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Home > Institutional Investor > Balboa Wealth Partners > Profile

Instuitional Investor - Balboa Wealth Partners

Fund Profile
Filing Period:
Fund Name: Balboa Wealth Partners
Portfolio Value $438,256,829
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Tesla Inc.
 TSLA 126,361 $51,029,470 11.64%
2.
Nvidia Corp
 NVDA 293,056 $39,354,538 8.97%
3.
Microsoft Corp
 MSFT 55,011 $23,187,204 5.29%
4.
Apple Inc.
 AAPL 70,735 $17,713,424 4.04%
5.
Amazon Com Inc
 AMZN 63,545 $13,941,191 3.18%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)