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Partners Wealth Management

Latest statistics and disclosures from Partners Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are AGOX, AAPL, AMAX, BRK.B, VNLA, and represent 24.25% of Partners Wealth Management's stock portfolio.
Added to shares of these 10 stocks: AMAX, VNLA, AGOX, THIR, USFR, IBIT, SPDW, XHYI, XHYT, XTRE.
Started 22 new stock positions in RTX, SPYI, HSBC, GLW, XHYI, DVY, YGLD, FNDF, GOOGL, TSLA. IHDG, GS, GDMA, IJR, THIR, AMD, USFR, XHYT, PSX, SHLD, SPDW, ORCL.
Reduced shares in these 10 stocks: American Centy Etf Tr, BRK.B, XLG, IBMR, HELO, MSFT, IBMO, IBMP, IBMQ, ABT.
Sold out of its positions in ABT, ABBV, American Centy Etf Tr, ET, META, IWR, IBMO, IBMP, IBMQ, IBMR. OXLC, SYY, GNK.
Partners Wealth Management was a net buyer of stock by $5.0M.
Partners Wealth Management has $101M in assets under management (AUM), dropping by 15.33%.
Central Index Key (CIK): 0002054714

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Portfolio Holdings for Partners Wealth Management

Partners Wealth Management holds 123 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Starboard Invt Tr Adaptive Alpha (AGOX)	6.9	$7.0M	+24%	228k	30.70	View chart
Apple (AAPL)	6.8	$6.9M	+4%	27k	254.63	View chart
Starboard Invt Tr Adaptive Hdgd Mu (AMAX)	4.0	$4.0M	+62%	494k	8.20	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	3.5	$3.5M	-16%	7.0k	502.71	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	3.1	$3.1M	+91%	63k	49.29	View chart
Microsoft Corporation (MSFT)	2.6	$2.6M	-10%	5.0k	517.95	View chart
Starboard Invt Tr Rh Tactical Rot (RHRX)	2.5	$2.5M	-5%	139k	18.23	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.4	$2.4M		12k	206.51	View chart
Strategy Cl A New (MSTR)	2.3	$2.3M		7.1k	322.21	View chart
Eli Lilly & Co. (LLY)	2.2	$2.2M		2.9k	763.12	View chart
At&t (T)	2.2	$2.2M	-3%	79k	28.24	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.9	$2.0M	+9%	16k	120.72	View chart
NVIDIA Corporation (NVDA)	1.9	$1.9M	+5%	10k	186.59	View chart
Amazon (AMZN)	1.7	$1.7M	+4%	7.9k	219.56	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	1.5	$1.5M	+12%	15k	100.70	View chart
Vanguard World Energy Etf (VDE)	1.4	$1.4M	-11%	11k	125.86	View chart
Exxon Mobil Corporation (XOM)	1.4	$1.4M		12k	112.75	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$1.3M	-15%	2.2k	612.50	View chart
Ishares Tr Yld Optim Bd (BYLD)	1.3	$1.3M	-2%	58k	22.92	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	1.2	$1.2M	-3%	32k	38.29	View chart
Bondbloxx Etf Trust Bloomberg Three (XTRE)	1.1	$1.2M	+52%	23k	49.84	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$1.1M	-5%	1.9k	600.46	View chart
JPMorgan Chase & Co. (JPM)	1.0	$1.0M	-16%	3.3k	315.46	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	1.0	$1.0M		27k	38.02	View chart
American Centy Etf Tr Diversifid Crp (KORP)	1.0	$982k	-2%	21k	47.60	View chart
Spdr Index Shs Fds S&p Intl Etf (DWX)	0.9	$962k	+4%	23k	42.70	View chart
Select Sector Spdr Tr Financial (XLF)	0.9	$959k		18k	53.87	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.9	$953k	-4%	14k	66.87	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.9	$952k	-2%	33k	29.11	View chart
Bondbloxx Etf Trust Ccc Rt Usd Hi Yl (XCCC)	0.9	$937k	-6%	24k	39.25	View chart
Procter & Gamble Company (PG)	0.9	$921k		6.0k	153.65	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.9	$889k	-4%	10k	88.62	View chart
