§ 13F · FUND PROFILE
PARTNERS WEALTH MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $101M (13F)Positions · 123Turnover · — · Q1Filed · Apr 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 27K | $7M | 7.0% | ±0% |
| 2 | AMAX | STARBOARD INVT TR | 801K | $6M | 6.3% | +42% |
| 3 | AGOX | STARBOARD INVT TR | 212K | $6M | 5.8% | −8% |
| 4 | VNLA | JANUS DETROIT STR TR | 89K | $4M | 4.5% | −4% |
| 5 | RHRX | STARBOARD INVT TR | 195K | $4M | 3.8% | +40% |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 7K | $3M | 3.3% | −1% |
| 7 | IVE | ISHARES TR | 12K | $3M | 2.6% | +1% |
| 8 | LLY | ELI LILLY & CO | 3K | $2M | 2.6% | −4% |
| 9 | T | AT&T INC | 77K | $2M | 2.3% | −2% |
| 10 | XOM | EXXON MOBIL CORP | 12K | $2M | 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 $101 million in assets. The fund runs a portfolio of 123 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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