Investor
PARTNERS WEALTH MANAGEMENT, LLC
CIK 0002054714 · filed 2026-04-24 · SEC filing
13F book
$97M
Positions
109
9 new · 7 sold
Largest name
7.0%
Apple Inc. · AAPL
Est. mark
−$39.4K
Price effect on 100 names still held. Flow $1.35M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | 26.6K | $6.75M | 7.0% | −$480.3K | Added−$469.1K |
| Starboard Invt Tr | — | 800.8K | $6.15M | 6.3% | −$123.9K | Added$1.7M |
| Starboard Invt Tr | — | 212.2K | $5.65M | 5.8% | −$411.6K | Cut−$968.4K |
| Janus Detroit Str Tr | — | 88.6K | $4.33M | 4.5% | −$24.8K | Cut−$216.4K |
| Starboard Invt Tr | — | 194.9K | $3.7M | 3.8% | $81.9K | Added$1.15M |
| Berkshire Hathaway Inc Del | — | 6.76K | $3.24M | 3.3% | −$158.5K | Cut−$188.7K |
| Ishares Tr | — | 11.9K | $2.51M | 2.6% | −$10.7K | Added$23.3K |
| Eli Lilly & Co | LLY | 2.71K | $2.49M | 2.6% | −$419.2K | Cut−$530.9K |
| At&T Inc | — | 76.9K | $2.23M | 2.3% | $319.3K | Cut$280.2K |
| Exxon Mobil Corp | — | 12.1K | $2.05M | 2.1% | $597.1K | Cut$594.7K |
| Vanguard World Fd | — | 11K | $1.91M | 2.0% | $518.8K | Cut$513.3K |
| Ishares Tr | — | 16.6K | $1.87M | 1.9% | −$164.3K | Added−$123.4K |
| Microsoft Corp | MSFT | 5K | $1.85M | 1.9% | −$560.4K | Added−$539.7K |
| Nvidia Corp | NVDA | 9.5K | $1.66M | 1.7% | −$115.1K | Cut−$180.3K |
| Amazon Com Inc | AMZN | 7.71K | $1.61M | 1.7% | −$174K | Cut−$210.9K |
| Bondbloxx Etf Trust | — | 31.8K | $1.57M | 1.6% | −$8.01K | Cut−$108.7K |
| First Tr Exchange-Traded Fd | — | 31.9K | $1.39M | 1.4% | $184.8K | Held |
| Vanguard Index Fds | — | 2.19K | $1.31M | 1.3% | −$64.8K | Cut−$66.6K |
| Ishares Tr | — | 53.1K | $1.2M | 1.2% | −$13K | Cut−$98.7K |
| Select Sector Spdr Tr | — | 18.9K | $1.16M | 1.2% | $313.2K | Cut$311.9K |
| Invesco Qqq Tr | — | 1.85K | $1.07M | 1.1% | −$69K | Cut−$94.2K |
| Bondbloxx Etf Trust | — | 28K | $1.05M | 1.1% | −$21.3K | Added$39.9K |
| First Tr Exchange-Traded Fd | — | 26.5K | $1.05M | 1.1% | $29.4K | Held |
| Spdr Index Shs Fds | — | 22.2K | $1.01M | 1.0% | $36.9K | Cut$27.8K |
| Fidelity Covington Trust | — | 14.1K | $993.8K | 1.0% | −$55.4K | Cut−$63.3K |
| Bondbloxx Etf Trust | — | 26.7K | $971K | 1.0% | −$43.4K | Cut−$48.2K |
| Schwab Strategic Tr | — | 31.7K | $968.1K | 1.0% | $28.3K | Cut$24.1K |
| Jpmorgan Chase & Co. | — | 3.25K | $955.4K | 1.0% | −$91.2K | Cut−$91.6K |
| Ishares Tr | — | 10K | $935K | 1.0% | −$38.6K | Cut−$42K |
| American Centy Etf Tr | — | 19K | $885.8K | 0.9% | −$12.2K | Cut−$85.7K |
| Strategy Inc | — | 7.08K | $883.3K | 0.9% | −$191.7K | Added−$189.3K |
| Csx Corp | CSX | 21.3K | $874.1K | 0.9% | $102.2K | Cut$84.1K |
| Select Sector Spdr Tr | — | 17.5K | $863.6K | 0.9% | −$94.5K | Cut−$99.4K |
