Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Partners Wealth Management

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

Top 5 stock holdings are AAPL, AGOX, VNLA, AMAX, BRK.B, and represent 27.43% of Partners Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VNLA, XHYI, AMAX, XTRE, XLE, XLY, SIVR, AXP, VZ, XHYF.
Started 3 new stock positions in AXP, VZ, SIVR.
Reduced shares in these 10 stocks: SGOV, THIR, IBIT, USFR, HELO, BALT, , BUFD, SPYI, AVGO.
Sold out of its positions in GDMA, HCMT, BUFD, F, SHLD, BALT, DVY, TLT, SGOV, IBIT. HELO, MCD, UGL, SPYI, YGLD, TSLA, THIR, TSCO, USFR.
Partners Wealth Management was a net seller of stock by $-5.0M.
Partners Wealth Management has $96M in assets under management (AUM), dropping by -5.49%.
Central Index Key (CIK): 0002054714

Tip: Access up to 7 years of quarterly data

Positions held by Partners Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Partners Wealth Management

Partners Wealth Management holds 107 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	7.5	$7.2M		27k	271.86	View chart
Starboard Invt Tr Adaptive Alpha (AGOX)	6.9	$6.6M		232k	28.56	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	4.7	$4.5M	+46%	93k	49.14	View chart
Starboard Invt Tr Adaptive Hdgd Mu (AMAX)	4.6	$4.4M	+13%	563k	7.90	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	3.6	$3.4M	-2%	6.8k	502.62	View chart
Eli Lilly & Co. (LLY)	3.2	$3.0M	-4%	2.8k	1074.51	View chart
Starboard Invt Tr Rh Tactical Rot (RHRX)	2.7	$2.6M		139k	18.40	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.6	$2.5M		12k	212.06	View chart
Microsoft Corporation (MSFT)	2.5	$2.4M		4.9k	483.62	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.1	$2.0M		16k	123.26	View chart
At&t (T)	2.0	$1.9M		79k	24.84	View chart
NVIDIA Corporation (NVDA)	1.9	$1.8M	-3%	9.9k	186.51	View chart
Amazon (AMZN)	1.9	$1.8M		7.9k	230.81	View chart
Bondbloxx Etf Trust Bloomberg Three (XTRE)	1.8	$1.7M	+44%	34k	49.76	View chart
Exxon Mobil Corporation (XOM)	1.5	$1.5M		12k	120.34	View chart
Vanguard World Energy Etf (VDE)	1.5	$1.4M		11k	125.92	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.4	$1.4M		2.2k	627.25	View chart
Ishares Tr Yld Optim Bd (BYLD)	1.4	$1.3M		57k	22.77	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	1.3	$1.2M		32k	37.87	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.2	$1.2M		1.9k	614.30	View chart
Strategy Cl A New (MSTR)	1.1	$1.1M		7.1k	151.95	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	1.1	$1.1M		14k	74.28	View chart
JPMorgan Chase & Co. (JPM)	1.1	$1.0M		3.2k	322.25	View chart
Bondbloxx Etf Trust Ccc Rt Usd Hi Yl (XCCC)	1.1	$1.0M	+12%	27k	38.02	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	1.1	$1.0M		27k	38.32	View chart
Bondbloxx Etf Trust Usd Hi Yld Indus (XHYI)	1.1	$1.0M	+127%	26k	38.21	View chart
Spdr Index Shs Fds S&p Intl Etf (DWX)	1.0	$983k		22k	43.94	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	1.0	$977k		10k	97.40	View chart
American Centy Etf Tr Diversifid Crp (KORP)	1.0	$972k		21k	47.25	View chart
Select Sector Spdr Tr State Street Fin (XLF)	1.0	$963k		18k	54.77	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.0	$944k	-2%	32k	29.61	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.9	$847k	+95%	19k	44.71	View chart
Procter & Gamble Company (PG)	0.9	$831k	-3%	5.8k	143.32	View chart
Bondbloxx Etf Trust Usd Hi Yld Finan (XHYF)	0.9	$819k	+19%	22k	37.90	View chart
Invesco Exch Trd Slf Idx Bloomberg Pricin (POWA)	0.9	$816k		9.1k	89.94	View chart
CSX Corporation (CSX)	0.8	$790k		22k	36.25	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.8	$757k	+97%	6.3k	119.42	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.8	$731k		15k	49.19	View chart
Coca-Cola Company (KO)	0.7	$693k	-3%	9.9k	69.91	View chart
BP Sponsored Adr (BP)	0.7	$687k	-2%	20k	34.73	View chart
Proshares Tr Invt Int Rt Hg (IGHG)	0.7	$682k		8.7k	78.42	View chart
Invesco Exch Traded Fd Tr Dorsey Wrgt Smlc (DWAS)	0.7	$638k	+6%	6.6k	96.77	View chart
Invesco Exchange Traded S&p 500 Top 50 (XLG)	0.7	$630k		11k	59.28	View chart
Wal-Mart Stores (WMT)	0.7	$624k		5.6k	111.41	View chart
Ishares Tr Us Consm Staples (IYK)	0.6	$566k		8.5k	66.92	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.6	$565k		4.3k	131.59	View chart
