PARTNERS WEALTH MANAGEMENT, LLC Q4 2025 Filing
Filed January 20, 2026
Portfolio Value
$95.7M
Holdings
107
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (107 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 26,568 | $7.2M | 7.54% | |
| 2 | AGOXSTARBOARD INVT TR | 231,670 | $6.6M | 6.91% | |
| 3 | VNLAJANUS DETROIT STR TR | 92,538 | $4.5M | 4.75% | |
| 4 | AMAXSTARBOARD INVT TR | 563,002 | $4.4M | 4.64% | |
| 5 | BRK/BBERKSHIRE HATHAWAY INC DEL | 6,820 | $3.4M | 3.58% | |
| 6 | LLYELI LILLY & CO | 2,811 | $3.0M | 3.15% | |
| 7 | RHRXSTARBOARD INVT TR | 138,895 | $2.6M | 2.67% | |
| 8 | IVEISHARES TR | 11,737 | $2.5M | 2.60% | |
| 9 | MSFTMICROSOFT CORP | 4,941 | $2.4M | 2.50% | |
| 10 | IVWISHARES TR | 16,189 | $2.0M | 2.08% | |
| 11 | TAT&T INC | 78,499 | $1.9M | 2.04% | |
| 12 | NVDANVIDIA CORPORATION | 9,852 | $1.8M | 1.92% | |
| 13 | AMZNAMAZON COM INC | 7,875 | $1.8M | 1.90% | |
| 14 | XTREBONDBLOXX ETF TRUST | 33,773 | $1.7M | 1.75% | |
| 15 | XOMEXXON MOBIL CORP | 12,127 | $1.5M | 1.52% | |
| 16 | VDEVANGUARD WORLD FD | 11,055 | $1.4M | 1.45% | |
| 17 | VOOVANGUARD INDEX FDS | 2,192 | $1.4M | 1.44% | |
| 18 | BYLDISHARES TR | 56,902 | $1.3M | 1.35% | |
| 19 | EMLPFIRST TR EXCHANGE-TRADED FD | 31,925 | $1.2M | 1.26% | |
| 20 | NDQINVESCO QQQ TR | 1,895 | $1.2M | 1.22% | |
| 21 | MIGASTRATEGY INC | 7,059 | $1.1M | 1.12% | |
| 22 | FHLCFIDELITY COVINGTON TRUST | 14,231 | $1.1M | 1.10% | |
| 23 | JPMJPMORGAN CHASE & CO. | 3,249 | $1.0M | 1.09% | |
| 24 | XCCCBONDBLOXX ETF TRUST | 26,805 | $1.0M | 1.06% | |
| 25 | SDVYFIRST TR EXCHANGE-TRADED FD | 26,508 | $1.0M | 1.06% | |
| 26 | XHYIBONDBLOXX ETF TRUST | 26,335 | $1.0M | 1.05% | |
| 27 | DWXSPDR INDEX SHS FDS | 22,366 | $982K | 1.03% | |
| 28 | IXJISHARES TR | 10,031 | $976K | 1.02% | |
| 29 | KORPAMERICAN CENTY ETF TR | 20,560 | $971K | 1.01% | |
| 30 | XLFSELECT SECTOR SPDR TR | 17,583 | $963K | 1.01% | |
| 31 | SCHVSCHWAB STRATEGIC TR | 31,883 | $944K | 0.99% | |
| 32 | XLESELECT SECTOR SPDR TR | 18,954 | $847K | 0.88% | |
| 33 | PGPROCTER AND GAMBLE CO | 5,797 | $830K | 0.87% | |
| 34 | XHYFBONDBLOXX ETF TRUST | 21,595 | $818K | 0.85% | |
| 35 | POWAINVESCO EXCH TRD SLF IDX FD | 9,076 | $816K | 0.85% | |
| 36 | CSXCSX CORP | 21,791 | $789K | 0.82% | |
| 37 | XLYSELECT SECTOR SPDR TR | 6,339 | $756K | 0.79% | |
| 38 | FSTAFIDELITY COVINGTON TRUST | 14,870 | $731K | 0.76% | |
| 39 | KOCOCA COLA CO | 9,910 | $692K | 0.72% | |
| 40 | BPBP PLC | 19,776 | $686K | 0.72% | |
| 41 | IGHGPROSHARES TR | 8,690 | $681K | 0.71% | |
| 42 | DWASINVESCO EXCH TRADED FD TR | 6,589 | $637K | 0.67% | |
| 43 | XLGINVESCO EXCHANGE TRADED FD | 10,628 | $630K | 0.66% | |
| 44 | WMTWALMART INC | 5,605 | $624K | 0.65% | |
| 45 | IYKISHARES TR | 8,457 | $565K | 0.59% | |
| 46 | IJJISHARES TR | 4,294 | $565K | 0.59% | |
| 47 | DWDMORGAN STANLEY | 3,011 | $534K | 0.56% | |
| 48 | IWBISHARES TR | 1,352 | $504K | 0.53% | |
