Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
PARTNERS WEALTH MANAGEMENT, LLC (CIK 2054714) reported $97.0M across 109 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($6.8M, 6.96%), AMAX ($6.2M, 6.34%), AGOX ($5.6M, 5.82%), VNLA ($4.3M, 4.46%), RHRX ($3.7M, 3.82%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $6.8M | 6.96% | 26,612 | Added |
| 2 | AMAX | STARBOARD INVT TR | $6.2M | 6.34% | 800,842 | Added |
| 3 | AGOX | STARBOARD INVT TR | $5.6M | 5.82% | 212,176 | Trimmed |
| 4 | VNLA | JANUS DETROIT STR TR | $4.3M | 4.46% | 88,639 | Trimmed |
| 5 | RHRX | STARBOARD INVT TR | $3.7M | 3.82% | 194,936 | Added |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.2M | 3.34% | 6,760 | Trimmed |
| 7 | IVE | ISHARES TR | $2.5M | 2.59% | 11,898 | Added |
| 8 | LLY | ELI LILLY & CO | $2.5M | 2.57% | 2,707 | Trimmed |
| 9 | T | AT&T INC | $2.2M | 2.30% | 76,927 | Trimmed |
| 10 | XOM | EXXON MOBIL CORP | $2.1M | 2.12% | 12,107 | Trimmed |
| 11 | VDE | VANGUARD WORLD FD | $1.9M | 1.96% | 11,011 | Trimmed |
| 12 | IVW | ISHARES TR | $1.9M | 1.93% | 16,551 | Added |
| 13 | MSFT | MICROSOFT CORP | $1.8M | 1.91% | 4,997 | Added |
| 14 | NVDA | NVIDIA CORPORATION | $1.7M | 1.71% | 9,502 | Trimmed |
| 15 | AMZN | AMAZON COM INC | $1.6M | 1.66% | 7,715 | Trimmed |
| 16 | XTRE | BONDBLOXX ETF TRUST | $1.6M | 1.62% | 31,750 | Trimmed |
| 17 | EMLP | FIRST TR EXCHANGE-TRADED FD | $1.4M | 1.44% | 31,925 | Hold |
| 18 | VOO | VANGUARD INDEX FDS | $1.3M | 1.35% | 2,189 | Trimmed |
| 19 | BYLD | ISHARES TR | $1.2M | 1.23% | 53,139 | Trimmed |
| 20 | XLE | SELECT SECTOR SPDR TR | $1.2M | 1.19% | 18,925 | Trimmed |
| 21 | QQQ | INVESCO QQQ TR | $1.1M | 1.10% | 1,854 | Trimmed |
| 22 | XHYI | BONDBLOXX ETF TRUST | $1.0M | 1.08% | 27,972 | Added |
| 23 | SDVY | FIRST TR EXCHANGE TRADED FD | $1.0M | 1.08% | 26,508 | Hold |
| 24 | DWX | SPDR INDEX SHS FDS | $1.0M | 1.04% | 22,159 | Trimmed |
| 25 | FHLC | FIDELITY COVINGTON TRUST | $993,765 | 1.02% | 14,124 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31