PARTNERS WEALTH MANAGEMENT, LLC
13F Portfolio Filings
Most recent 13F Q1 2026Location carmel by the sea, CACIK 0002054714All SEC filings
Q1 2026 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
109 | $97.05M | AAPL, AMAX, AGOX, VNLA | 13F-HR | Apr 24, 2026 | 000121465926005027 | ||
214 | $95.74M | AAPL, AAPL, AGOX, AGOX | 13F-HR | Jan 20, 2026 | 000121465926000618 | ||
123 | $101.3M | AGOX, AAPL, AMAX, BRK.B | 13F-HR | Oct 29, 2025 | 000121465925015484 | ||
114 | $87.84M | AAPL, BRK.B, AGOX, LLY | 13F-HR | Jul 22, 2025 | 000121465925010743 | ||
116 | $88.2M | AAPL, AGOX, BRK.B, LLY | 13F-HR | Apr 17, 2025 | 000121465925006036 | ||
112 | $87.91M | AAPL, AGOX, BRK.B, MSFT | 13F-HR | Feb 4, 2025 | 000121465925001854 |