Thor Finl Technologies Tr Index Rotation (THIR)	0.9	$874k	NEW	28k	31.40	View chart
Select Sector Spdr Tr Energy (XLE)	0.9	$865k	-6%	9.7k	89.34	View chart
Invesco Exch Trd Slf Idx Bloomberg Pricin (POWA)	0.8	$822k	-3%	9.1k	90.52	View chart
CSX Corporation (CSX)	0.8	$786k	-8%	22k	35.51	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.8	$777k	+176%	12k	65.00	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.8	$769k		3.2k	239.65	View chart
Broadcom (AVGO)	0.7	$759k		2.3k	329.91	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.7	$741k	-7%	15k	49.84	View chart
BP Sponsored Adr (BP)	0.7	$699k	-18%	20k	34.46	View chart
Bondbloxx Etf Trust Usd Hi Yld Finan (XHYF)	0.7	$692k	+119%	18k	38.16	View chart
Proshares Tr Invt Int Rt Hg (IGHG)	0.7	$689k		8.7k	79.00	View chart
Coca-Cola Company (KO)	0.7	$681k	-3%	10k	66.32	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.6	$611k	-51%	11k	57.52	View chart
Wal-Mart Stores (WMT)	0.6	$588k	-19%	5.7k	103.06	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.6	$584k	NEW	12k	50.27	View chart
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)	0.6	$571k	+13%	6.2k	92.17	View chart
Altria (MO)	0.6	$570k		8.6k	66.06	View chart
Ishares Tr Us Consm Staples (IYK)	0.6	$568k		8.3k	68.39	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.6	$566k	-42%	8.7k	65.00	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.5	$557k	+2%	4.3k	129.72	View chart
Southern Company (SO)	0.5	$525k	-7%	5.5k	94.77	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.5	$494k		1.4k	365.48	View chart
Philip Morris International (PM)	0.5	$491k		3.0k	162.21	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.5	$483k	-3%	2.3k	209.24	View chart
Morgan Stanley Com New (MS)	0.5	$480k		3.0k	158.96	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.5	$479k	-21%	15k	32.82	View chart
Northern Lts Fd Tr Iv Main Buywrite (BUYW)	0.5	$469k	+11%	33k	14.21	View chart
Ishares Tr Global Energ Etf (IXC)	0.5	$469k		11k	41.75	View chart
Proshares Tr Ii Ultra Gold (UGL)	0.5	$464k	+416%	10k	46.06	View chart
Vanguard Wellington Us Momentum (VFMO)	0.5	$464k	+5%	2.4k	191.56	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.5	$459k	NEW	11k	42.79	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.5	$457k		4.7k	97.09	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$448k	+25%	16k	27.30	View chart
Bondbloxx Etf Trust Usd Hi Yld Indus (XHYI)	0.4	$446k	NEW	12k	38.49	View chart
Bondbloxx Etf Trust Usd Hi Yld Telec (XHYT)	0.4	$431k	NEW	12k	35.30	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$424k	-3%	637.00	666.18	View chart
Caterpillar (CAT)	0.4	$419k	-9%	877.00	477.15	View chart
International Business Machines (IBM)	0.4	$402k	-8%	1.4k	282.16	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.4	$401k	-20%	15k	27.64	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$401k	-2%	4.4k	91.43	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.4	$394k	NEW	8.5k	46.08	View chart
Invesco Db Multi-sector Comm Energy Fd (DBE)	0.4	$389k		20k	19.02	View chart
Chevron Corporation (CVX)	0.4	$377k	+14%	2.4k	155.32	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$375k	+4%	1.1k	355.47	View chart
Wells Fargo & Company (WFC)	0.4	$370k	-16%	4.4k	83.82	View chart
Bondbloxx Etf Trust Usd Hi Yld Energ (XHYE)	0.4	$366k		9.4k	39.05	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.4	$364k	NEW	7.0k	52.30	View chart
