Partners Wealth Management, LLC

13F filer · CIK 0002054714

Reported Jul 21, 2026

Net seller this quarter

13F portfolio value$102MU.S. long equity reported on 13F

Positions595 new · 4 closed

Net flow last quarter-$2.4MBuys minus sells

Top 10 positions weight23.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 21, 202659 positions
AAPLApple Inc.	$7.11M	6.97%	0.00%	-7.6%	Q4 2024
BRK.BBerkshire Hathaway Inc	$3.33M	3.27%	Not reported	-1.5%	Q4 2024
LLYELI LILLY & Co	$2.56M	2.51%	0.00%	-21.1%	Q4 2024
NVDANvidia Corp	$1.9M	1.86%	0.00%	-0.3%	Q4 2024
MSFTMicrosoft Corp	$1.85M	1.81%	0.00%	-0.9%	Q4 2024
AMZNAmazon Com Inc	$1.81M	1.78%	0.00%	-1.4%	Q4 2024
TAt&T Inc.	$1.57M	1.54%	0.00%	-1.2%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$1.39M	1.36%	Not reported	+1.6%	Q4 2024
JPMJPMorgan Chase & Co	$1.06M	1.04%	0.00%	Not reported	Q4 2024
GLWCorning Inc	$1.03M	1.01%	0.00%	-0.7%	Q3 2025
AMDAdvanced Micro Devices Inc	$1.02M	1.00%	0.00%	Not reported	Q3 2025
CSXCSX Corp	$975K	0.96%	0.00%	-3.6%	Q4 2024
PGPROCTER & GAMBLE Co	$847K	0.83%	0.00%	0.0%	Q4 2024
KOCoca Cola Co	$805K	0.79%	0.00%	Not reported	Q4 2024
ALLAllstate Corp	$787K	0.77%	0.00%	New	Q2 2026
CATCaterpillar Inc	$708K	0.69%	0.00%	-22.0%	Q4 2024
MSTRStrategy Inc	$648K	0.64%	Not reported	+5.4%	Q4 2024
WMTWalmart Inc.	$628K	0.62%	0.00%	0.0%	Q4 2024
MOAltria Group, Inc.	$624K	0.61%	0.00%	-0.4%	Q4 2024
BPBP PLC	$624K	0.61%	Not reported	-0.2%	Q4 2024
MSMorgan Stanley	$591K	0.58%	0.00%	-3.5%	Q4 2024
PMPhilip Morris International Inc.	$542K	0.53%	0.00%	Not reported	Q4 2024
