
Nucor Corp

Basic Materials
-51
- 0.91%
$131.78 - $154.43 $6.72K - $7.88K
5.53K $817K
PH
Parker Hannifin Corp

Industrials
-48
- 3.45%
$716.66 - $857.93 $34.4K - $41.2K
1.34K $1.12M
AER
Aer Cap Holdings N.V.

Industrials
-735
- 6.58%
$119.82 - $137.67 $88.1K - $101K
10.4K $1.43M
Activity Summary
Buys All Purchases 231 New Holdings 56 Increased Positions 175 Sells All Sells 160 Reductions 160 Sold out 0 Options Calls 0 Puts 0
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