| 49 | MOALTRIA GROUP INC | 8,669 | $499K | 0.52% | |
| 50 | ITA*ISHARES TR | 2,308 | $495K | 0.52% | |
| 51 | CATCATERPILLAR INC | 852 | $488K | 0.51% | |
| 52 | 4I1PHILIP MORRIS INTL INC | 3,026 | $485K | 0.51% | |
| 53 | AVGOBROADCOM INC | 1,381 | $477K | 0.50% | |
| 54 | SPDWSPDR INDEX SHS FDS | 10,660 | $473K | 0.49% | |
| 55 | VFMOVANGUARD WELLINGTON FD | 2,463 | $471K | 0.49% | |
| 56 | IXCISHARES TR | 11,227 | $470K | 0.49% | |
| 57 | IYRISHARES TR | 4,710 | $442K | 0.46% | |
| 58 | IBMINTERNATIONAL BUSINESS | 1,474 | $436K | 0.46% | |
| 59 | SOSOUTHERN CO | 4,989 | $435K | 0.45% | |
| 60 | XHYTBONDBLOXX ETF TRUST | 12,603 | $435K | 0.45% | |
| 61 | SPYSPDR S&P 500 ETF TR | 625 | $426K | 0.44% | |
| 62 | CVXCHEVRON CORP NEW | 2,738 | $417K | 0.44% | |
| 63 | WFCWELLS FARGO CO NEW | 4,417 | $411K | 0.43% | |
| 64 | IHDGWISDOMTREE TR | 8,167 | $397K | 0.41% | |
| 65 | VNQVANGUARD INDEX FDS | 4,288 | $379K | 0.40% | |
| 66 | AMDADVANCED MICRO DEVICES INC | 1,763 | $377K | 0.39% | |
| 67 | DBEINVESCO DB MULTI-SECTOR | 20,440 | $356K | 0.37% | |
| 68 | GLWCORNING INC | 4,060 | $355K | 0.37% | |
| 69 | ARTYISHARES TR | 7,285 | $350K | 0.37% | |
| 70 | FNDFSCHWAB STRATEGIC TR | 7,762 | $350K | 0.37% | |
| 71 | XHYEBONDBLOXX ETF TRUST | 9,073 | $349K | 0.36% | |
| 72 | JNJJOHNSON & JOHNSON | 1,661 | $343K | 0.36% | |
| 73 | LOWLOWES COS INC | 1,388 | $334K | 0.35% | |
| 74 | SCHDSCHWAB STRATEGIC TR | 12,095 | $331K | 0.35% | |
| 75 | FYXFIRST TR EXCHANGE-TRADED | 2,874 | $325K | 0.34% | |
| 76 | MRKMERCK & CO INC | 3,054 | $321K | 0.34% | |
| 77 | VVISA INC | 894 | $313K | 0.33% | |
| 78 | DALDELTA AIR LINES INC DEL | 4,384 | $304K | 0.32% | |
| 79 | GOOGLALPHABET INC | 965 | $302K | 0.32% | |
| 80 | GEGE AEROSPACE | 981 | $302K | 0.32% | |
| 81 | IXGISHARES TR | 2,467 | $297K | 0.31% | |
| 82 | HDHOME DEPOT INC | 811 | $279K | 0.29% | |
| 83 | ADPAUTOMATIC DATA PROCESSING | 1,088 | $279K | 0.29% | |
| 84 | PEPPEPSICO INC | 1,930 | $276K | 0.29% | |
| 85 | SPGIS&P GLOBAL INC | 526 | $274K | 0.29% | |
| 86 | MAMASTERCARD INCORPORATED | 472 | $269K | 0.28% | |
| 87 | DISDISNEY WALT CO | 2,346 | $266K | 0.28% | |
| 88 | IVVISHARES TR | 387 | $264K | 0.28% | |
| 89 | GSGOLDMAN SACHS GROUP INC | 300 | $263K | 0.27% | |
| 90 | GILDGILEAD SCIENCES INC | 2,150 | $263K | 0.27% | |
| 91 | GQ9SPDR GOLD TR | 651 | $257K | 0.27% | |
| 92 | SIVRABRDN SILVER ETF TRUST | 3,785 | $256K | 0.27% | |
| 93 | ORCLORACLE CORP | 1,287 | $250K | 0.26% | |
| 94 | HBC2HSBC HLDGS PLC | 3,150 | $247K | 0.26% | |
| 95 | DUKDUKE ENERGY CORP NEW | 2,097 | $245K | 0.26% | |
| 96 | VBVANGUARD INDEX FDS | 936 | $241K | 0.25% | |
| 97 | AXPAMERICAN EXPRESS CO | 647 | $239K | 0.25% | |
| 98 | BACVERIZON COMMUNICATIONS INC | 5,846 | $238K | 0.25% | |
| 99 | IJRISHARES TR | 1,847 | $221K | 0.23% | |
| 100 | RTXRTX CORPORATION | 1,196 | $219K | 0.23% |
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