FNDFSchwab Strategic Trust	$527K	0.52%	Not reported	+16.9%	Q3 2025
SPYSPDR S&P 500 ETF Trust	$479K	0.47%	Not reported	-0.5%	Q4 2024
DBEInvesco DB Energy Fund	$445K	0.44%	0.54%	+0.3%	Q4 2024
AVGOBroadcom Inc.	$440K	0.43%	0.00%	-3.6%	Q4 2024
CVXChevron Corp	$436K	0.43%	0.00%	Not reported	Q4 2024
SOSouthern Co	$435K	0.43%	0.00%	Not reported	Q4 2024
JNJJohnson & Johnson	$421K	0.41%	0.00%	Not reported	Q4 2024
DALDelta Air Lines, Inc.	$411K	0.40%	0.00%	Not reported	Q4 2024
MRKMerck & Co., Inc.	$396K	0.39%	0.00%	Not reported	Q4 2024
IBMInternational Business Machines Corp	$386K	0.38%	0.00%	-1.2%	Q4 2024
WFCWells Fargo & Company	$365K	0.36%	0.00%	Not reported	Q4 2024
GOOGLAlphabet Inc.	$317K	0.31%	0.00%	-9.2%	Q3 2025
LOWLowes Companies Inc	$309K	0.30%	0.00%	Not reported	Q4 2024
GSGoldman Sachs Group Inc	$303K	0.30%	0.00%	Not reported	Q4 2024
GLDSPDR Gold Trust	$303K	0.30%	0.00%	-4.7%	Q4 2024
MUMicron Technology Inc	$302K	0.30%	0.00%	New	Q2 2026
HSBCHSBC Holdings PLC	$300K	0.29%	0.00%	Not reported	Q3 2025
HDHome Depot, Inc.	$287K	0.28%	0.00%	+0.4%	Q4 2024
GILDGilead Sciences, Inc.	$272K	0.27%	0.00%	Not reported	Q1 2025
PEPPepsico Inc	$271K	0.27%	0.00%	+0.1%	Q4 2024
VVisa Inc.	$254K	0.25%	0.00%	-7.3%	Q4 2024
DUKDuke Energy CORP	$252K	0.25%	0.00%	-4.9%	Q4 2024
TXNTexas Instruments Inc	$249K	0.24%	0.00%	Not reported	Q4 2024
PSXPhillips 66	$241K	0.24%	0.00%	-8.2%	Q3 2025
MAMastercard Inc	$241K	0.24%	0.00%	-0.9%	Q4 2024
GEGeneral Electric Co	$238K	0.23%	0.00%	-35.2%	Q4 2024
ADPAutomatic Data Processing Inc	$238K	0.23%	0.00%	-2.5%	Q4 2024
SPGIS&P Global Inc.	$222K	0.22%	0.00%	Not reported	Q4 2024

