13F

Investor

Balboa Wealth Partners

CIK 0001929008 · filed 2026-04-16 · SEC filing

13F book

$596.2M

Positions

455

65 new · 43 sold

Largest name

7.6%

Nvidia Corp · NVDA

Est. mark

−$24.9M

Price effect on 390 names still held. Flow $16.4M.
NameTickerSharesValueWeightEst. markChange
Nvidia CorpNVDA258.9K$45.2M7.6%−$3.13MCut−$4.29M
Tesla, Inc.TSLA120.7K$44.9M7.5%−$9.41MCut−$9.59M
Microsoft CorpMSFT56.6K$21M3.5%−$6.36MAdded−$6.14M
First Tr Exchange-Traded Fd304.9K$18.2M3.1%−$6.88KAdded$15.5M
Apple Inc.AAPL70.6K$17.9M3.0%−$1.26MAdded−$1.02M
Advanced Micro Devices IncAMD82.7K$16.8M2.8%−$873.2KAdded−$603.3K
Alphabet Inc45.4K$13M2.2%−$1.22MCut−$1.5M
Spdr S&P 500 Etf Tr18.5K$12M2.0%−$582.3KCut−$2.13M
Amazon Com IncAMZN55.8K$11.6M1.9%−$1.26MCut−$1.29M
Meta Platforms, Inc.META17.8K$10.2M1.7%−$1.56MCut−$1.64M
Taiwan Semiconductor Mfg Ltd27.1K$9.14M1.5%$921.3KCut$72.2K
Vanguard Index Fds26K$8.33M1.4%−$371.7KAdded−$283.4K
Vanguard Index Fds13.1K$7.83M1.3%−$387.6KCut−$3.71M
Berkshire Hathaway Inc Del14.7K$7.05M1.2%−$344.9KCut−$524.4K
Palantir Technologies Inc.PLTR44.7K$6.53M1.1%−$1.33MAdded−$967.8K
Spdr Gold Tr14.9K$6.42M1.1%$507.4KCut−$427.9K
Broadcom Inc.AVGO20K$6.19M1.0%−$732KCut−$797.1K
Zacks Trust182.6K$6.18M1.0%−$154.5KAdded$403.8K
Vanguard Tax-Managed Fds96K$6.15M1.0%$132.3KAdded$1.02M
Costco Whsl Corp New6.07K$6.04M1.0%$813.3KCut$677.9K
Berkshire Hathaway Inc Del8$5.75M1.0%−$293.3KHeld
Micron Technology IncMU16.8K$5.66M0.9%$878.8KCut−$365.8K
Spdr S&P Midcap 400 Etf Tr9.17K$5.65M0.9%$123.7KCut$117K
Sterling Infrastructure, Inc.STRL13.8K$5.61M0.9%$1.39MCut$998.5K
Applovin CorpAPP13.6K$5.43M0.9%−$3.08MAdded−$2.08M
Alphabet Inc18.8K$5.4M0.9%−$478.2KCut−$743.3K
Dillards Inc9.41K$5.38M0.9%−$322.1KHeld
Vertiv Holdings CoVRT21K$5.26M0.9%$1.86MCut$1.63M
Invesco Qqq Tr8.6K$4.97M0.8%−$319.4KCut−$2.01M
Asml Holding N V3.48K$4.6M0.8%$873.6KCut$470.2K
Vanguard Intl Equity Index F68K$3.67M0.6%$18.8KAdded$182.1K
Select Sector Spdr Tr58.5K$3.58M0.6%$923.7KAdded$1.09M
Vanguard Scottsdale Fds56.3K$3.29M0.6%−$10.7KCut−$572.5K
Jpmorgan Chase & Co.9.6K$2.82M0.5%−$269.4KCut−$670.9K
Netflix IncNFLX29.3K$2.81M0.5%$63.7KAdded$316.6K
Select Sector Spdr Tr20.6K$2.74M0.5%−$223.7KAdded−$170.4K
Ishares Tr10.8K$2.67M0.4%$5.15KAdded$1.98M
Zacks Trust97.3K$2.62M0.4%$38KAdded$313.9K
Boeing Co13K$2.58M0.4%−$232.1KAdded−$207.3K
Johnson & JohnsonJNJ10.5K$2.57M0.4%$385.9KAdded$435.8K
Ishares Tr25.7K$2.55M0.4%−$13KAdded$430.9K
Mastercard IncMA4.83K$2.41M0.4%−$343.9KCut−$427.8K
Ishares Tr23.5K$2.37M0.4%$13.4KAdded$2.02M
Zacks Trust63.4K$2.35M0.4%$4.59KAdded$226.1K
Ssga Active Tr90.4K$2.32M0.4%−$13.7KAdded$456.8K
Goldman Sachs Group Inc2.75K$2.32M0.4%−$90.7KCut−$369.3K
First Tr Exchange-Traded Fd86.5K$2.21M0.4%−$59.7KCut−$99.2K
American Centy Etf Tr22K$2.2M0.4%$72.8KAdded$1.04M
Vanguard Index Fds11.1K$2.17M0.4%$57.5KCut−$65.3K
Ishares Tr18.1K$2.14M0.4%New
