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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, RHRX, VNLA, and represent 30.26% of Partners Wealth Management's stock portfolio.
Added to shares of these 10 stocks: ALL, AMAX, RHRX, VNLA, AGOX, MU, TXN, ADI, THIR, CLSE.
Started 7 new stock positions in THIR, ADI, AXP, TXN, ALL, CLSE, MU.
Reduced shares in these 10 stocks: , Bondbloxx Etf Trust, Bondbloxx Etf Trust, LLY, AAPL, Bondbloxx Etf Trust, Bondbloxx Etf Trust, SUN, GEV, SHLD.
Sold out of its positions in Bondbloxx Etf Trust, Bondbloxx Etf Trust, Bondbloxx Etf Trust, Bondbloxx Etf Trust, XOM, GEV, SHLD, SUN.
Partners Wealth Management was a net seller of stock by $-2.9M.
Partners Wealth Management has $102M in assets under management (AUM), dropping by 5.12%.
Central Index Key (CIK): 0002054714

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Portfolio Holdings for Partners Wealth Management

Partners Wealth Management holds 108 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Starboard Invt Tr Adaptive Alpha (AGOX)	7.5	$7.7M	+4%	221k	34.66	View chart
Apple (AAPL)	7.0	$7.1M	-7%	25k	289.36	View chart
Starboard Invt Tr Adaptive Hdgd Mu (AMAX)	6.5	$6.6M	+11%	893k	7.40	View chart
Starboard Invt Tr Rh Tactical Rot (RHRX)	4.7	$4.8M	+11%	217k	22.04	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	4.6	$4.7M	+8%	96k	48.86	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	3.3	$3.3M		6.7k	500.36	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.8	$2.9M	+6%	13k	227.07	View chart
Eli Lilly & Co. (LLY)	2.5	$2.6M	-21%	2.1k	1199.22	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.3	$2.4M	+4%	17k	137.53	View chart
NVIDIA Corporation (NVDA)	1.9	$1.9M		9.5k	200.09	View chart
Microsoft Corporation (MSFT)	1.8	$1.8M		5.0k	373.01	View chart
Amazon (AMZN)	1.8	$1.8M		7.6k	238.33	View chart
Vanguard World Energy Etf (VDE)	1.6	$1.7M		11k	150.13	View chart
Bondbloxx Etf Trust Bloomberg Three (XTRE)	1.6	$1.6M	+2%	33k	49.03	View chart
At&t (T)	1.5	$1.6M		76k	20.70	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.5	$1.5M		2.2k	686.95	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.4	$1.4M		1.9k	736.41	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	1.4	$1.4M		32k	43.50	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	1.1	$1.1M		26k	43.14	View chart
Ishares Tr Yld Optim Bd (BYLD)	1.1	$1.1M	-5%	50k	22.65	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.1	$1.1M		31k	34.81	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	1.1	$1.1M		14k	77.25	View chart
JPMorgan Chase & Co. (JPM)	1.0	$1.1M		3.2k	327.33	View chart
Spdr Index Shs Fds St S&p Intl Etf (DWX)	1.0	$1.1M	+4%	23k	45.96	View chart
Corning Incorporated (GLW)	1.0	$1.0M		4.0k	255.40	View chart
Advanced Micro Devices (AMD)	1.0	$1.0M		1.8k	580.88	View chart
Bondbloxx Etf Trust Ccc Rt Usd Hi Yl (XCCC)	1.0	$1.0M	+3%	28k	36.57	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	1.0	$1000k	+6%	19k	53.61	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	1.0	$993k		19k	53.11	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	1.0	$977k		9.9k	98.38	View chart
CSX Corporation (CSX)	1.0	$975k	-3%	21k	47.53	View chart
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)	0.9	$936k	+2%	7.3k	127.31	View chart
American Centy Etf Tr Diversifid Crp (KORP)	0.9	$882k		19k	46.85	View chart
Procter & Gamble Company (PG)	0.8	$847k		5.8k	146.64	View chart
Coca-Cola Company (KO)	0.8	$805k		9.9k	81.27	View chart
Invesco Exch Trd Slf Idx Bloo Pri Pwr Etf (POWA)	0.8	$803k		9.0k	88.84	View chart
Allstate Corporation (ALL)	0.8	$787k	NEW	3.3k	237.91	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.8	$772k		15k	52.54	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.7	$747k	+2%	6.4k	117.29	View chart
Caterpillar (CAT)	0.7	$708k	-21%	665.00	1064.90	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.6	$651k		11k	61.23	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.6	$649k		4.4k	147.73	View chart
Strategy Cl A New (MSTR)	0.6	$649k	+5%	7.5k	86.93	View chart
Ishares Tr Us Consm Staples (IYK)	0.6	$646k	+5%	8.9k	72.66	View chart
Wal-Mart Stores (WMT)	0.6	$628k		5.5k	113.27	View chart
Altria (MO)	0.6	$624k		8.7k	71.95	View chart
BP Sponsored Adr (BP)	0.6	$624k		17k	36.95	View chart
Vanguard Wellington Us Momentum (VFMO)	0.6	$608k		2.4k	249.51	View chart
