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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 AAPL, AMAX, AGOX, VNLA, RHRX, and represent 27.39% of Partners Wealth Management's stock portfolio.
Added to shares of these 10 stocks: AMAX, RHRX, LVHI, IDMO, SUN, GEV, SHLD, DVY, PH, EDIV.
Started 9 new stock positions in DVY, PH, EDIV, IDMO, SHLD, ET, GEV, LVHI, SUN.
Reduced shares in these 10 stocks: AGOX, , IHDG, , AXP, MUB, AGG, BUYW, VNLA, BP.
Sold out of its positions in AXP, AGG, MUB, BUYW, ORCL, SPDW, IHDG.
Partners Wealth Management was a net buyer of stock by $1.3M.
Partners Wealth Management has $97M in assets under management (AUM), dropping by 1.36%.
Central Index Key (CIK): 0002054714

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Portfolio Holdings for Partners Wealth Management

Partners Wealth Management holds 109 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	7.0	$6.8M		27k	253.79	View chart
Starboard Invt Tr Adaptive Hdgd Mu (AMAX)	6.3	$6.2M	+42%	801k	7.68	View chart
Starboard Invt Tr Adaptive Alpha (AGOX)	5.8	$5.6M	-8%	212k	26.62	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	4.5	$4.3M	-4%	89k	48.86	View chart
Starboard Invt Tr Rh Tactical Rot (RHRX)	3.8	$3.7M	+40%	195k	18.99	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	3.3	$3.2M		6.8k	479.17	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.6	$2.5M		12k	211.15	View chart
Eli Lilly & Co. (LLY)	2.6	$2.5M	-3%	2.7k	919.65	View chart
At&t (T)	2.3	$2.2M	-2%	77k	28.99	View chart
Exxon Mobil Corporation (XOM)	2.1	$2.1M		12k	169.66	View chart
Vanguard World Energy Etf (VDE)	2.0	$1.9M		11k	173.04	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.9	$1.9M	+2%	17k	113.11	View chart
Microsoft Corporation (MSFT)	1.9	$1.8M		5.0k	370.19	View chart
NVIDIA Corporation (NVDA)	1.7	$1.7M	-3%	9.5k	174.40	View chart
Amazon (AMZN)	1.7	$1.6M	-2%	7.7k	208.26	View chart
Bondbloxx Etf Trust Bloomberg Three (XTRE)	1.6	$1.6M	-5%	32k	49.51	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	1.4	$1.4M		32k	43.66	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$1.3M		2.2k	597.67	View chart
Ishares Tr Yld Optim Bd (BYLD)	1.2	$1.2M	-6%	53k	22.53	View chart
Select Sector Spdr Tr State Street Ene (XLE)	1.2	$1.2M		19k	61.26	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$1.1M	-2%	1.9k	577.07	View chart
Bondbloxx Etf Trust Usd Hi Yld Indus (XHYI)	1.1	$1.0M	+6%	28k	37.40	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	1.1	$1.0M		27k	39.43	View chart
Spdr Index Shs Fds State Street Spd (DWX)	1.0	$1.0M		22k	45.60	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	1.0	$994k		14k	70.36	View chart
Bondbloxx Etf Trust Ccc Rt Usd Hi Yl (XCCC)	1.0	$971k		27k	36.40	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.0	$968k		32k	30.50	View chart
JPMorgan Chase & Co. (JPM)	1.0	$955k		3.2k	294.16	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	1.0	$935k		10k	93.54	View chart
American Centy Etf Tr Diversifid Crp (KORP)	0.9	$886k	-7%	19k	46.61	View chart
Strategy Cl A New (MSTR)	0.9	$883k		7.1k	124.80	View chart
CSX Corporation (CSX)	0.9	$874k	-2%	21k	41.05	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.9	$864k		18k	49.37	View chart
Procter & Gamble Company (PG)	0.9	$834k		5.8k	144.44	View chart
Bondbloxx Etf Trust Usd Hi Yld Finan (XHYF)	0.8	$814k	+2%	22k	36.84	View chart
BP Sponsored Adr (BP)	0.8	$794k	-14%	17k	47.00	View chart
Invesco Exch Trd Slf Idx Bloomberg Pricin (POWA)	0.8	$779k		9.0k	86.15	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.8	$773k		15k	52.33	View chart
Coca-Cola Company (KO)	0.8	$754k		9.9k	76.05	View chart
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)	0.7	$709k	+9%	7.2k	98.48	View chart
Wal-Mart Stores (WMT)	0.7	$689k		5.5k	124.28	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.7	$680k		6.2k	108.99	View chart
Ishares Tr Global Energ Etf (IXC)	0.7	$647k		11k	57.61	View chart
Caterpillar (CAT)	0.6	$604k		852.00	708.46	View chart
Ishares Tr Us Consm Staples (IYK)	0.6	$592k		8.5k	70.03	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.6	$582k	+2%	4.4k	132.50	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.6	$580k		11k	54.55	View chart
Altria (MO)	0.6	$575k		8.7k	65.99	View chart
Corning Incorporated (GLW)	0.6	$552k		4.1k	135.95	View chart