AbbVie Inc.ABBV9.49K$2.06M0.3%−$104.4KCut−$183.9K
First Tr Exchange-Traded Fd98.8K$1.93M0.3%New
American Express CoAXP6.33K$1.92M0.3%−$427.3KCut−$750.2K
RTX CorpRTX9.7K$1.87M0.3%$85.7KAdded$218.8K
Exxon Mobil Corp10.3K$1.75M0.3%$510.1KCut$484.3K
Duke Energy Corp New13.1K$1.71M0.3%$147.9KAdded$449.2K
Ssga Active Tr29.2K$1.69M0.3%−$127KAdded−$47K
Visa Inc.V5.57K$1.68M0.3%−$270.1KCut−$418.5K
Dimensnl Ultrashrt Fixed32.6K$1.65M0.3%$1.81KAdded$123.3K
First Tr Exchange-Traded Fd85.9K$1.65M0.3%New
Vaneck Etf Trust65.5K$1.64M0.3%−$42.6KAdded$95K
Vanguard Index Fds5.47K$1.64M0.3%−$50.8KAdded$632.3K
Verizon Communications IncVZ32K$1.61M0.3%$235.1KAdded$597.5K
First Tr Exch Trd Alphdx Fd18.4K$1.6M0.3%New
Vanguard Whitehall Fds10.7K$1.59M0.3%$48.7KAdded$56.9K
Oracle Corp10.7K$1.57M0.3%−$509.7KCut−$645.5K
Ishares Tr53.8K$1.51M0.3%−$1.87KCut−$405.4K
Schwab Strategic Tr58.9K$1.51M0.3%−$61.5KAdded$207.2K
Grayscale Bitcoin Mini Tr Et50.3K$1.51M0.3%−$360.4KAdded−$87.5K
Lockheed Martin CorpLMT2.47K$1.49M0.3%$196.2KAdded$705.7K
American Centy Etf Tr18.3K$1.47M0.2%$46.2KAdded$473.1K
Walmart Inc.WMT11.8K$1.47M0.2%$113.1KAdded$487.7K
First Tr Exchng Traded Fd Vi42K$1.42M0.2%−$20.6KCut−$50.4K
Marvell Technology, Inc.MRVL14.2K$1.41M0.2%$195.2KAdded$226.8K
Eli Lilly & CoLLY1.53K$1.4M0.2%−$214.3KAdded−$82.7K
Corning Inc10.3K$1.4M0.2%$497.8KCut$430.9K
Aercap Holdings Nv10.1K$1.39M0.2%−$66.6KCut−$112.2K
Dimensional Etf Trust22.2K$1.39M0.2%$64.6KCut−$119.9K
First Tr Exchange Traded Fd59.3K$1.36M0.2%−$38.6KAdded$1.52K
Cameco CorpCCJ12.3K$1.34M0.2%$211.2KCut$144.4K
Chevron Corp NewCVX6.44K$1.33M0.2%$252.9KAdded$625.1K
Nebius Group N.V.NBIS12.6K$1.31M0.2%$213.2KAdded$421.6K
Etfs Gold Tr29.2K$1.3M0.2%$99.6KAdded$147.3K
Crowdstrike Hldgs Inc3.31K$1.29M0.2%−$259.7KCut−$296.2K
Ishares Tr1.96K$1.28M0.2%−$62.1KCut−$140.8K
Global X Fds26.3K$1.28M0.2%$150.2KCut$133.9K
Parker-Hannifin CorpPH1.41K$1.27M0.2%$21.9KAdded$84.5K
Kratos Defense & Sec Solutio17.9K$1.26M0.2%−$60.1KAdded$419.5K
Spdr Index Shs Fds27.4K$1.25M0.2%$34KCut−$150.2K
Barrick Mng Corp29.5K$1.2M0.2%−$70.5KAdded$90.8K
Southern Copper Corp/SCCO6.73K$1.16M0.2%$192.3KCut$166.2K
Vanguard Scottsdale Fds24.5K$1.15M0.2%−$2.66KAdded$187K
Spdr Dow Jones Indl Average2.48K$1.15M0.2%−$43.1KCut−$1.15M
Home Depot, Inc.HD3.45K$1.13M0.2%−$51.8KAdded−$35.7K
Spdr Index Shs Fds24K$1.13M0.2%$2.4KCut−$20.2K
Vanguard Growth Etf2.57K$1.12M0.2%−$73.6KAdded$418.6K
At&T Inc37.4K$1.08M0.2%$135.4KAdded$274K
Southern Co11.2K$1.08M0.2%$104.3KAdded$109.3K
Applied Matls Inc3.05K$1.04M0.2%$178.2KAdded$503K
Vanguard Index Fds3.95K$1.03M0.2%$10.2KAdded$372.9K
Cheniere Energy, Inc.LNG3.57K$1.01M0.2%$318.3KAdded$319.4K
Applied Digital Corp.APLD42.2K$1M0.2%−$27.7KAdded$129.8K
Palo Alto Networks IncPANW6.16K$986.9K0.2%−$113.8KAdded$109.4K
Dimensional Etf Trust20.2K$980.5K0.2%$37.8KCut−$8.1K
Intuitive Surgical IncISRG2.11K$972.9K0.2%−$217.3KAdded−$195.2K
Mckesson CorpMCK1.12K$969.9K0.2%$49.2KAdded$76.9K
