PARTNERS WEALTH MANAGEMENT, LLC
CIK: 0002054714SEC EDGAR →
Portfolio Value
$86.7M
Holdings
107
As of
Q4 2025
New Positions
107
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 26,568 | $7.2M | 8.33% |
| 2 | STARBOARD INVT TR | 231,670 | $6.6M | 7.63% |
| 3 | JANUS DETROIT STR TR | 92,538 | $4.5M | 5.24% |
| 4 | STARBOARD INVT TR | 563,002 | $4.4M | 5.13% |
| 5 | STARBOARD INVT TR | 138,895 | $2.6M | 2.95% |
| 6 | ISHARES TR | 11,737 | $2.5M | 2.87% |
| 7 | MICROSOFT CORP | 4,941 | $2.4M | 2.76% |
| 8 | ISHARES TR | 16,189 | $2.0M | 2.30% |
| 9 | AT&T INC | 78,499 | $1.9M | 2.25% |
| 10 | NVIDIA CORPORATION | 9,852 | $1.8M | 2.12% |
Quarterly Changes
New Positions (107)
$7.2M · 27K shares
$6.6M · 232K shares
$4.5M · 93K shares
$4.4M · 563K shares
$2.6M · 139K shares
$2.5M · 12K shares
$2.4M · 5K shares
$2.0M · 16K shares
$1.9M · 78K shares
$1.8M · 10K shares
$1.8M · 8K shares
$1.7M · 34K shares
$1.5M · 12K shares
$1.4M · 11K shares
$1.3M · 57K shares
$1.2M · 32K shares
$1.1M · 7K shares
$1.1M · 14K shares
$1.0M · 3K shares
$1.0M · 27K shares
$1.0M · 27K shares
$1.0M · 26K shares
$982K · 22K shares
$976K · 10K shares
$971K · 21K shares
$963K · 18K shares
$944K · 32K shares
$847K · 19K shares
$830K · 6K shares
$818K · 22K shares
$816K · 9K shares
$789K · 22K shares
$756K · 6K shares
$731K · 15K shares
$692K · 10K shares
$686K · 20K shares
$681K · 9K shares
$637K · 7K shares
$630K · 11K shares
$624K · 6K shares
$565K · 4K shares
$565K · 8K shares
$534K · 3K shares
$504K · 1K shares
$499K · 9K shares
$495K · 2K shares
$488K · 852 shares
$485K · 3K shares
$477K · 1K shares
$473K · 11K shares
$471K · 2K shares
$470K · 11K shares
$442K · 5K shares
$436K · 1K shares
$435K · 13K shares
$435K · 5K shares
$426K · 625 shares
$417K · 3K shares
$411K · 4K shares
$397K · 8K shares
$379K · 4K shares
$377K · 2K shares
$356K · 20K shares
$355K · 4K shares
$350K · 8K shares
$350K · 7K shares
$349K · 9K shares
$343K · 2K shares
$334K · 1K shares
$331K · 12K shares
$325K · 3K shares
$321K · 3K shares
$313K · 894 shares
$304K · 4K shares
$302K · 965 shares
$302K · 981 shares
$297K · 2K shares
$279K · 811 shares
$279K · 1K shares
$276K · 2K shares
$274K · 526 shares
$269K · 472 shares
$266K · 2K shares
$264K · 387 shares
$263K · 2K shares
$263K · 300 shares
$257K · 651 shares
$256K · 4K shares
$250K · 1K shares
$247K · 3K shares
$245K · 2K shares
$241K · 936 shares
$239K · 647 shares
$238K · 6K shares
$221K · 2K shares
$219K · 1K shares
$213K · 9K shares
$209K · 2K shares
$206K · 11K shares
$205K · 2K shares
$200K · 2K shares
$198K · 14K shares
$20K · 10K shares
$3K · 3K shares
$3K · 7K shares
$1K · 2K shares
$1K · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 61 | $55.2M | 63.6% |
| Technology | 9 | $13.6M | 15.7% |
| Unknown | 10 | $3.3M | 3.8% |
| Consumer Defensive | 5 | $2.9M | 3.4% |
| Energy | 4 | $2.8M | 3.2% |
| Communication Services | 3 | $2.5M | 2.9% |
| Consumer Cyclical | 3 | $2.4M | 2.8% |
| Industrials | 6 | $2.4M | 2.7% |
| Healthcare | 4 | $930K | 1.1% |
| Utilities | 2 | $680K | 0.8% |