§ 13F · FUND PROFILE
PARTNERS WEALTH MANAGEMENT, LLC.
AUM · $102M (13F)Positions · 108Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AGOX | STARBOARD INVT TR | 221K | $8M | 7.5% | +4% |
| 2 | AAPL | APPLE INC | 25K | $7M | 7.0% | −8% |
| 3 | AMAX | STARBOARD INVT TR | 892K | $7M | 6.5% | +11% |
| 4 | RHRX | STARBOARD INVT TR | 217K | $5M | 4.7% | +11% |
| 5 | VNLA | JANUS DETROIT STR TR | 96K | $5M | 4.6% | +8% |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 7K | $3M | 3.3% | −2% |
| 7 | IVE | ISHARES TR | 13K | $3M | 2.8% | +7% |
| 8 | LLY | ELI LILLY & CO | 2K | $3M | 2.5% | −21% |
| 9 | IVW | ISHARES TR | 17K | $2M | 2.3% | +5% |
| 10 | NVDA | NVIDIA CORPORATION | 9K | $2M | 1.9% | ±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 $102 million in assets. The fund runs a portfolio of 108 positions.
Read the full dossier →