Balboa Wealth Partners has filed its Form 13F-HR for the period ending September 30, 2026. The filing discloses the firm's equity holdings as of the close of the third quarter. The report lists a total of 467 individual equity positions held by the firm.
The filing indicates that the firm's Chief Compliance Officer, Jeffrey Gilbert, is responsible for certifying the report. The firm's address is listed as 6263 North Scottsdale Road, Suite 265, Scottsdale, AZ 85250.
The portfolio is diversified across various sectors. The largest position in the filing is Microsoft Corporation, with a reported holding of 29,819,343 shares. Amazon.com Inc. is the second-largest holding, with 13,346,139 shares. BlackRock Inc. is listed with 217,861 shares.
The filing also includes a significant number of exchange-traded funds (ETFs) and other investment products. Notable ETF holdings include the Vanguard S&P 500 ETF Trust (VOO), with 12,509,415 shares, and the SPDR S&P 500 ETF Trust (SPY), with 12,509,415 shares. Other ETFs listed include various funds focused on international markets, fixed income, and specific sectors such as healthcare and technology.
Among the individual stock positions, Palantir Technologies Inc. is listed with 8,301,283 shares. Archer Aviation Inc. is held with 103,749 shares. The filing also includes holdings in companies such as Merck & Co. Inc., United Parcel Service Inc., Costco Wholesale Corporation, and Walmart Inc..
The filing lists the voting rights for all positions as 'SOLE', indicating that the firm has sole voting and dispositive power over the shares.