Q1 2026Reported Apr 24, 202658 positions
AAPLApple Inc.	$6.75M	6.96%	0.00%	+0.2%	Q4 2024
BRK.BBerkshire Hathaway Inc	$3.24M	3.34%	Not reported	-0.9%	Q4 2024
LLYELI LILLY & Co	$2.49M	2.57%	0.00%	-3.7%	Q4 2024
TAt&T Inc.	$2.23M	2.30%	0.00%	-2.0%	Q4 2024
XOMExxonMobil Holdings Corp	$2.05M	2.12%	0.00%	-0.2%	Q4 2024
MSFTMicrosoft Corp	$1.85M	1.91%	0.00%	+1.1%	Q4 2024
NVDANvidia Corp	$1.66M	1.71%	0.00%	-3.6%	Q4 2024
AMZNAmazon Com Inc	$1.61M	1.66%	0.00%	-2.0%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$1.07M	1.10%	Not reported	-2.2%	Q4 2024
JPMJPMorgan Chase & Co	$955K	0.98%	0.00%	0.0%	Q4 2024
MSTRStrategy Inc	$883K	0.91%	Not reported	+0.3%	Q4 2024
CSXCSX Corp	$874K	0.90%	0.00%	-2.3%	Q4 2024
PGPROCTER & GAMBLE Co	$834K	0.86%	0.00%	-0.4%	Q4 2024
BPBP PLC	$794K	0.82%	Not reported	-14.5%	Q4 2024
KOCoca Cola Co	$754K	0.78%	0.00%	Not reported	Q4 2024
WMTWalmart Inc.	$689K	0.71%	0.00%	-1.1%	Q4 2024
CATCaterpillar Inc	$604K	0.62%	0.00%	Not reported	Q4 2024
MOAltria Group, Inc.	$575K	0.59%	0.00%	+0.5%	Q4 2024
GLWCorning Inc	$552K	0.57%	0.00%	-0.1%	Q3 2025
CVXChevron Corp	$545K	0.56%	0.00%	-3.9%	Q4 2024
DBEInvesco DB Energy Fund	$499K	0.51%	0.58%	-17.2%	Q4 2024
PMPhilip Morris International Inc.	$495K	0.51%	0.00%	-1.1%	Q4 2024
MSMorgan Stanley	$482K	0.50%	0.00%	-2.7%	Q4 2024
SOSouthern Co	$439K	0.45%	0.00%	-8.8%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$419K	0.43%	Not reported	+3.2%	Q4 2024
FNDFSchwab Strategic Trust	$418K	0.43%	Not reported	+10.1%	Q3 2025
JNJJohnson & Johnson	$406K	0.42%	0.00%	-0.1%	Q4 2024
AVGOBroadcom Inc.	$374K	0.39%	0.00%	-12.5%	Q4 2024
GLDSPDR Gold Trust	$371K	0.38%	0.00%	+32.3%	Q4 2024
MRKMerck & Co., Inc.	$370K	0.38%	0.00%	+0.8%	Q4 2024
AMDAdvanced Micro Devices Inc	$359K	0.37%	0.00%	Not reported	Q3 2025
WFCWells Fargo & Company	$352K	0.36%	0.00%	Not reported	Q4 2024
IBMInternational Business Machines Corp	$337K	0.35%	0.00%	-5.7%	Q4 2024
LOWLowes Companies Inc	$331K	0.34%	0.00%	+1.1%	Q4 2024
PEPPepsico Inc	$310K	0.32%	0.00%	+3.5%	Q4 2024
GILDGilead Sciences, Inc.	$300K	0.31%	0.00%	Not reported	Q1 2025
DALDelta Air Lines, Inc.	$291K	0.30%	0.00%	Not reported	Q4 2024
PSXPhillips 66	$283K	0.29%	0.00%	+0.1%	Q3 2025
GOOGLAlphabet Inc.	$281K	0.29%	0.00%	+1.1%	Q3 2025
GEGeneral Electric Co	$278K	0.29%	0.00%	Not reported	Q4 2024
DUKDuke Energy CORP	$274K	0.28%	0.00%	-0.1%	Q4 2024
SIVRabrdn Silver ETF Trust	$271K	0.28%	0.01%	Not reported	Q4 2025
HDHome Depot, Inc.	$267K	0.27%	0.00%	Not reported	Q4 2024
HSBCHSBC Holdings PLC	$260K	0.27%	0.00%	Not reported	Q3 2025
GSGoldman Sachs Group Inc	$254K	0.26%	0.00%	Not reported	Q4 2024
VZVerizon Communications Inc	$243K	0.25%	0.00%	-17.1%	Q4 2025
VVisa Inc.	$242K	0.25%	0.00%	-10.6%	Q4 2024
SUNSunoco LP	$240K	0.25%	Not reported	New	Q1 2026
MAMastercard Inc	$236K	0.24%	0.00%	+0.2%	Q4 2024
SPGIS&P Global Inc.	$232K	0.24%	0.00%	+3.6%	Q4 2024