Tidal Trust Iii38.2K$949.4K0.2%−$5.07KAdded$156.4K
J P Morgan Exchange Traded F20.1K$945.4K0.2%New
Spdr Series Trust3.68K$933.9K0.2%$46.9KCut$46.4K
Spdr Series Trust27.8K$931.5K0.2%−$6.72KAdded$89.5K
Schwab Strategic Tr28.2K$930.5K0.2%$5.23KAdded$73.5K
Caterpillar IncCAT1.31K$926.5K0.2%$177.4KCut$129.8K
Select Sector Spdr Tr18.6K$918.5K0.2%−$92.5KAdded−$19.4K
General Dynamics CorpGD2.67K$917.2K0.2%$12.1KAdded$300.8K
Nucor CorpNUE5.4K$913.5K0.2%$32.4KCut$11.2K
Ishares 0-3 Month9.02K$907.8K0.2%$2.02KAdded$154.5K
Mcdonalds CorpMCD2.9K$901.3K0.2%$15KCut$9.76K
First Tr Exchange Traded Fd44.4K$884.3K0.1%−$38.9KAdded−$15.4K
Oneok Inc /New/OKE9.72K$878.3K0.1%$113.3KAdded$385.3K
Robinhood Mkts Inc12.5K$865.8K0.1%−$547.2KCut−$606.9K
Blackrock Etf Trust Ii16.2K$842.3K0.1%−$8.44KAdded$311.8K
Procter And Gamble CoPG5.79K$835.8K0.1%$6.47KCut−$171K
Merck & Co., Inc.MRK6.95K$835.6K0.1%$98.6KAdded$144.6K
Ishares Tr16.4K$831.3K0.1%$2.79KHeld
Ishares Tr1.95K$830K0.1%−$90.5KAdded−$79.4K
Southern Mo Bancorp Inc12.9K$827.6K0.1%$62.4KHeld
Welltower Inc.WELL4.18K$826.5K0.1%$41.7KAdded$186.8K
Digital Rlty Tr Inc4.55K$820.3K0.1%$90.5KAdded$271.2K
Ishares Tr3.73K$797.9K0.1%$12.4KCut−$46.2K
Capital Grp Fixed Incm Etf T29.3K$797.6K0.1%New
First Tr Exch Traded Fd Iii11.3K$792.1K0.1%−$6.29KAdded$79.7K
Schwab Charles Corp8.4K$789.5K0.1%−$49.8KCut−$192.7K
Tidal Trust Iii43.4K$781.4K0.1%−$31.2KCut−$192.5K
Spdr Series Trust8.51K$779.8K0.1%$1.83KAdded$149.5K
Cisco Sys Inc10K$778.5K0.1%$5.09KAdded$80K
Pfizer IncPFE27.7K$777.4K0.1%$88KCut$54.1K
United Parcel Service IncUPS7.76K$763.1K0.1%−$5.63KAdded$81.6K
Neos Etf Trust15K$747.2K0.1%New
Pimco Etf Tr7.39K$743.1K0.1%$1.58KAdded$54.9K
Tjx Cos Inc New4.57K$729K0.1%$27.8KCut$27.3K
J P Morgan Exchange Traded F12.8K$724.8K0.1%−$6.7KAdded$40.3K
Spdr Series Trust20.5K$721.9K0.1%$97.4KAdded$306K
Philip Morris Intl Inc4.34K$717.9K0.1%$21.4KCut$15.6K
Invesco Exch Traded Fd Tr Ii6.4K$717.7K0.1%−$46.2KCut−$903.5K
Ishares Tr7.84K$710K0.1%$8.39KCut$5.35K
Abbott LabsABT6.89K$707.7K0.1%−$156KCut−$165.9K
Invesco Exchange Traded Fd T3.68K$705.9K0.1%$717Added$312.6K
Select Sector Spdr Tr4.81K$704.8K0.1%−$38.2KAdded−$18.6K
Ishares Tr10.4K$700.8K0.1%$15.9KCut$14.7K
First Tr Exch Traded Fd Iii32.2K$699.1K0.1%$5.13KAdded$240.1K
Ishares Tr12.2K$695K0.1%$45.6KAdded$171.7K
Vanguard Scottsdale Fds8.71K$690.5K0.1%−$4.05KCut−$13.9K
Schwab Strategic Tr22.4K$688.6K0.1%$72.7KAdded$74.9K
Eaton Corp PlcETN1.92K$686.7K0.1%$74KAdded$84.7K
Ishares Tr6.07K$686.1K0.1%−$61.6KCut−$780.5K
Gabelli Util Tr113.3K$685.2K0.1%$2.09KAdded$54.6K
Capital Group Growth Etf16.9K$680.1K0.1%−$63.7KAdded$18.2K
Occidental Pete Corp10.4K$674.7K0.1%$247.7KAdded$248.1K
Ares Capital CorpARCC37.4K$673.4K0.1%−$82.6KCut−$160.9K
Bny Mellon Etf Trust6.94K$648K0.1%New
Goldman Sachs Etf Tr12.9K$643.4K0.1%−$23.4KAdded$196.4K
Goldman Sachs Etf Tr12.9K$637.4K0.1%−$28.6KAdded$189.5K
