PARTNERS WEALTH MANAGEMENT, LLC

Est. AUM

$97.0M

13F long equity, this entity only

Positions

109

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$6.8M	26612	6.96%	SOLE
2	STARBOARD INVT TR	ADAPTIVE HDGD MU	$6.2M	800842	6.34%	SOLE
3	STARBOARD INVT TR	ADAPTIVE ALPHA	$5.6M	212176	5.82%	SOLE
4	JANUS DETROIT STR TR	HENDRSN SHRT ETF	$4.3M	88639	4.46%	SOLE
5	STARBOARD INVT TR	RH TACTICAL ROT	$3.7M	194936	3.82%	SOLE
6	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.2M	6760	3.34%	SOLE
7	ISHARES TR	S&P 500 VAL ETF	$2.5M	11898	2.59%	SOLE
8	ELI LILLY & CO	COM	$2.5M	2707	2.57%	SOLE
9	AT&T INC	COM	$2.2M	76927	2.30%	SOLE
10	EXXON MOBIL CORP	COM	$2.1M	12107	2.12%	SOLE
11	VANGUARD WORLD FD	ENERGY ETF	$1.9M	11011	1.96%	SOLE
12	ISHARES TR	S&P 500 GRWT ETF	$1.9M	16551	1.93%	SOLE
13	MICROSOFT CORP	COM	$1.9M	4997	1.91%	SOLE
14	NVIDIA CORPORATION	COM	$1.7M	9502	1.71%	SOLE
15	AMAZON COM INC	COM	$1.6M	7715	1.66%	SOLE
16	BONDBLOXX ETF TRUST	BLOOMBERG THREE	$1.6M	31750	1.62%	SOLE
17	FIRST TR EXCHANGE-TRADED FD	NO AMER ENERGY	$1.4M	31925	1.44%	SOLE
18	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.3M	2189	1.35%	SOLE
19	ISHARES TR	YLD OPTIM BD	$1.2M	53139	1.23%	SOLE
20	SELECT SECTOR SPDR TR	STATE STREET ENE	$1.2M	18925	1.19%	SOLE
21	INVESCO QQQ TR	UNIT SER 1	$1.1M	1854	1.10%	SOLE
22	BONDBLOXX ETF TRUST	USD HI YLD INDUS	$1.0M	27972	1.08%	SOLE
23	FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$1.0M	26508	1.08%	SOLE
24	SPDR INDEX SHS FDS	STATE STREET SPD	$1.0M	22159	1.04%	SOLE
25	FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$994K	14124	1.02%	SOLE
26	BONDBLOXX ETF TRUST	CCC RT USD HI YL	$971K	26677	1.00%	SOLE
27	SCHWAB STRATEGIC TR	US LCAP VA ETF	$968K	31742	1.00%	SOLE
28	JPMORGAN CHASE & CO	COM	$955K	3248	0.98%	SOLE
29	ISHARES TR	GLOB HLTHCRE ETF	$935K	9996	0.96%	SOLE
30	AMERICAN CENTY ETF TR	DIVERSIFID CRP	$886K	19004	0.91%	SOLE
31	STRATEGY INC	CL A NEW	$883K	7078	0.91%	SOLE
32	CSX CORP	COM	$874K	21293	0.90%	SOLE
33	SELECT SECTOR SPDR TR	STATE STREET FIN	$864K	17493	0.89%	SOLE
34	PROCTER & GAMBLE CO	COM	$834K	5773	0.86%	SOLE
35	BONDBLOXX ETF TRUST	USD HI YLD FINAN	$814K	22087	0.84%	SOLE
36	BP PLC	SPONSORED ADR	$794K	16901	0.82%	SOLE
37	INVESCO EXCH TRD SLF IDX FD	BLOOMBERG PRICIN	$779K	9043	0.80%	SOLE
38	FIDELITY COVINGTON TRUST	CONSMR STAPLES	$773K	14778	0.80%	SOLE
39	COCA COLA CO	COM	$754K	9910	0.78%	SOLE
40	INVESCO EXCH TRADED FD TR II	DORSEY WRGT SMLC	$709K	7198	0.73%	SOLE
41	WALMART INC	COM	$689K	5543	0.71%	SOLE
42	SELECT SECTOR SPDR TR	STATE STREET CON	$680K	6237	0.70%	SOLE
43	ISHARES TR	GLOBAL ENERG ETF	$647K	11227	0.67%	SOLE
44	CATERPILLAR INC	COM	$604K	852	0.62%	SOLE
45	ISHARES TR	US CONSM STAPLES	$592K	8457	0.61%	SOLE
46	ISHARES TR	S&P MC 400VL ETF	$582K	4394	0.60%	SOLE
47	INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$580K	10628	0.60%	SOLE
48	ALTRIA GROUP INC	COM	$575K	8709	0.59%	SOLE
49	CORNING INC	COM	$552K	4058	0.57%	SOLE
50	PROSHARES TR	INVT INT RT HG	$547K	7040	0.56%	SOLE

1–50 of 109

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.