PARTNERS WEALTH MANAGEMENT, LLC
Q3 2025 13F Holdings
- Locationcarmel by the sea, CA
- Num holdings
123
- Value ($000)
$101,301
- Date Filed10/29/2025
- Form type13F-HR
- CIK0002054714
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AGOX STARBOARD INVT TR | ADAPTIVE ALPHA | 85521B742 | $7.00M | 7 % | 228,156 | ||
AAPL APPLE INC | COM | 037833100 | $6.87M | 7 % | 26,988 | ||
AMAX STARBOARD INVT TR | ADAPTIVE HDGD MU | 85521B783 | $4.05M | 4 % | 494,197 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $3.53M | 4 % | 7,017 | ||
VNLA JANUS DETROIT STR TR | HENDRSN SHRT ETF | 47103U886 | $3.12M | 3 % | 63,207 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $2.59M | 3 % | 5,004 | ||
RHRX STARBOARD INVT TR | RH TACTICAL ROT | 85521B775 | $2.54M | 3 % | 139,441 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $2.44M | 2 % | 11,827 | ||
MIGA STRATEGY INC | CL A NEW | 594972408 | $2.28M | 2 % | 7,079 | ||
LLY ELI LILLY & CO | COM | 532457108 | $2.25M | 2 % | 2,948 |
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