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PARTNERS WEALTH MANAGEMENT, LLC

Q2 2026 13F Holdings

  • Location
    carmel by the sea, CA
  • Num holdings

    108

  • Value ($000)

    $102,013

  • Date Filed
    07/21/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AGOX

STARBOARD INVT TR

ADAPTIVE ALPHA
85521B742
$7.67M
8 %

221,209

A
AAPL

APPLE INC

COM
037833100
$7.11M
7 %

24,584

A
AMAX

STARBOARD INVT TR

ADAPTIVE HDGD MU
85521B783
$6.6M
7 %

892,491

R
RHRX

STARBOARD INVT TR

RH TACTICAL ROT
85521B775
$4.78M
5 %

216,965

V
VNLA

JANUS DETROIT STR TR

HENDRSN SHRT ETF
47103U886
$4.7M
5 %

96,144

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$3.33M
3 %

6,658

I
IVE

ISHARES TR

S&P 500 VAL ETF
464287408
$2.88M
3 %

12,682

L
LLY

ELI LILLY & CO

COM
532457108
$2.56M
3 %

2,135

I
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$2.38M
2 %

17,325

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$1.9M
2 %

9,478

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