Enbridge Inc11.7K$634.4K0.1%$58.6KAdded$190.2K
Bp Plc13.4K$631.3K0.1%$164.8KHeld
Intel CorpINTC14.1K$623.8K0.1%$102.2KCut$37.4K
Ishares Tr6.38K$619.4K0.1%$7.01KCut−$713.4K
Northrop Grumman Corp908$619.3K0.1%$78.5KAdded$219.7K
J P Morgan Exchange Traded F12K$609K0.1%$240Cut−$151.3K
First Tr Exchange Trad Fd Vi17.9K$602.9K0.1%$115.2KAdded$133.2K
Capital Group Global Equity19.6K$597.4K0.1%−$21.1KAdded$8.07K
Albemarle Corp3.32K$596.4K0.1%$126.5KCut$79.9K
Dimensional Etf Trust15.2K$590.6K0.1%−$11KAdded−$7.16K
Sun Cmntys Inc4.66K$586.6K0.1%$9.55KCut−$76.8K
Ishares Tr4.7K$584K0.1%$17.7KAdded$68.7K
Coca Cola CoKO7.64K$580.8K0.1%$46.9KCut$43.8K
Zacks Trust21.1K$580.3K0.1%−$31.1KAdded$165.3K
FabrinetFN1.1K$575.8K0.1%$57.2KAdded$182.9K
International Business Machs2.37K$574.4K0.1%−$127.6KCut−$385.5K
Capital Group Core Balanced16.6K$572.1K0.1%−$14.8KAdded$2.48K
First Tr Exchange-Traded Fd11.2K$566.9K0.1%$38.5KAdded$59.3K
Target CorpTGT4.68K$566.7K0.1%$98.2KAdded$157.5K
Spdr Series Trust11.7K$566.1K0.1%$17.1KCut−$107.6K
Morgan Stanley3.35K$552.1K0.1%−$41.2KAdded−$12.6K
Adobe Inc.ADBE2.27K$551.7K0.1%−$242.7KCut−$361.3K
Vanguard Star Fds7.07K$545.1K0.1%$10.2KAdded$83.2K
American Tower Corp New3.15K$544K0.1%−$9.42KCut−$23.1K
Comfort Sys Usa Inc394$543.3K0.1%$161.3KAdded$205.5K
Vanguard Scottsdale Fds5.74K$538K0.1%$8.25KCut−$99.2K
J P Morgan Exchange Traded F9.53K$529K0.1%−$22.9KAdded$16.4K
Invesco Exchange Traded Fd T9.69K$528.4K0.1%−$45.8KHeld
Mueller Wtr Prods Inc19K$522.6K0.1%$53KAdded$178.5K
Cummins IncCMI957$515.1K0.1%$26.4KCut$16.1K
Capital Grp Fixed Incm Etf T23K$514.2K0.1%New
Main Str Cap Corp9.67K$512K0.1%−$69KAdded−$49.2K
Capital Group Gbl Growth Eqt15.3K$510.9K0.1%−$18.8KAdded$1.19K
Capital Group Core Equity Et13.3K$510.4K0.1%−$23.7KAdded−$15.7K
First Tr Exchange-Traded Fd10.3K$500.2K0.1%−$4.51KCut−$107.2K
Chipotle Mexican Grill IncCMG15.3K$490.7K0.1%−$76.5KCut−$101.4K
Novo-Nordisk A S13.3K$490K0.1%−$168.2KAdded−$115.5K
Capital Grp Fixed Incm Etf T17.9K$486.8K0.1%−$3.92KAdded$20.7K
American Elec Pwr Co Inc3.68K$482.3K0.1%New
Ge Aerospace1.69K$479.5K0.1%−$41.2KCut−$113.6K
Vanguard Whitehall Fds5.08K$478.6K0.1%$21.5KCut$20.6K
J P Morgan Exchange Traded F10.4K$477.6K0.1%−$1.28KAdded$208.6K
Schwab Us Aggregate Bond20.4K$474.3K0.1%−$3.06KHeld
First Tr Exchange Traded Fd7.52K$471.3K0.1%−$61KAdded−$25.9K
Arista Networks, Inc.ANET3.82K$469.4K0.1%−$31.5KCut−$43.9K
Vanguard Intl Equity Index F6.25K$469K0.1%$9.56KCut$5.59K
Pepsico IncPEP3.01K$467.9K0.1%$28.6KAdded$119K
Linde PlcLIN937$464.6K0.1%New
Capital Group Equity Etf Tr15.8K$464K0.1%$7.86KAdded$28.1K
Mercadolibre IncMELI268$463.4K0.1%−$76.4KCut−$124.8K
Block Inc7.67K$461.5K0.1%−$37.7KCut−$171.3K
Ssga Active Etf Tr11.3K$454.3K0.1%−$12.5KAdded−$3.17K
Vanguard Bd Index Fds6.14K$452K0.1%−$2.56KAdded$11.9K
Spdr Series Trust18.2K$452K0.1%−$11.8KAdded−$2.46K
Ishares Tr8.85K$450.7K0.1%$796Added$1K
