Partners Wealth Management

Partners Wealth Management as of March 31, 2026

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