Long-term investor
Balboa Wealth Partners @balboawealthpartners
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001929008).
Record
- Tracked since 2025-06-30 (441 days), 153 trades recorded
- Returns: week n/a · month n/a · 90 days +9.6% · 6 months n/a · 1 year +19.3% · all +19.3%
- Max drawdown n/a · win rate 31% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- TSLA · 6.9% · long · since 2025-06-30
- NVDA · 6.8% · long · since 2025-06-30
- AMD · 5.4% · long · since 2025-06-30
- MSFT · 2.9% · long · since 2025-06-30
- AAPL · 2.8% · long · since 2025-06-30
- FTSM · 2.7% · long · since 2025-06-30
- MU · 2.2% · long · since 2025-06-30
- GOOG · 2.0% · long · since 2025-06-30
- SPY · 1.7% · long · since 2025-06-30
- AMZN · 1.7% · long · since 2025-06-30
- TSM · 1.7% · long · since 2025-06-30
- META · 1.3% · long · since 2025-06-30