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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Balboa Wealth Partners Inc
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| CRD # | 282329 |
| SEC # | 801-107029 |
| CIK # | 0001929008 |
| AUM | $804.8 M (2025-07-18) |
| Employees | 31 (74% Investors, 10% Brokers) |
| Phone | 949-445-1465 |
| Address | 6263 North Scottsdale Road Scottsdale, AZ 85250 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 45.0 | ||
| Tesla Motors Inc | 39.6 | ||
| Microsoft Corp | 27.5 | ||
| Apple Inc | 14.3 | ||
| Amazon Com Inc | 12.8 | ||
| Advanced Micro Devices Inc | 11.5 | ||
| Facebook Inc | 10.8 | ||
| Alphabet Inc | 8.1 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 6.9 | ||
| Palantir Technologies Inc | 6.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 904 | 433.6 |
| (b) Individuals (high net worth individuals) | 117 | 350.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 5.3 |
| (h) Charitable organizations | 0 | 4.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 10.7 |
| (n) Other | 0 | 0.0 |
| Total | 2,068 | 804.8 |
| By Discretionary | ||
| Discretionary | 1,941 | 785.5 |
| Non-Discretionary | 127 | 19.3 |
| Total | 2,068 | 804.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.3 | |
| United States Persons | 803.5 | |
| Total | 2,068 | 804.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001929008] |
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