Lam Research CorpLRCX2.1K$449.5K0.1%$89.4KCut−$18.5K
Qualcomm Inc3.47K$446.5K0.1%−$146.6KCut−$334.2K
Arm Holdings Plc2.92K$442.5K0.1%$122KAdded$124.6K
Williams Cos Inc6.06K$441.2K0.1%$75.3KAdded$83.7K
Aerovironment IncAVAV2.41K$441.2K0.1%New
Schwab Strategic Tr15.1K$439K0.1%$6.93KAdded$109.6K
Evergy, Inc.EVRG5.34K$437.4K0.1%$50.3KCut$48.4K
Phibro Animal Health CorpPAHC7.88K$435.8K0.1%$108.5KAdded$209.9K
Vanguard Index Fds2.35K$433.3K0.1%$16.4KCut−$4.73K
Spdr Series Trust19.2K$427.5K0.1%New
Primoris Svcs Corp2.99K$427.4K0.1%$39.4KAdded$168.7K
Illumina, Inc.ILMN3.46K$426.2K0.1%−$27.2KAdded−$25.6K
Gilead Sciences, Inc.GILD3.06K$426K0.1%$49.4KAdded$60.4K
Vaneck Etf Trust21.6K$425.8K0.1%−$1.77KAdded$206.1K
Huntington Bancshares Inc27K$423.2K0.1%−$44.8KAdded−$34.5K
Federal Agric Mtg Corp2.85K$422.8K0.1%−$77.6KHeld
Dominion Energy, IncD6.82K$421.7K0.1%$18.2KAdded$90.8K
Hercules Capital Inc28.5K$420.6K0.1%−$115.3KCut−$163.1K
Citigroup Inc3.7K$419.8K0.1%−$12.2KCut−$131.1K
Clear Secure, Inc.YOU8.54K$413.5K0.1%$83.7KAdded$193.2K
Consolidated Edison IncED3.65K$413.5K0.1%$50.6KAdded$50.8K
First Tr Exchange-Traded Fd22.9K$408.3K0.1%$6.09KAdded$64.4K
Marathon Pete Corp1.67K$407.3K0.1%$129.3KAdded$149.4K
Kinder Morgan Inc Del12.1K$407.2K0.1%$69.9KAdded$89.4K
Vanguard Index Fds1.41K$403.7K0.1%−$3.16KAdded$100.2K
Medpace Hldgs Inc825$396.2K0.1%−$48.9KAdded$59.2K
S&P Global Inc.SPGI914$388.9K0.1%−$88.9KCut−$98.3K
Altria Group, Inc.MO5.87K$387.3K0.1%$39.8KAdded$111.8K
Brookfield Infrastructure CorpBIPC9.79K$387.1K0.1%−$43.3KAdded$52.5K
Spdr Series Trust4.03K$386K0.1%New
Dell Technologies Inc.DELL2.35K$385.8K0.1%$89.9KCut−$11.6K
Simpson Mfg Inc2.22K$380.7K0.1%$22.5KCut$21.1K
Disney Walt Co3.92K$377.8K0.1%−$68.2KCut−$82.4K
Uranium Energy CorpUEC27.8K$375.6K0.1%$49.2KAdded$59.7K
Western Digital CorpWDC1.38K$372.5K0.1%$135.2KCut−$34.3K
Bank New York Mellon Corp3.14K$372K0.1%$7.92KCut−$110.3K
Argan IncAGX682$371.5K0.1%$157.8KCut$149.6K
Applied Indl Technologies In1.4K$371.2K0.1%$7.5KAdded$146K
Amphenol Corp New2.92K$368.8K0.1%−$25.7KCut−$209.7K
First Tr Exchange-Traded Fd3.96K$367.5K0.1%$969Cut−$20.5K
Spdr Series Trust19.1K$367K0.1%$2.1KCut−$1.22K
Select Sector Spdr Tr4.47K$366.2K0.1%$18.4KAdded$34K
Ulta Beauty, Inc.ULTA687$359.1K0.1%−$47.8KAdded$7.59K
Ishares Tr4.47K$357.7K0.1%New
Honeywell Intl Inc1.58K$356.8K0.1%$47.4KAdded$58.3K
First Tr Exchange-Traded Fd14K$356.3K0.1%$7.26KCut−$2.55K
Putnam Etf Trust35.9K$355.4K0.1%−$901Held
Waste Mgmt Inc Del1.55K$355.2K0.1%$15.6KCut$3.53K
American Centy Etf Tr3.21K$354.6K0.1%$27.2KAdded$27.4K
Ishares Tr2.55K$353.3K0.1%−$7.97KCut−$13.9K
First Tr Exchange Traded Fd2.15K$351.6K0.1%New
Capital Group Dividend Growe9.74K$349.7K0.1%$2KAdded$75.8K
Cloudflare, Inc.NET1.69K$349.1K0.1%$15.5KCut−$10.7K
Medtronic PlcMDT4.02K$348K0.1%−$37.8KCut−$70K
Illinois Tool Wks Inc1.33K$347.5K0.1%$18.7KHeld
Ishares Tr3.41K$347.3K0.1%New
Ishares Tr2.92K$346.7K0.1%−$1.35KAdded$131.6K