Morgan Stanley Com New (MS)	0.6	$591k	-3%	2.8k	209.04	View chart
Proshares Tr Invt Int Rt Hg (IGHG)	0.5	$552k		7.0k	78.33	View chart
Ishares Tr Global Energ Etf (IXC)	0.5	$549k		11k	49.13	View chart
Philip Morris International (PM)	0.5	$542k		3.0k	180.93	View chart
Ishares Tr Futu Ai Tech Etf (ARTY)	0.5	$534k	-2%	7.0k	76.16	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.5	$527k	+16%	10k	52.76	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.5	$482k		4.7k	102.26	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$479k		642.00	746.42	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.5	$464k	-13%	1.9k	242.47	View chart
Invesco Db Multi-sector Comm Energy Fd (DBE)	0.4	$445k		17k	26.22	View chart
Broadcom (AVGO)	0.4	$440k	-3%	1.2k	377.61	View chart
Chevron Corporation (CVX)	0.4	$436k		2.6k	165.79	View chart
Southern Company (SO)	0.4	$435k		4.5k	95.72	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.4	$422k		2.9k	144.30	View chart
Johnson & Johnson (JNJ)	0.4	$421k		1.7k	253.97	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$421k	-2%	1.0k	409.50	View chart
Delta Air Lines Com New (DAL)	0.4	$411k		4.4k	93.66	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.4	$397k		9.8k	40.59	View chart
Merck & Co (MRK)	0.4	$396k		3.1k	128.50	View chart
International Business Machines (IBM)	0.4	$386k		1.4k	281.21	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$384k		12k	31.71	View chart
Wells Fargo & Company (WFC)	0.4	$365k		4.4k	82.64	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$355k	+20%	1.2k	303.22	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$338k	-9%	3.5k	96.43	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$317k	-9%	886.00	357.37	View chart
Lowe's Companies (LOW)	0.3	$309k		1.4k	220.45	View chart
Ishares Tr Global Finls Etf (IXG)	0.3	$307k		2.5k	124.51	View chart
Goldman Sachs (GS)	0.3	$303k		300.00	1011.37	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$303k	-4%	821.00	368.45	View chart
Micron Technology (MU)	0.3	$302k	NEW	261.00	1155.45	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.3	$300k		3.2k	95.09	View chart
Home Depot (HD)	0.3	$287k		814.00	352.68	View chart
Gilead Sciences (GILD)	0.3	$272k		2.2k	126.34	View chart
Pepsi (PEP)	0.3	$271k		2.0k	135.42	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.3	$266k		4.4k	60.29	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$266k		1.8k	148.31	View chart
Visa Com Cl A (V)	0.2	$254k	-7%	741.00	343.27	View chart
Duke Energy Corp Com New (DUK)	0.2	$252k	-4%	2.0k	126.58	View chart
Texas Instruments Incorporated (TXN)	0.2	$249k	NEW	836.00	298.07	View chart
Phillips 66 (PSX)	0.2	$241k	-8%	1.4k	169.01	View chart
Mastercard Incorporated Cl A (MA)	0.2	$241k		469.00	513.60	View chart
Ge Aerospace Com New (GE)	0.2	$238k	-35%	636.00	373.64	View chart
Automatic Data Processing (ADP)	0.2	$238k	-2%	1.1k	223.95	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$231k		308.00	749.46	View chart
S&p Global (SPGI)	0.2	$222k		545.00	407.26	View chart
Verizon Communications (VZ)	0.2	$220k	+7%	5.2k	42.34	View chart
Parker-Hannifin Corporation (PH)	0.2	$220k		225.00	978.12	View chart
Raytheon Technologies Corp (RTX)	0.2	$219k		1.2k	189.66	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$217k		1.4k	156.34	View chart
Analog Devices (ADI)	0.2	$216k	NEW	544.00	397.17	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.2	$213k		8.8k	24.31	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.2	$213k		3.8k	56.22	View chart
Walt Disney Company (DIS)	0.2	$210k	-2%	2.2k	96.25	View chart
Thor Finl Technologies Tr Index Rotation (THIR)	0.2	$205k	NEW	5.9k	34.50	View chart
Spdr Index Shs Fds St Mar Divid Etf (EDIV)	0.2	$204k		5.0k	40.96	View chart
Trust For Professional Man Convergence Lng (CLSE)	0.2	$203k	NEW	5.9k	34.13	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$203k		11k	17.88	View chart
American Express Company (AXP)	0.2	$202k	NEW	597.00	338.25	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$193k		10k	19.12	View chart
Plug Pwr Com New (PLUG)	0.0	$28k		10k	2.71	View chart

Past Filings by Partners Wealth Management

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

Partners Wealth Management 2026 Q2 filed July 21, 2026
Partners Wealth Management 2026 Q1 filed April 24, 2026
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

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