13F Filings History of Balboa Wealth Partners

Latest 13F report
Q4 2025 - 16 Jan 2026
Value $
$604,637,012
Signature - Title
Jeffrey Gilbert - Chief Compliance Officer
Location
Scottsdale, AZ
Summary
This page shows a list of all the recent 13F filings made by Balboa Wealth Partners. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Balboa Wealth Partners reported 433 stock holdings with total value $604,637,012 as of Q4 2025. Top holdings included TSLA, NVDA, MSFT, AAPL, and AMD.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 433 $604,637,012 +$48,026,974 -$29,574,869 +$18,452,105 TSLA, NVDA, MSFT, AAPL, AMD 13F-HR 16 Jan 2026, 16:35
Q3 2025 407 $579,603,624 +$49,699,702 -$33,318,221 +$16,381,481 TSLA, NVDA, MSFT, AAPL, SPY 13F-HR 06 Nov 2025, 16:35
Q2 2025 378 $498,683,871 +$73,917,814 -$55,472,486 +$18,445,328 NVDA, TSLA, MSFT, AAPL, AMZN 13F-HR 29 Jul 2025, 17:15
Q1 2025 327 $414,204,483 +$62,545,854 -$44,343,234 +$18,202,620 TSLA, NVDA, BIL, MSFT, AAPL 13F-HR 23 Apr 2025, 09:29
Q4 2024 337 $438,068,054 +$64,128,614 -$58,793,350 +$5,335,264 TSLA, NVDA, MSFT, AAPL, AMZN 13F-HR 10 Feb 2025, 09:59
Q3 2024 332 $401,488,482 +$49,071,801 -$41,310,015 +$7,761,786 NVDA, TSLA, MSFT, AAPL, AMD 13F-HR 06 Nov 2024, 10:21
Q2 2024 305 $378,709,006 +$118,274,092 -$33,322,344 +$84,951,748 NVDA, TSLA, MSFT, AAPL, AMZN 13F-HR 13 Aug 2024, 17:10
Q1 2024 292 $315,029,988 +$39,540,057 -$62,682,522 -$23,142,465 NVDA, MSFT, AMD, AMZN, AAPL 13F-HR 13 May 2024, 09:46
Q4 2023 283 $300,821,177 +$33,854,505 -$29,848,349 +$4,006,156 TSLA, MSFT, NVDA, AAPL, AMD 13F-HR 09 Feb 2024, 16:54
Q3 2023 280 $266,500,976 +$21,929,056 -$32,664,954 -$10,735,898 TSLA, MSFT, NVDA, AAPL, AMZN 13F-HR 23 Oct 2023, 17:26
Q2 2023 301 $286,729,497 +$32,040,154 -$41,344,055 -$9,303,901 TSLA, MSFT, AAPL, NVDA, SPY 13F-HR 08 Aug 2023, 16:57
Q1 2023 298 $264,741,143 +$36,727,222 -$32,617,729 +$4,109,493 TSLA, MSFT, AAPL, NVDA, AMD 13F-HR 11 May 2023, 17:34
Q4 2022 282 $221,822,328 +$25,038,070 -$20,842,347 +$4,195,723 TSLA, MSFT, AAPL, NVDA, SPY 13F-HR 14 Feb 2023, 08:21
Q3 2022 258 $227,380,000 $0 $0 $0 TSLA, MSFT, AAPL, AMZN, NVDA 13F-HR 04 Jan 2023, 17:21