§ 13F · FUND PROFILE
PARTNERS WEALTH MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $87.8T (13F)Positions · 114Turnover · — · Q4Filed · Jan 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$733.5B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 27K | $7.2T | 7.5% | −2% |
| 2 | AGOX | STARBOARD INVT TR | 232K | $6.6T | 6.9% | +2% |
| 3 | VNLA | JANUS DETROIT STR TR | 93K | $4.5T | 4.7% | +46% |
| 4 | AMAX | STARBOARD INVT TR | 563K | $4.4T | 4.6% | +14% |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 7K | $3.4T | 3.6% | −3% |
| 6 | LLY | ELI LILLY & CO | 3K | $3.0T | 3.2% | −5% |
| 7 | RHRX | STARBOARD INVT TR | 139K | $2.6T | 2.7% | ±0% |
| 8 | IVE | ISHARES TR | 12K | $2.5T | 2.6% | −1% |
| 9 | MSFT | MICROSOFT CORP | 5K | $2.4T | 2.5% | −1% |
| 10 | IVW | ISHARES TR | 16K | $2.0T | 2.1% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PARTNERS SIGNAL
AC read
PARTNERS WEALTH MANAGEMENT, LLC is a Other fund managing $87838.8 trillion in assets. The fund runs a portfolio of 114 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed