PARTNERS WEALTH MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 20, 2026, for the 2025 Q4 period, PARTNERS WEALTH MANAGEMENT, LLC held in its portfolio 107 assets valued at $95,740,054 (i.e. $95.74M).
The most valuable assets in the portfolio included: APPLE INC ($7.22M), STARBOARD INVT TR ($6.62M), and JANUS DETROIT STR TR ($4.55M).
The chart below shows the top 10 valuable assets, and the table below shows the top 107 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
PARTNERS WEALTH MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 26568 | 7222879 | COM |
| STARBOARD INVT TR | 231670 | 6616493 | ADAPTIVE ALPHA |
| JANUS DETROIT STR TR | 92538 | 4547307 | HENDRSN SHRT ETF |
| STARBOARD INVT TR | 563002 | 4447713 | ADAPTIVE HDGD MU |
| BERKSHIRE HATHAWAY INC DEL | 6820 | 3427839 | CL B NEW |
| ELI LILLY & CO | 2811 | 3020443 | COM |
| STARBOARD INVT TR | 138895 | 2556216 | RH TACTICAL ROT |
| ISHARES TR | 11737 | 2488998 | S&P 500 VAL ETF |
| MICROSOFT CORP | 4941 | 2389566 | COM |
| ISHARES TR | 16189 | 1995418 | S&P 500 GRWT ETF |
| AT&T INC | 78499 | 1949903 | COM |
| NVIDIA CORPORATION | 9852 | 1837483 | COM |
| AMAZON COM INC | 7875 | 1817660 | COM |
| BONDBLOXX ETF TRUST | 33773 | 1680615 | BLOOMBERG THREE |
| EXXON MOBIL CORP | 12127 | 1459363 | COM |
| VANGUARD WORLD FD | 11055 | 1392046 | ENERGY ETF |
| VANGUARD INDEX FDS | 2192 | 1374942 | S&P 500 ETF SHS |
| ISHARES TR | 56902 | 1295922 | YLD OPTIM BD |
| FIRST TR EXCHANGE-TRADED FD | 31925 | 1209000 | NO AMER ENERGY |
| INVESCO QQQ TR | 1895 | 1164104 | UNIT SER 1 |
| STRATEGY INC | 7059 | 1072615 | CL A NEW |
| FIDELITY COVINGTON TRUST | 14231 | 1057079 | MSCI HLTH CARE I |
| JPMORGAN CHASE & CO. | 3249 | 1046997 | COM |
| BONDBLOXX ETF TRUST | 26805 | 1019247 | CCC RT USD HI YL |
| FIRST TR EXCHANGE-TRADED FD | 26508 | 1015785 | SMID RISNG ETF |
| BONDBLOXX ETF TRUST | 26335 | 1006249 | USD HI YLD INDUS |
| SPDR INDEX SHS FDS | 22366 | 982668 | S&P INTL ETF |
| ISHARES TR | 10031 | 976997 | GLOB HLTHCRE ETF |
| AMERICAN CENTY ETF TR | 20560 | 971482 | DIVERSIFID CRP |
| SELECT SECTOR SPDR TR | 17583 | 963021 | STATE STREET FIN |
| SCHWAB STRATEGIC TR | 31883 | 944070 | US LCAP VA ETF |
| SELECT SECTOR SPDR TR | 18954 | 847440 | STATE STREET ENE |
| PROCTER AND GAMBLE CO | 5797 | 830836 | COM |
| BONDBLOXX ETF TRUST | 21595 | 818456 | USD HI YLD FINAN |
| INVESCO EXCH TRD SLF IDX FD | 9076 | 816321 | BLOOMBERG PRICIN |
| CSX CORP | 21791 | 789932 | COM |
| SELECT SECTOR SPDR TR | 6339 | 756988 | STATE STREET CON |
| FIDELITY COVINGTON TRUST | 14870 | 731432 | CONSMR STAPLES |
| COCA COLA CO | 9910 | 692808 | COM |
| BP PLC | 19776 | 686820 | SPONSORED ADR |
| PROSHARES TR | 8690 | 681500 | INVT INT RT HG |
| INVESCO EXCH TRADED FD TR | 6589 | 637618 | DORSEY WRGT SMLC |
| INVESCO EXCHANGE TRADED FD | 10628 | 630028 | S&P 500 TOP 50 |
| WALMART INC | 5605 | 624436 | COM |
| ISHARES TR | 8457 | 565917 | US CONSM STAPLES |
| ISHARES TR | 4294 | 565047 | S&P MC 400VL ETF |
