PARTNERS WEALTH MANAGEMENT, LLC
13F Portfolio Filings
- Most recent 13FQ3 2025
- Locationcarmel by the sea, CA
- CIK0002054714
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
123 | $101.30M | 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 | $88.20M | 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 |