Spdr Series Trust5.83K$345.3K0.1%$7.64KCut−$2.09K
Spdr Series Trust13.3K$339.8K0.1%−$1.16KAdded$109.4K
Capital Group Dividend Value7.97K$338.9K0.1%−$8.76KCut−$18.9K
Elbit Sys Ltd399$338.8K0.1%New
Eagle Point Credit Company I89.9K$338K0.1%−$179.8KCut−$182.3K
Cardinal Health IncCAH1.59K$336.1K0.1%$9.35KAdded$10.4K
Gallagher Arthur J & Co1.55K$335.9K0.1%−$65.4KCut−$190.1K
Prologis Inc.2.54K$335.4K0.1%$11KAdded$23.7K
Select Sector Spdr Tr3.07K$334.9K0.1%−$27.7KAdded$17.1K
Centrus Energy CorpLEU1.92K$333K0.1%−$130.4KAdded−$124.7K
First Tr Exchange-Traded Fd7.05K$331.4K0.1%$6.73KCut−$34.3K
ServiceNow, Inc.NOW3.17K$331.3K0.1%−$154.1KCut−$487.5K
Boyd Gaming CorpBYD3.94K$323.7K0.1%−$12.1KHeld
Rockwell Automation, IncROK901$323.3K0.1%New
First Tr Exch Traded Fd Iii18.2K$322.4K0.1%−$6.1KAdded$86.1K
Ea Series Trust15.9K$322K0.1%$79Added$2.61K
Ishares Gold Tr3.65K$321.6K0.1%$25.4KAdded$26.7K
First Tr High Yield Opprt 2023.6K$318.8K0.1%−$12.7KHeld
Ventas, Inc.VTR3.9K$318.7K0.1%$17.1KCut$16.6K
Spdr Series Trust4K$316.2K0.1%−$13.8KHeld
First Tr Exch Traded Fd Iii11K$315.6K0.1%−$11.3KAdded−$2K
Emerson Elec Co2.4K$315.1K0.1%−$4.04KCut−$8.02K
Ishares Silver Tr4.62K$314.9K0.1%$17.2KCut−$264.4K
Coherent Corp.COHR1.32K$314.9K0.1%New
Ishares Inc4.51K$314.6K0.1%New
Brinker Intl Inc2.19K$313.2K0.1%−$1.07KAdded$107.9K
Plexus CorpPLXS1.54K$312.1K0.1%New
Amgen IncAMGN887$312K0.1%$21.6KCut−$990
Reaves Util Income Fd7.86K$308.8K0.1%$20.6KAdded$29.5K
Ishares Tr939$308.5K0.1%$25.8KCut−$7.29K
Johnson Ctls Intl Plc2.33K$305.5K0.1%$23.8KAdded$51.4K
First Tr Exchng Traded Fd Vi8.58K$303K0.1%−$4.46KHeld
Vanguard Intl Equity Index F2.08K$303K0.1%$5.11KCut−$48
Vaneck Etf Trust5.72K$301.6K0.1%−$641Cut−$27.3K
John Hancock Exchange Traded7.06K$299.3K0.1%$5.94KCut$3.86K
Nextera Energy Inc3.2K$297.3K0.1%New
Brightspring Health Svcs Inc6.97K$297K0.1%New
Realty Income CorpO4.84K$295.9K0.1%New
Ishares Tr826$294.7K0.0%−$12.4KAdded$15.8K
Spdr Series Trust11.2K$294.7K0.0%−$1.9KCut−$384.3K
Moodys Corp675$294.6K0.0%−$50.2KAdded−$49.8K
Schwab Strategic Tr11.9K$294.2K0.0%$8.44KCut$3.01K
Adtalem Global Ed IncCVSA2.49K$287.4K0.0%New
Vanguard Intl Equity Index F2.04K$282.7K0.0%−$5.61KAdded−$4.78K
Janus Detroit Str Tr5.61K$282.7K0.0%−$1.21KCut−$80.6K
Spdr Series Trust3.69K$282.3K0.0%−$13.6KHeld
Watts Water Technologies IncWTS968$281K0.0%New
Neos Etf Trust5.63K$279.9K0.0%−$23.5KCut−$42.3K
Azz IncAZZ2.22K$278.2K0.0%New
Arlo Technologies, Inc.ARLO19.5K$277.9K0.0%$3.17KAdded$92.8K
First Tr Exch Trd Alphdx Fd9.21K$275.8K0.0%$21.8KAdded$46.3K
Chubb Limited834$271.8K0.0%$11.5KAdded$11.8K
Travelers Companies, Inc.TRV923$269.2K0.0%$1.5KCut−$149K
Seagate Technology Hldngs Pl683$267.6K0.0%$79.5KCut$16.1K
Omega Healthcare Invs Inc6.1K$267.3K0.0%New
Ishares Tr8.82K$267.3K0.0%−$5.63KAdded−$5.54K
Enterprise Prods Partners L7.04K$266.5K0.0%$40.7KHeld
Bank America Corp5.44K$265.2K0.0%−$34KCut−$278K
