Partners Wealth Management

Partners Wealth Management as of Dec. 31, 2025

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