PARTNERS WEALTH MANAGEMENT, LLC

Q3 2025 13F Holdings

  • Location
    carmel by the sea, CA
  • Num holdings

    123

  • Value ($000)

    $101,301

  • Date Filed
    10/29/2025
  • Form type
    13F-HR
  • CIK
    0002054714
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AGOX

STARBOARD INVT TR

ADAPTIVE ALPHA
85521B742
$7.00M
7 %

228,156

A
AAPL

APPLE INC

COM
037833100
$6.87M
7 %

26,988

A
AMAX

STARBOARD INVT TR

ADAPTIVE HDGD MU
85521B783
$4.05M
4 %

494,197

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$3.53M
4 %

7,017

V
VNLA

JANUS DETROIT STR TR

HENDRSN SHRT ETF
47103U886
$3.12M
3 %

63,207

M
MSFT

MICROSOFT CORP

COM
594918104
$2.59M
3 %

5,004

R
RHRX

STARBOARD INVT TR

RH TACTICAL ROT
85521B775
$2.54M
3 %

139,441

I
IVE

ISHARES TR

S&P 500 VAL ETF
464287408
$2.44M
2 %

11,827

M
MIGA

STRATEGY INC

CL A NEW
594972408
$2.28M
2 %

7,079

L
LLY

ELI LILLY & CO

COM
532457108
$2.25M
2 %

2,948

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