Oracle Corporation (ORCL)	0.3	$354k	NEW	1.3k	281.24	View chart
Lowe's Companies (LOW)	0.3	$349k		1.4k	251.27	View chart
Home Depot (HD)	0.3	$339k		836.00	405.19	View chart
Johnson & Johnson (JNJ)	0.3	$337k	-16%	1.8k	185.45	View chart
Corning Incorporated (GLW)	0.3	$333k	NEW	4.1k	82.02	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.3	$328k	+9%	7.2k	45.78	View chart
Automatic Data Processing (ADP)	0.3	$319k	-10%	1.1k	293.50	View chart
Visa Com Cl A (V)	0.3	$318k	+15%	930.00	341.41	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.3	$313k		2.9k	108.98	View chart
Pepsi (PEP)	0.3	$306k	-23%	2.2k	140.44	View chart
Advanced Micro Devices (AMD)	0.3	$305k	NEW	1.9k	161.79	View chart
Walt Disney Company (DIS)	0.3	$303k		2.6k	114.50	View chart
Ge Aerospace Com New (GE)	0.3	$303k	-19%	1.0k	300.83	View chart
Mastercard Incorporated Cl A (MA)	0.3	$297k	+2%	522.00	568.81	View chart
Duke Energy Corp Com New (DUK)	0.3	$288k	-3%	2.3k	123.72	View chart
Ishares Tr Global Finls Etf (IXG)	0.3	$288k		2.5k	116.67	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$286k		3.2k	89.37	View chart
Simplify Exchange Traded Fun Gold Strategy Pl (YGLD)	0.3	$277k	NEW	6.9k	40.42	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$263k	-10%	392.00	669.92	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.3	$262k	NEW	6.1k	42.96	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$258k	-20%	1.0k	254.28	View chart
S&p Global (SPGI)	0.3	$256k		526.00	486.71	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.3	$255k	NEW	3.6k	70.98	View chart
Merck & Co (MRK)	0.2	$252k	-14%	3.0k	83.93	View chart
Delta Air Lines Inc Del Com New (DAL)	0.2	$249k	-27%	4.4k	56.75	View chart
Goldman Sachs (GS)	0.2	$239k	NEW	300.00	796.35	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$235k	NEW	966.00	243.10	View chart
Gilead Sciences (GILD)	0.2	$232k		2.1k	111.00	View chart
Ea Series Trust Gadsdn Dyn Mlt (GDMA)	0.2	$223k	NEW	5.8k	38.51	View chart
McDonald's Corporation (MCD)	0.2	$219k	-25%	720.00	303.94	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.2	$217k		8.8k	24.70	View chart
Tesla Motors (TSLA)	0.2	$216k	NEW	485.00	444.72	View chart
Direxion Shs Etf Tr Direxion Hcm (HCMT)	0.2	$213k	-27%	5.7k	37.49	View chart
Tractor Supply Company (TSCO)	0.2	$212k		3.7k	56.87	View chart
Phillips 66 (PSX)	0.2	$211k	NEW	1.6k	136.00	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$208k	-24%	2.0k	106.48	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$208k	NEW	1.5k	142.13	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$206k		2.1k	100.25	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$206k		11k	18.24	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$205k	NEW	1.7k	118.83	View chart
Global X Fds Defense Tech Etf (SHLD)	0.2	$204k	NEW	2.9k	70.24	View chart
Raytheon Technologies Corp (RTX)	0.2	$200k	NEW	1.2k	167.35	View chart
Ford Motor Company (F)	0.1	$129k	-23%	11k	11.96	View chart
Plug Power Com New (PLUG)	0.0	$24k		10k	2.33	View chart

Past Filings by Partners Wealth Management

SEC 13F filings are viewable for Partners Wealth Management going back to 2025

Partners Wealth Management 2025 Q3 filed Oct. 29, 2025
Partners Wealth Management 2025 Q2 filed July 22, 2025
Partners Wealth Management 2025 Q1 filed April 17, 2025

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