Morgan Stanley Com New (MS)	0.6	$535k		3.0k	177.53	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.5	$505k		1.4k	373.44	View chart
Altria (MO)	0.5	$500k		8.7k	57.66	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.5	$496k		2.3k	214.67	View chart
Caterpillar (CAT)	0.5	$488k	-2%	852.00	572.87	View chart
Philip Morris International (PM)	0.5	$485k		3.0k	160.41	View chart
Broadcom (AVGO)	0.5	$478k	-39%	1.4k	346.10	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.5	$473k		11k	44.41	View chart
Vanguard Wellington Us Momentum (VFMO)	0.5	$471k		2.5k	191.28	View chart
Ishares Tr Global Energ Etf (IXC)	0.5	$471k		11k	41.93	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.5	$442k		4.7k	93.90	View chart
International Business Machines (IBM)	0.5	$437k	+3%	1.5k	296.21	View chart
Bondbloxx Etf Trust Usd Hi Yld Telec (XHYT)	0.5	$436k	+3%	13k	34.59	View chart
Southern Company (SO)	0.5	$435k	-9%	5.0k	87.21	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$426k		625.00	681.92	View chart
Chevron Corporation (CVX)	0.4	$417k	+12%	2.7k	152.43	View chart
Wells Fargo & Company (WFC)	0.4	$412k		4.4k	93.20	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.4	$397k	-4%	8.2k	48.66	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$380k	-2%	4.3k	88.50	View chart
Advanced Micro Devices (AMD)	0.4	$378k	-6%	1.8k	214.16	View chart
Invesco Db Multi-sector Energy Fd (DBE)	0.4	$357k		20k	17.46	View chart
Corning Incorporated (GLW)	0.4	$356k		4.1k	87.55	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.4	$351k		7.3k	48.18	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.4	$351k	+27%	7.8k	45.21	View chart
Bondbloxx Etf Trust Usd Hi Yld Energ (XHYE)	0.4	$350k	-3%	9.1k	38.56	View chart
Johnson & Johnson (JNJ)	0.4	$344k	-8%	1.7k	206.95	View chart
Lowe's Companies (LOW)	0.3	$335k		1.4k	241.12	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$332k	-26%	12k	27.43	View chart
First Tr Exchange-traded Com Shs (FYX)	0.3	$325k		2.9k	113.14	View chart
Merck & Co (MRK)	0.3	$322k		3.1k	105.26	View chart
Visa Com Cl A (V)	0.3	$314k	-3%	894.00	350.78	View chart
Delta Air Lines Inc Del Com New (DAL)	0.3	$304k		4.4k	69.40	View chart
Ge Aerospace Com New (GE)	0.3	$302k	-2%	981.00	307.98	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$302k		965.00	313.00	View chart
Ishares Tr Global Finls Etf (IXG)	0.3	$298k		2.5k	120.79	View chart
Automatic Data Processing (ADP)	0.3	$280k		1.1k	257.23	View chart
Home Depot (HD)	0.3	$279k	-2%	811.00	344.10	View chart
Pepsi (PEP)	0.3	$277k	-11%	1.9k	143.52	View chart
S&p Global (SPGI)	0.3	$275k		526.00	522.59	View chart
Mastercard Incorporated Cl A (MA)	0.3	$270k	-9%	472.00	570.88	View chart
Walt Disney Company (DIS)	0.3	$267k	-11%	2.3k	113.77	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$265k		387.00	684.34	View chart
Gilead Sciences (GILD)	0.3	$264k	+2%	2.2k	122.74	View chart
Goldman Sachs (GS)	0.3	$264k		300.00	879.00	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$258k	-38%	651.00	396.31	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.3	$256k	NEW	3.8k	67.64	View chart
Oracle Corporation (ORCL)	0.3	$251k	+2%	1.3k	194.91	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.3	$248k	-12%	3.2k	78.67	View chart
Duke Energy Corp Com New (DUK)	0.3	$246k	-10%	2.1k	117.21	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$241k	-7%	936.00	257.95	View chart
American Express Company (AXP)	0.3	$239k	NEW	647.00	369.95	View chart
Verizon Communications (VZ)	0.2	$238k	NEW	5.8k	40.73	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$222k	+7%	1.8k	120.18	View chart
Raytheon Technologies Corp (RTX)	0.2	$219k		1.2k	183.47	View chart
Invesco Exch Traded Fd Tr Var Rate Pfd (VRP)	0.2	$214k		8.8k	24.33	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$209k		2.0k	107.10	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$207k		11k	18.22	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$206k		2.1k	99.88	View chart
Phillips 66 (PSX)	0.2	$201k		1.6k	129.00	View chart
Northern Lts Fd Tr Iv Main Buywrite (BUYW)	0.2	$198k	-58%	14k	14.32	View chart
Plug Power Com New (PLUG)	0.0	$21k		10k	1.97	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 Q4 filed Jan. 20, 2026
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z