Q4 2025Reported Jan 20, 202655 positions
AAPLApple Inc.	$7.22M	7.54%	0.00%	-1.6%	Q4 2024
BRK.BBerkshire Hathaway Inc	$3.43M	3.58%	Not reported	-2.8%	Q4 2024
LLYELI LILLY & Co	$3.02M	3.15%	0.00%	-4.7%	Q4 2024
MSFTMicrosoft Corp	$2.39M	2.50%	0.00%	-1.3%	Q4 2024
TAt&T Inc.	$1.95M	2.04%	0.00%	-0.6%	Q4 2024
NVDANvidia Corp	$1.84M	1.92%	0.00%	-3.1%	Q4 2024
AMZNAmazon Com Inc	$1.82M	1.90%	0.00%	-0.5%	Q4 2024
XOMExxonMobil Holdings Corp	$1.46M	1.52%	0.00%	-1.2%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$1.16M	1.22%	Not reported	+0.1%	Q4 2024
MSTRStrategy Inc	$1.07M	1.12%	Not reported	-0.3%	Q4 2024
JPMJPMorgan Chase & Co	$1.05M	1.09%	0.00%	-1.0%	Q4 2024
PGPROCTER & GAMBLE Co	$831K	0.87%	0.00%	-3.3%	Q4 2024
CSXCSX Corp	$790K	0.83%	0.00%	-1.5%	Q4 2024
KOCoca Cola Co	$693K	0.72%	0.00%	-3.5%	Q4 2024
BPBP PLC	$687K	0.72%	Not reported	-2.5%	Q4 2024
WMTWalmart Inc.	$624K	0.65%	0.00%	-1.8%	Q4 2024
MSMorgan Stanley	$535K	0.56%	0.00%	-0.3%	Q4 2024
MOAltria Group, Inc.	$500K	0.52%	0.00%	+0.4%	Q4 2024
CATCaterpillar Inc	$488K	0.51%	0.00%	-2.9%	Q4 2024
PMPhilip Morris International Inc.	$485K	0.51%	0.00%	Not reported	Q4 2024
AVGOBroadcom Inc.	$478K	0.50%	0.00%	-40.0%	Q4 2024
IBMInternational Business Machines Corp	$437K	0.46%	0.00%	+3.5%	Q4 2024
SOSouthern Co	$435K	0.45%	0.00%	-9.9%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$426K	0.45%	Not reported	-1.9%	Q4 2024
CVXChevron Corp	$417K	0.44%	0.00%	+12.8%	Q4 2024
WFCWells Fargo & Company	$412K	0.43%	0.00%	Not reported	Q4 2024
AMDAdvanced Micro Devices Inc	$378K	0.39%	0.00%	-6.6%	Q3 2025
DBEInvesco DB Energy Fund	$357K	0.37%	0.80%	0.0%	Q4 2024
GLWCorning Inc	$355K	0.37%	0.00%	-0.1%	Q3 2025
FNDFSchwab Strategic Trust	$351K	0.37%	Not reported	+27.2%	Q3 2025
JNJJohnson & Johnson	$344K	0.36%	0.00%	-8.6%	Q4 2024
LOWLowes Companies Inc	$335K	0.35%	0.00%	Not reported	Q4 2024
MRKMerck & Co., Inc.	$321K	0.34%	0.00%	+1.7%	Q4 2024
VVisa Inc.	$314K	0.33%	0.00%	-3.9%	Q4 2024
DALDelta Air Lines, Inc.	$304K	0.32%	0.00%	Not reported	Q4 2024
GEGeneral Electric Co	$302K	0.32%	0.00%	-2.6%	Q4 2024
GOOGLAlphabet Inc.	$302K	0.32%	0.00%	-0.1%	Q3 2025
ADPAutomatic Data Processing Inc	$280K	0.29%	0.00%	Not reported	Q4 2024
HDHome Depot, Inc.	$279K	0.29%	0.00%	-3.0%	Q4 2024
PEPPepsico Inc	$277K	0.29%	0.00%	-11.5%	Q4 2024
SPGIS&P Global Inc.	$275K	0.29%	0.00%	Not reported	Q4 2024
MAMastercard Inc	$269K	0.28%	0.00%	-9.6%	Q4 2024
DISWalt Disney Co	$267K	0.28%	0.00%	-11.3%	Q4 2024
GILDGilead Sciences, Inc.	$264K	0.28%	0.00%	+2.9%	Q1 2025
GSGoldman Sachs Group Inc	$264K	0.28%	0.00%	Not reported	Q4 2024
GLDSPDR Gold Trust	$258K	0.27%	0.00%	-38.2%	Q4 2024
SIVRabrdn Silver ETF Trust	$256K	0.27%	0.00%	New	Q4 2025
ORCLOracle Corp	$251K	0.26%	0.00%	+2.4%	Q3 2025
HSBCHSBC Holdings PLC	$248K	0.26%	0.00%	-12.4%	Q3 2025
DUKDuke Energy CORP	$246K	0.26%	0.00%	-10.0%	Q4 2024

