Balboa Wealth Partners
Balboa Wealth Partners, Inc. is an SEC-registered investment adviser headquartered in Newport Beach, California. Founded in 2015, the firm serves a primarily US-based client base, including individuals, high net worth individuals, pension/profit sharing plans, and charitable organizations. With approximately 28–31 employees, Balboa Wealth delivers fee-based investment management, financial planning, and related advisory services. The firm's team includes experienced financial professionals focused on personalized guidance for financial independence.
Investment Strategy
Balboa Wealth Partners provides personalized portfolio management and financial planning services tailored to clients' objectives, risk tolerances, and time horizons. The firm utilizes a combination of asset allocation, diversification, and both discretionary and non-discretionary investment management. Portfolios typically include equities, fixed income, and alternative investments, constructed according to modern portfolio theory and adjusted based on ongoing client needs. Balboa Wealth does not offer proprietary funds, instead selecting investments from a broad universe to suit individual client requirements.
Top Holdings
Equity Positions (329)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 9.03% | $45.0M | 284,999 | $14.39 | $157.99 | +$13.7M |
T TSLA | TESLA INC | 7.93% | $39.6M | 124,541 | $209.86 | $317.66 | +$6.9M |
M MSFT | MICROSOFT CORP | 5.52% | $27.5M | 55,322 | $245.21 | $497.41 | +$7.1M |
A AAPL | APPLE INC | 2.87% | $14.3M | 69,830 | $143.56 | $205.17 | -$885.3K |
A AMZN | AMAZON COM INC | 2.57% | $12.8M | 58,374 | $117.52 | $219.39 | +$821.1K |