| MORGAN STANLEY | 3011 | 534543 | COM NEW |
| ISHARES TR | 1352 | 504891 | RUS 1000 ETF |
| ALTRIA GROUP INC | 8669 | 499858 | COM |
| ISHARES TR | 2308 | 495455 | US AER DEF ETF |
| CATERPILLAR INC | 852 | 488085 | COM |
| PHILIP MORRIS INTL INC | 3026 | 485411 | COM |
| BROADCOM INC | 1381 | 477964 | COM |
| SPDR INDEX SHS FDS | 10660 | 473411 | PORTFOLIO DEVLPD |
| VANGUARD WELLINGTON FD | 2463 | 471135 | US MOMENTUM |
| ISHARES TR | 11227 | 470748 | GLOBAL ENERG ETF |
| ISHARES TR | 4710 | 442258 | U.S. REAL ES ETF |
| INTERNATIONAL BUSINESS | 1474 | 436614 | COM |
| BONDBLOXX ETF TRUST | 12603 | 435926 | USD HI YLD TELEC |
| SOUTHERN CO | 4989 | 435071 | COM |
| SPDR S&P 500 ETF TR | 625 | 426200 | TR UNIT |
| CHEVRON CORP NEW | 2738 | 417365 | COM |
| WELLS FARGO CO NEW | 4417 | 411664 | COM |
| WISDOMTREE TR | 8167 | 397406 | ITL HDG QTLY DIV |
| VANGUARD INDEX FDS | 4288 | 379468 | REAL ESTATE ETF |
| ADVANCED MICRO DEVICES INC | 1763 | 377564 | COM |
| INVESCO DB MULTI-SECTOR | 20440 | 356985 | ENERGY FD |
| CORNING INC | 4060 | 355452 | COM |
| ISHARES TR | 7285 | 350978 | FUTURE AI & TECH |
| SCHWAB STRATEGIC TR | 7762 | 350921 | FUNDAMENTAL INTL |
| BONDBLOXX ETF TRUST | 9073 | 349844 | USD HI YLD ENERG |
| JOHNSON & JOHNSON | 1661 | 343744 | COM |
| LOWES COS INC | 1388 | 334674 | COM |
| SCHWAB STRATEGIC TR | 12095 | 331760 | US DIVIDEND EQ |
| FIRST TR EXCHANGE-TRADED | 2874 | 325168 | COM SHS |
| MERCK & CO INC | 3054 | 321464 | COM |
| VISA INC | 894 | 313599 | COM CL A |
| DELTA AIR LINES INC DEL | 4384 | 304250 | COM NEW |
| GE AEROSPACE | 981 | 302128 | COM NEW |
| ALPHABET INC | 965 | 302045 | CAP STK CL A |
| ISHARES TR | 2467 | 297989 | GLOBAL FINLS ETF |
| AUTOMATIC DATA PROCESSING | 1088 | 279866 | COM |
| HOME DEPOT INC | 811 | 279065 | COM |
| PEPSICO INC | 1930 | 276994 | COM |
| S&P GLOBAL INC | 526 | 274882 | COM |
| MASTERCARD INCORPORATED | 472 | 269455 | CL A |
| DISNEY WALT CO | 2346 | 266904 | COM |
| ISHARES TR | 387 | 264839 | CORE S&P500 ETF |
| GILEAD SCIENCES INC | 2150 | 263891 | COM |
| GOLDMAN SACHS GROUP INC | 300 | 263700 | COM |
| SPDR GOLD TR | 651 | 257998 | GOLD SHS |
| ABRDN SILVER ETF TRUST | 3785 | 256017 | PHYSCL SILVR SHS |
| ORACLE CORP | 1287 | 250849 | COM |
| HSBC HLDGS PLC | 3150 | 247811 | SPON ADR NEW |
| DUKE ENERGY CORP NEW | 2097 | 245789 | COM NEW |
| VANGUARD INDEX FDS | 936 | 241441 | SMALL CP ETF |
| AMERICAN EXPRESS CO | 647 | 239358 | COM |
| VERIZON COMMUNICATIONS INC | 5846 | 238108 | COM |
| ISHARES TR | 1847 | 221972 | CORE S&P SCP ETF |
| RTX CORPORATION | 1196 | 219433 | COM |
| INVESCO EXCH TRADED FD TR | 8776 | 213520 | VAR RATE PFD |
| ISHARES TR | 1953 | 209167 | NATIONAL MUN ETF |
| FIRST TR EXCH TRADED FD III | 11331 | 206451 | PFD SECS INC ETF |
| ISHARES TR | 2061 | 205853 | CORE US AGGBD ET |
| PHILLIPS 66 | 1554 | 200473 | COM |
| NORTHERN LTS FD TR IV | 13827 | 198003 | MAIN BUYWRITE |
| PLUG POWER INC | 10395 | 20478 | COM NEW |
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