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Jeffrey Gilbert

Balboa Wealth Partners

Assets Managed
$596.179M
Holdings
455
Last Quarter
2026 - Q1
Filed Date
21d ago
Growth Rate
-1.39%(2Q avg: 1.44%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Balboa Wealth Partners's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 455 positions.

Assets under management

The assets under management (AUM) of Balboa Wealth Partners over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 596.179M in assets, with a quarterly growth rate of -1.39% and a 2-quarter average growth rate of 1.44%. The portfolio is managed by Jeffrey Gilbert, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -2.34%
7.58%
$45.153M
258,903 shares@ $174.4 avg price
TSLA
Tesla Inc
Recent Activity
Decreased -0.33%
7.53%
$44.867M
120,692 shares@ $371.75 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 1.03%
3.52%
$20.954M
56,606 shares@ $370.17 avg price
FTSM
First Trust Enh Short Mat Fd
Recent Activity
Increased 564.24%
3.06%
$18.224M
304,852 shares@ $59.79 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.35%
3.01%
$17.927M
70,637 shares@ $253.79 avg price
AMD
Advanced Micro Devices
Recent Activity
Increased 1.64%
2.83%
$16.826M
82,711 shares@ $203.43 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -1.91%
2.19%
$13.014M
45,365 shares@ $286.87 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -10.98%
2.02%
$12M
18,451 shares@ $650.35 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -0.26%
1.95%
$11.622M
55,805 shares@ $208.27 avg price
META
Meta Platforms Inc-class A
Recent Activity
Decreased -0.69%
1.71%
$10.165M
17,767 shares@ $572.14 avg price

1-10 of 455