| Procter And Gamble Co | PG | 5.77K | $833.9K | 0.9% | $6.48K | Cut$3.04K |
| Bondbloxx Etf Trust | — | 22.1K | $813.6K | 0.8% | −$23K | Added−$4.88K |
| Bp Plc | — | 16.9K | $794.3K | 0.8% | $207.4K | Cut$107.5K |
| Invesco Exch Trd Slf Idx Fd | — | 9.04K | $779.1K | 0.8% | −$34.3K | Cut−$37.3K |
| Fidelity Covington Trust | — | 14.8K | $773.3K | 0.8% | $46.4K | Cut$41.9K |
| Coca Cola Co | KO | 9.91K | $753.7K | 0.8% | $60.8K | Held |
| Invesco Exch Traded Fd Tr Ii | — | 7.2K | $708.8K | 0.7% | $11.3K | Added$71.2K |
| Walmart Inc. | WMT | 5.54K | $688.9K | 0.7% | $71.4K | Cut$64.5K |
| Select Sector Spdr Tr | — | 6.24K | $679.8K | 0.7% | −$65.1K | Cut−$77.2K |
| Ishares Tr | — | 11.2K | $646.8K | 0.7% | $176K | Held |
| Caterpillar Inc | CAT | 852 | $603.6K | 0.6% | $115.5K | Held |
| Ishares Tr | — | 8.46K | $592.2K | 0.6% | $26.3K | Held |
| Ishares Tr | — | 4.39K | $582.2K | 0.6% | $3.91K | Added$17.2K |
| Invesco Exchange Traded Fd T | — | 10.6K | $579.8K | 0.6% | −$50.3K | Held |
| Altria Group, Inc. | MO | 8.71K | $574.7K | 0.6% | $72.2K | Added$74.8K |
| Corning Inc | — | 4.06K | $551.7K | 0.6% | $196.4K | Cut$196.2K |
| Proshares Tr | — | 7.04K | $546.7K | 0.6% | −$5.37K | Cut−$134.8K |
| Chevron Corp New | CVX | 2.63K | $544.6K | 0.6% | $143.4K | Cut$127.3K |
| Invesco Db Multi-Sector Comm | — | 16.9K | $498.8K | 0.5% | $203.2K | Cut$141.8K |
| Philip Morris Intl Inc | — | 2.99K | $495.1K | 0.5% | $14.8K | Cut$9.66K |
| Ishares Tr | — | 2.22K | $485.7K | 0.5% | $9.13K | Cut−$9.76K |
| Morgan Stanley | — | 2.93K | $482K | 0.5% | −$38K | Cut−$52.5K |
| Vanguard Wellington Fd | — | 2.44K | $480.6K | 0.5% | $14.3K | Cut$9.48K |
| Bondbloxx Etf Trust | — | 13.3K | $449.7K | 0.5% | −$9.88K | Added$13.8K |
| Ishares Tr | — | 4.71K | $445.4K | 0.5% | $3.16K | Held |
| Southern Co | — | 4.55K | $439.1K | 0.5% | $42.4K | Cut$4.03K |
| Spdr S&P 500 Etf Tr | — | 645 | $419.5K | 0.4% | −$19.7K | Added−$6.73K |
| Schwab Strategic Tr | — | 8.55K | $418.3K | 0.4% | $28.9K | Added$67.3K |
| Johnson & Johnson | JNJ | 1.66K | $405.5K | 0.4% | $62.2K | Cut$61.8K |
| Legg Mason Etf Invt | — | 9.83K | $398.5K | 0.4% | — | New |
| Bondbloxx Etf Trust | — | 9.68K | $377.9K | 0.4% | $4.46K | Added$28K |
| Ishares Tr | — | 1.05K | $375.1K | 0.4% | −$17.8K | Cut−$129.8K |
| Broadcom Inc. | AVGO | 1.21K | $373.9K | 0.4% | −$44.2K | Cut−$104.1K |
| Schwab Strategic Tr | — | 12.1K | $371.1K | 0.4% | $39.3K | Held |
| Spdr Gold Tr | — | 861 | $370.6K | 0.4% | $22.2K | Added$112.6K |
| Merck & Co., Inc. | MRK | 3.08K | $370.4K | 0.4% | $45.9K | Added$48.9K |
| Advanced Micro Devices Inc | AMD | 1.76K | $358.6K | 0.4% | −$18.9K | Held |
| Wells Fargo Co New | — | 4.42K | $351.6K | 0.4% | −$60K | Held |
