PARTNERS WEALTH MANAGEMENT, LLC

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    carmel by the sea, CA
  • CIK
    0002054714
  • All SEC filings
Q2 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

114

$87.84M
AAPL, BRK.B, AGOX, LLY
13F-HR
Jul 22, 2025
000121465925010743

116

$88.20M
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