Q3 2025Reported Oct 29, 202560 positions
AAPLApple Inc.	$6.87M	6.78%	0.00%	+4.8%	Q4 2024
BRK.BBerkshire Hathaway Inc	$3.53M	3.48%	Not reported	-16.5%	Q4 2024
MSFTMicrosoft Corp	$2.59M	2.56%	0.00%	-10.2%	Q4 2024
MSTRStrategy Inc	$2.28M	2.25%	Not reported	-1.5%	Q4 2024
LLYELI LILLY & Co	$2.25M	2.22%	0.00%	+1.5%	Q4 2024
TAt&T Inc.	$2.23M	2.20%	0.00%	-3.1%	Q4 2024
NVDANvidia Corp	$1.9M	1.87%	0.00%	+5.8%	Q4 2024
AMZNAmazon Com Inc	$1.74M	1.72%	0.00%	+4.8%	Q4 2024
XOMExxonMobil Holdings Corp	$1.38M	1.37%	0.00%	0.0%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$1.14M	1.12%	Not reported	-5.4%	Q4 2024
JPMJPMorgan Chase & Co	$1.04M	1.02%	0.00%	-16.1%	Q4 2024
PGPROCTER & GAMBLE Co	$921K	0.91%	0.00%	+1.2%	Q4 2024
CSXCSX Corp	$786K	0.78%	0.00%	-8.2%	Q4 2024
IBITiShares Bitcoin Trust ETF	$777K	0.77%	0.00%	+176.4%	Q4 2024
AVGOBroadcom Inc.	$759K	0.75%	0.00%	+1.1%	Q4 2024
BPBP PLC	$699K	0.69%	Not reported	-18.4%	Q4 2024
KOCoca Cola Co	$681K	0.67%	0.00%	-4.0%	Q4 2024
WMTWalmart Inc.	$588K	0.58%	0.00%	-19.9%	Q4 2024
MOAltria Group, Inc.	$570K	0.56%	0.00%	+0.9%	Q4 2024
SOSouthern Co	$525K	0.52%	0.00%	-7.9%	Q4 2024
PMPhilip Morris International Inc.	$491K	0.48%	0.00%	-0.6%	Q4 2024
MSMorgan Stanley	$480K	0.47%	0.00%	+0.4%	Q4 2024
BALTBaltic Trading Ltd	$479K	0.47%	Not reported	-21.2%	Q4 2024
UGLProShares Trust II	$464K	0.46%	Not reported	+416.0%	Q1 2025
SPYSPDR S&P 500 ETF Trust	$424K	0.42%	Not reported	-3.0%	Q4 2024
CATCaterpillar Inc	$418K	0.41%	0.00%	-9.6%	Q4 2024
IBMInternational Business Machines Corp	$402K	0.40%	0.00%	-8.5%	Q4 2024
DBEInvesco DB Energy Fund	$389K	0.38%	0.80%	+1.7%	Q4 2024
CVXChevron Corp	$377K	0.37%	0.00%	+14.5%	Q4 2024
GLDSPDR Gold Trust	$375K	0.37%	0.00%	+5.0%	Q4 2024
WFCWells Fargo & Company	$370K	0.37%	0.00%	-16.4%	Q4 2024
ORCLOracle Corp	$354K	0.35%	0.00%	New	Q3 2025
LOWLowes Companies Inc	$349K	0.34%	0.00%	+1.5%	Q4 2024
HDHome Depot, Inc.	$339K	0.33%	0.00%	-0.6%	Q4 2024
JNJJohnson & Johnson	$337K	0.33%	0.00%	-16.3%	Q4 2024
GLWCorning Inc	$333K	0.33%	0.00%	New	Q3 2025
ADPAutomatic Data Processing Inc	$319K	0.32%	0.00%	-10.6%	Q4 2024
VVisa Inc.	$318K	0.31%	0.00%	+16.0%	Q4 2024
PEPPepsico Inc	$306K	0.30%	0.00%	-23.1%	Q4 2024
AMDAdvanced Micro Devices Inc	$305K	0.30%	0.00%	New	Q3 2025
DISWalt Disney Co	$303K	0.30%	0.00%	Not reported	Q4 2024
GEGeneral Electric Co	$303K	0.30%	0.00%	-19.9%	Q4 2024
MAMastercard Inc	$297K	0.29%	0.00%	+2.4%	Q4 2024
DUKDuke Energy CORP	$288K	0.28%	0.00%	-3.4%	Q4 2024
FNDFSchwab Strategic Trust	$262K	0.26%	Not reported	New	Q3 2025
SPGIS&P Global Inc.	$256K	0.25%	0.00%	-0.2%	Q4 2024
HSBCHSBC Holdings PLC	$255K	0.25%	0.00%	New	Q3 2025
MRKMerck & Co., Inc.	$252K	0.25%	0.00%	-14.3%	Q4 2024
DALDelta Air Lines, Inc.	$249K	0.25%	0.00%	-27.9%	Q4 2024
GSGoldman Sachs Group Inc	$239K	0.24%	0.00%	Not reported	Q4 2024

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