| First Tr Exchange-Traded Alp | — | 2.92K | $349K | 0.4% | $17.9K | Added$23.8K |
| Vanguard Index Fds | — | 3.89K | $344.9K | 0.4% | $819 | Cut−$34.6K |
| International Business Machs | — | 1.39K | $336.9K | 0.3% | −$74.8K | Cut−$99.7K |
| Ishares Tr | — | 7.21K | $335.5K | 0.3% | −$11.9K | Cut−$15.5K |
| Lowes Cos Inc | — | 1.4K | $331.4K | 0.3% | −$6.77K | Added−$3.23K |
| Pepsico Inc | PEP | 2K | $310.3K | 0.3% | $22.8K | Added$33.4K |
| Gilead Sciences, Inc. | GILD | 2.15K | $299.6K | 0.3% | $35.8K | Held |
| Delta Air Lines Inc Del | DAL | 4.38K | $291.4K | 0.3% | −$12.8K | Held |
| Phillips 66 | PSX | 1.55K | $283.3K | 0.3% | $82.7K | Added$82.9K |
| Ishares Tr | — | 2.47K | $281.2K | 0.3% | −$16.8K | Held |
| Alphabet Inc | — | 976 | $280.7K | 0.3% | −$24.5K | Added−$21.4K |
| Ge Aerospace | — | 981 | $278.3K | 0.3% | −$23.8K | Held |
| Duke Energy Corp New | — | 2.1K | $274.4K | 0.3% | $28.8K | Cut$28.7K |
| Abrdn Silver Etf Trust | SIVR | 3.79K | $271K | 0.3% | $15K | Held |
| Home Depot, Inc. | HD | 811 | $266.7K | 0.3% | −$12.3K | Held |
| Hsbc Hldgs Plc | — | 3.15K | $259.8K | 0.3% | $12K | Held |
| Vanguard Index Fds | — | 975 | $255.4K | 0.3% | $3.72K | Added$13.9K |
| Goldman Sachs Group Inc | — | 300 | $253.8K | 0.3% | −$9.9K | Held |
| Verizon Communications Inc | VZ | 4.85K | $243.3K | 0.3% | $45.9K | Cut$5.16K |
| Invesco Exch Traded Fd Tr Ii | — | 4.42K | $242.6K | 0.3% | — | New |
| Visa Inc. | V | 799 | $241.6K | 0.2% | −$38.7K | Cut−$72K |
| Sunoco Lp/Sunoco Fin Corp | — | 3.7K | $240.1K | 0.2% | — | New |
| Mastercard Inc | MA | 473 | $236.3K | 0.2% | −$33.6K | Added−$33.1K |
| S&P Global Inc. | SPGI | 545 | $231.8K | 0.2% | −$51.2K | Added−$43.1K |
| Ishares Tr | — | 1.79K | $222.9K | 0.2% | $7.41K | Cut$916 |
| RTX Corp | RTX | 1.16K | $222.8K | 0.2% | $10.9K | Cut$3.42K |
| Automatic Data Processing In | — | 1.09K | $221.1K | 0.2% | −$58.8K | Held |
| GE Vernova Inc. | GEV | 249 | $217.4K | 0.2% | — | New |
| Disney Walt Co | — | 2.25K | $216.5K | 0.2% | −$39.1K | Cut−$50.4K |
| Global X Fds | — | 3.01K | $213.2K | 0.2% | — | New |
| Invesco Exch Traded Fd Tr Ii | — | 8.78K | $210.4K | 0.2% | −$3.07K | Held |
| Ishares Tr | — | 1.39K | $210.4K | 0.2% | — | New |
| Parker-Hannifin Corp | PH | 225 | $201.4K | 0.2% | — | New |
| First Tr Exch Traded Fd Iii | — | 11.3K | $201.1K | 0.2% | −$5.33K | Held |
| Ishares Tr | — | 308 | $201K | 0.2% | −$9.81K | Cut−$63.9K |
| Spdr Index Shs Fds | — | 5.08K | $200.7K | 0.2% | — | New |
| Energy Transfer L P | — | 10.1K | $194.6K | 0.2% | — | New |
| Plug Power Inc | PLUG | 10.4K | $23.5K | 0.0% | $3.01K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.