First Tr Exchange-Traded Fd5.31K$264.6K0.0%−$903Added$7.57K
GE Vernova Inc.GEV303$264.5K0.0%New
Huntington Ingalls Inds Inc693$263.4K0.0%$27.6KAdded$28.4K
First Tr Exchange-Traded Fd6.67K$263.2K0.0%$7.41KCut−$32.2K
Cigna GroupCI986$263K0.0%−$7.57KAdded$20.4K
Ishares Bitcoin Trust EtfIBIT6.84K$262.8K0.0%−$60.5KAdded−$4.49K
Ishares Tr1.24K$260.9K0.0%−$1.01KAdded$7.44K
Vanguard Index Fds1.19K$259K0.0%$6.52KCut−$3.86K
Us Bancorp Del4.92K$255.9K0.0%−$6.37KAdded$3.41K
Matador Res Co4.05K$255.6K0.0%New
Spdr Index Shs Fds6.04K$255K0.0%$8.27KCut−$6.48K
Celestica IncCLS892$251.3K0.0%−$11.7KAdded$2.65K
Etf Ser Solutions5.39K$250.5K0.0%−$6.45KCut−$57.4K
Vaneck Etf Trust652$250.1K0.0%New
Smartstop Self Storag Reit I8.24K$249.6K0.0%−$4.45KAdded$40.9K
Fortinet, Inc.FTNT3.04K$248.3K0.0%$6.84KAdded$13.1K
Unitedhealth Group IncUNH915$247.7K0.0%−$51.2KAdded−$37.7K
Grayscale Coindesk Crypto7.93K$247.5K0.0%−$73.2KAdded−$51K
ConocophillipsCOP1.86K$245.7K0.0%New
Lithium Amers Corp New62.2K$245.6K0.0%−$25.5KCut−$26.5K
Dimensional Etf Trust6.25K$243.7K0.0%New
Schwab Strategic Tr7.84K$242.7K0.0%New
CoreWeave, Inc.CRWV3.13K$242.2K0.0%$18.3KCut−$143.3K
Invesco Exch Traded Fd Tr Ii4.79K$242K0.0%$7.34KAdded$38.7K
Lemaitre Vascular IncLMAT2.21K$241.6K0.0%New
Ishares Tr2.53K$241.2K0.0%−$1.75KAdded$12.1K
Trane Technologies PlcTT578$240.9K0.0%$15.9KCut$10.1K
Blackstone Inc.BX2.09K$240.5K0.0%−$81.9KCut−$89K
Ishares Tr1.66K$240.1K0.0%$5.89KHeld
Credo Technology Group Holdi2.55K$239.2K0.0%New
Kulicke & Soffa Inds Inc3.64K$239.1K0.0%New
Astrazeneca Plc OrdAZN1.21K$237.7K0.0%New
PACS Group, Inc.PACS7.39K$237.4K0.0%New
Goldman Sachs Etf Tr4.74K$236.1K0.0%−$3.46KAdded$21.2K
Collegium Pharmaceutical, IncCOLL7.12K$235.3K0.0%−$59.7KAdded$26.4K
Eqt CorpEQT3.7K$235.2K0.0%New
Zurn Elkay Water Solns Corp5.24K$235.1K0.0%New
Ishares Tr1.29K$234.6K0.0%−$23.6KCut−$2.98M
Mid-Amer Apt Cmntys Inc1.91K$233.4K0.0%−$32.1KCut−$60.6K
Spdr Series Trust11.3K$232.4K0.0%−$8.1KAdded−$4.63K
Lithium Argentina AgLAR34.6K$231K0.0%$38KCut$36.7K
Ishares Tr2.48K$230.2K0.0%−$3.52KHeld
Starbucks CorpSBUX2.54K$227.9K0.0%$13.5KAdded$16K
Allient IncALNT3.83K$226.6K0.0%New
Wheaton Precious Metals Corp.WPM1.73K$226.5K0.0%New
L3harris Technologies Inc653$225.4K0.0%New
Capital Group New Geography7.07K$223.3K0.0%−$2.55KCut−$3.18K
First Tr Exchange-Traded Fd8.38K$222.6K0.0%−$9.49KAdded−$270
Ishares Tr2.56K$221.8K0.0%−$1.2KCut−$134.4K
Spdr Series Trust2.26K$221.3K0.0%−$19.9KHeld
Invesco Exch Traded Fd Tr Ii3K$219.4K0.0%$5.16KHeld
DuPont de Nemours, Inc.DD4.79K$219.2K0.0%New
Mplx Lp3.82K$218.1K0.0%$14.1KHeld
Wells Fargo Co New2.72K$216.8K0.0%−$37KCut−$45.2K
Schwab Strategic Tr8.17K$212.3K0.0%New
Nutrien Ltd.NTR2.81K$212.1K0.0%New
Alps Etf Tr4.03K$212.1K0.0%New
Newmont Corp1.96K$211.6K0.0%New
Garmin LtdGRMN900$208.8K0.0%New
First Tr Exchange Traded Fd1.86K$205.6K0.0%$23.1KCut−$25.6K
Ishares Tr1.32K$204.6K0.0%−$16.9KHeld