Proshares Tr Invt Int Rt Hg (IGHG)	0.6	$547k	-18%	7.0k	77.66	View chart
Chevron Corporation (CVX)	0.6	$545k	-3%	2.6k	206.93	View chart
Invesco Db Multi-sector Comm Energy Fd (DBE)	0.5	$499k	-17%	17k	29.47	View chart
Philip Morris International (PM)	0.5	$495k		3.0k	165.35	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.5	$486k	-3%	2.2k	218.78	View chart
Morgan Stanley Com New (MS)	0.5	$482k	-2%	2.9k	164.57	View chart
Vanguard Wellington Us Momentum (VFMO)	0.5	$481k		2.4k	197.14	View chart
Bondbloxx Etf Trust Usd Hi Yld Telec (XHYT)	0.5	$450k	+5%	13k	33.80	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.5	$445k		4.7k	94.57	View chart
Southern Company (SO)	0.5	$439k	-8%	4.5k	96.53	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$420k	+3%	645.00	650.34	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.4	$418k	+10%	8.5k	48.93	View chart
Johnson & Johnson (JNJ)	0.4	$406k		1.7k	244.44	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.4	$399k	NEW	9.8k	40.54	View chart
Bondbloxx Etf Trust Usd Hi Yld Energ (XHYE)	0.4	$378k	+6%	9.7k	39.05	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$375k	-22%	1.1k	356.56	View chart
Broadcom (AVGO)	0.4	$374k	-12%	1.2k	309.51	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$371k		12k	30.68	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$371k	+32%	861.00	430.37	View chart
Merck & Co (MRK)	0.4	$370k		3.1k	120.29	View chart
Advanced Micro Devices (AMD)	0.4	$359k		1.8k	203.43	View chart
Wells Fargo & Company (WFC)	0.4	$352k		4.4k	79.61	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.4	$349k		2.9k	119.35	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$345k	-9%	3.9k	88.71	View chart
International Business Machines (IBM)	0.3	$337k	-5%	1.4k	242.39	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.3	$336k		7.2k	46.53	View chart
Lowe's Companies (LOW)	0.3	$331k		1.4k	236.24	View chart
Pepsi (PEP)	0.3	$310k	+3%	2.0k	155.33	View chart
Gilead Sciences (GILD)	0.3	$300k		2.2k	139.37	View chart
Delta Air Lines Com New (DAL)	0.3	$291k		4.4k	66.48	View chart
Phillips 66 (PSX)	0.3	$283k		1.6k	182.20	View chart
Ishares Tr Global Finls Etf (IXG)	0.3	$281k		2.5k	114.00	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$281k		976.00	287.56	View chart
Ge Aerospace Com New (GE)	0.3	$278k		981.00	283.72	View chart
Duke Energy Corp Com New (DUK)	0.3	$275k		2.1k	130.94	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.3	$271k		3.8k	71.61	View chart
Home Depot (HD)	0.3	$267k		811.00	328.89	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.3	$260k		3.2k	82.49	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$255k	+4%	975.00	261.92	View chart
Goldman Sachs (GS)	0.3	$254k		300.00	845.99	View chart
Verizon Communications (VZ)	0.3	$243k	-17%	4.8k	50.20	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.2	$243k	NEW	4.4k	54.84	View chart
Visa Com Cl A (V)	0.2	$242k	-10%	799.00	302.35	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN)	0.2	$240k	NEW	3.7k	64.97	View chart
Mastercard Incorporated Cl A (MA)	0.2	$236k		473.00	499.66	View chart
S&p Global (SPGI)	0.2	$232k	+3%	545.00	425.34	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$223k	-2%	1.8k	124.31	View chart
Raytheon Technologies Corp (RTX)	0.2	$223k	-3%	1.2k	192.94	View chart
Automatic Data Processing (ADP)	0.2	$221k		1.1k	203.18	View chart
Ge Vernova (GEV)	0.2	$217k	NEW	249.00	872.95	View chart
Walt Disney Company (DIS)	0.2	$217k	-4%	2.2k	96.38	View chart
Global X Fds Defense Tech Etf (SHLD)	0.2	$213k	NEW	3.0k	70.84	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.2	$210k		8.8k	23.98	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$210k	NEW	1.4k	151.44	View chart
Parker-Hannifin Corporation (PH)	0.2	$201k	NEW	225.00	895.24	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$201k		11k	17.75	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$201k	-20%	308.00	652.49	View chart
Spdr Index Shs Fds State Street Spd (EDIV)	0.2	$201k	NEW	5.1k	39.48	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$195k	NEW	10k	19.30	View chart
Plug Pwr Com New (PLUG)	0.0	$24k		10k	2.26	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 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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