Balboa Wealth Partners
RIA/Wealth
Balboa Wealth Partners is a RIA/Wealth based in Scottsdale, AZ led by Jeffrey Alan Gilbert, reporting $804.8M in AUM as of Q3 2025 with TSLA as the largest holding (10% allocation).
PresidentJeffrey Alan Gilbert
- Portfolio Value
- $573.5M
- Positions
- 355
- Top Holding
- TSLA at 9.54%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Balboa Wealth Partners's portfolio (39.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Auto - Manufacturers Consumer Cyclical | $54.7M | 9.54% | -$673.3K Sold | 0.00% 123.0K shares | |
Semiconductors Technology | $52.4M | 9.14% | -$751.2K Sold | 0.00% 281.0K shares | |
Software - Infrastructure Technology | $29.1M | 5.07% | +$421.6K Bought | 0.00% 56.1K shares | |
Consumer Electronics Technology | $17.8M | 3.10% | -$22.2K Sold | 0.00% 69.7K shares | |
ETF ETF | $14.1M | 2.45% | +$1.1M Bought | — 21.1K shares | |
Semiconductors Technology | $13.3M | 2.32% | +$147.9K Bought | 0.01% 82.1K shares | |
Specialty Retail Consumer Cyclical | $12.7M | 2.22% | -$80.6K Sold | 0.00% 58.0K shares | |
Internet Content & Information Communication Services | $12.2M | 2.13% | +$1.2M Bought | 0.00% 50.2K shares | |
Internet Content & Information Communication Services | $10.9M | 1.90% | +$157.9K Bought | 0.00% 14.9K shares | |
ETF ETF | $10.6M | 1.85% | +$5.1M Bought | — 17.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Balboa Wealth Partners's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Balboa Wealth Partners
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