First Tr Exchng Traded Fd Vi8.66K$204.1K0.0%New
Schwab Strategic Tr8.13K$204K0.0%−$9.19KHeld
First Tr Exch Trd Alphdx Fd7.98K$203.6K0.0%New
First Tr Exchng Traded Fd Vi7.44K$203.4K0.0%New
Shopify Inc.SHOP1.71K$203.2K0.0%−$69.9KAdded−$62.4K
Bitwise Funds Trust10.8K$202.7K0.0%−$11.5KHeld
Invesco Actvely Mngd Etc Fd11.1K$192.5K0.0%New
AvePoint, Inc.AVPT20.1K$191K0.0%−$61.3KAdded−$3.29K
Upwork, IncUPWK16.7K$183.5K0.0%New
Aveanna Healthcare Hldgs Inc27.7K$178.1K0.0%−$29.2KAdded$40.1K
Rithm Capital Corp18.5K$175.6K0.0%−$25.9KAdded−$23.4K
O-I Glass Inc16K$167.8K0.0%New
Nuscale Pwr Corp13.2K$142.7K0.0%−$43.8KCut−$48.1K
Ford Mtr Co11.1K$128K0.0%New
Archer Aviation Inc23.6K$122.1K0.0%−$55.1KAdded−$54.2K
Graniteshares Etf Tr10K$122.1K0.0%New
Grayscale Solana Tr EtfGSOL14.8K$90.5K0.0%−$43.9KCut−$47.6K
Western Digital CorpWDC11K$78.7K0.0%$28.2KCut−$8.53K
Lumentum Hldgs Inc11K$77.8K0.0%$37KCut−$18.7K
Loop Inds Inc52.1K$74.5K0.0%$22.4KCut$17.9K
Advanced Energy Inds26K$62.4K0.0%$20.1KHeld
Uber Technologies, IncUBER40K$48.4K0.0%−$2.82KAdded$9.27K
Live Nation Entertainment In26K$39.9K0.0%$2.13KHeld
Chefs Whse Inc26K$37.9K0.0%−$1.6KHeld
Southern Co33K$36.7K0.0%$1.48KCut$407
Osi Systems IncOSIS24K$36.7K0.0%$1.36KHeld
Northern Oil & Gas, Inc.NOG33K$36.1K0.0%$2.83KAdded$17.1K
Wec Energy Group, Inc.WEC29K$35.7K0.0%$1.95KAdded$3.18K
Meritage Homes CorpMTH36K$34.8K0.0%−$221Added$1.71K
Lantheus Hldgs Inc29K$34.6K0.0%$1.52KHeld
On Semiconductor CorpON27K$34.5K0.0%$2.44KCut$1.26K
Pg&E Corp33K$34.3K0.0%$181Added$9.54K
Snowflake Inc.SNOW29K$34.1K0.0%−$6.12KAdded$4.47K
Cloudflare, Inc.NET29K$33.6K0.0%−$370Held
Akamai Technologies IncAKAM29K$33.3K0.0%$4.25KHeld
Biomarin Pharmaceutical IncBMRN32K$30.7K0.0%$171Held
Dexcom IncDXCM33K$30.3K0.0%$40Held
Tetra Tech Inc New29K$30.2K0.0%−$1.22KHeld
Mirum Pharmaceuticals, Inc.MIRM10K$29.7K0.0%$4.14KHeld
Cheesecake Factory IncCAKE30K$29.6K0.0%$294Held
Fluor CorpFLR24K$29.3K0.0%$2.01KCut$874
Halozyme Therapeutics, Inc.HALO28K$28.9K0.0%−$1.35KHeld
Liberty Media Corp Del24K$27.6K0.0%−$2.74KCut−$5.28K
Mks IncMKSI16K$25.8K0.0%$5.31KHeld
Freshpet, Inc.FRPT22K$25.5K0.0%−$145Added$11.4K
Post Hldgs Inc23K$24.9K0.0%$225Cut−$1.92K
Themes Etf Tr10K$23.7K0.0%New
Nutanix, Inc.NTNX23K$23.3K0.0%−$2.58KCut−$3.7K
Integer Hldgs Corp19K$22.6K0.0%$1.36KHeld
Mgp Ingredients Inc New20K$19.1K0.0%−$154Cut−$1.12K
Unity Software Inc.U19K$18.6K0.0%New
Alnylam Pharmaceuticals, Inc.ALNY14K$18K0.0%−$2.58KCut−$4.06K
Patrick Inds Inc10K$17.4K0.0%$458Held
Peloton Interactive, Inc.PTON13K$17.2K0.0%New
BridgeBio Pharma, Inc.BBIO15K$16.9K0.0%New
Aerovironment IncAVAV16K$15.7K0.0%New
Rivian Automotive Inc13K$13.8K0.0%−$2.48KHeld
Etsy IncETSY14K$13.6K0.0%−$495Held
Immunic, Inc.IMUX12K$13.3K0.0%$6.92KHeld
Affirm Hldgs Inc14K$13.1K0.0%New
Irhythm Technologies IncIRTC11K$12K0.0%−$3.2KHeld
Progress Software Corp13K$11.5K0.0%−$1.61KHeld

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.