PARTNERS WEALTH MANAGEMENT, LLC
CIK: 0002054714Latest portfolio: $95.7M · Q4 2025
Holdings
107
Total Value
$95.7M
New Positions
107
Closed Positions
0
Top Holdings
View All 107 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 26,568 | $7.2M | 7.54% | NEW | |
| 2 | AGOXSTARBOARD INVT TR | 231,670 | $6.6M | 6.91% | NEW | |
| 3 | VNLAJANUS DETROIT STR TR | 92,538 | $4.5M | 4.75% | NEW | |
| 4 | AMAXSTARBOARD INVT TR | 563,002 | $4.4M | 4.64% | NEW | |
| 5 | BRK/BBERKSHIRE HATHAWAY INC DEL | 6,820 | $3.4M | 3.58% | NEW | |
| 6 | LLYELI LILLY & CO | 2,811 | $3.0M | 3.15% | NEW | |
| 7 | RHRXSTARBOARD INVT TR | 138,895 | $2.6M | 2.67% | NEW | |
| 8 | IVEISHARES TR | 11,737 | $2.5M | 2.60% | NEW | |
| 9 | MSFTMICROSOFT CORP | 4,941 | $2.4M | 2.50% | NEW | |
| 10 | IVWISHARES TR | 16,189 | $2.0M | 2.08% | NEW | |
| 11 | TAT&T INC | 78,499 | $1.9M | 2.04% | NEW | |
| 12 | NVDANVIDIA CORPORATION | 9,852 | $1.8M | 1.92% | NEW | |
| 13 | AMZNAMAZON COM INC | 7,875 | $1.8M | 1.90% | NEW | |
| 14 | XTREBONDBLOXX ETF TRUST | 33,773 | $1.7M | 1.75% | NEW | |
| 15 | XOMEXXON MOBIL CORP | 12,127 | $1.5M | 1.52% | NEW | |
| 16 | VDEVANGUARD WORLD FD | 11,055 | $1.4M | 1.45% | NEW | |
| 17 | VOOVANGUARD INDEX FDS | 2,192 | $1.4M | 1.44% | NEW | |
| 18 | BYLDISHARES TR | 56,902 | $1.3M | 1.35% | NEW | |
| 19 | EMLPFIRST TR EXCHANGE-TRADED FD | 31,925 | $1.2M | 1.26% | NEW | |
| 20 | NDQINVESCO QQQ TR | 1,895 | $1.2M | 1.22% | NEW | |
| 21 | MIGASTRATEGY INC | 7,059 | $1.1M | 1.12% | NEW | |
| 22 | FHLCFIDELITY COVINGTON TRUST | 14,231 | $1.1M | 1.10% | NEW | |
| 23 | JPMJPMORGAN CHASE & CO. | 3,249 | $1.0M | 1.09% | NEW | |
| 24 | XCCCBONDBLOXX ETF TRUST | 26,805 | $1.0M | 1.06% | NEW | |
| 25 | SDVYFIRST TR EXCHANGE-TRADED FD | 26,508 | $1.0M | 1.06% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($6.616454744472557e+189T)
Unknown0.0% ($3.4271164107253445e+22T)
Technology0.0% ($722223891837477453824.0T)
Industrials0.0% ($789488304.3T)
Consumer Defensive0.0% ($830692.6T)
Healthcare0.0% ($3020.3T)
Energy0.0% ($1459.7T)
Communication Services0.0% ($1.9T)
Consumer Cyclical0.0% ($1.8T)
Utilities0.0% ($435.2M)
Filing History
Fund Information
PARTNERS WEALTH MANAGEMENT, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $95.7M across 107 holdings. The largest position is APPLE INC (AAPL), representing 7.5% of the portfolio. Compared to the previous quarter, the fund opened 107 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.