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Filers›Hedge Fund›PARTNERS WEALTH MANAGEMENT, LLC
DOSSIER · 13F-HR · Q1 2026

PARTNERS WEALTH MANAGEMENT, LLC

WEALTH's hedge fund based in San Francisco, CA — $97M in tracked AUM across 109 positions as of Q1 2026.

W
WEALTH·San Francisco, CA·Hedge Fund
CIK 0002054714 · last filed Mar 31, 2026
Total AUM
$97M
▼ 11.6%
vs prior
Holdings
109
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
Top sector
Financials
5% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

PARTNERS WEALTH MANAGEMENT, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$7M27K7.0%
02
AMAX
STARBOARD INVT TR
$6M801K6.3%
03
AGOX
STARBOARD INVT TR
$6M212K5.8%
04
VNLA
JANUS DETROIT STR TR
$4M89K4.5%
05
RHRX
STARBOARD INVT TR
$4M195K3.8%
06
BRK/B
BERKSHIRE HATHAWAY INC DEL
$3M7K3.3%
07
IVE
ISHARES TR
$3M12K2.6%
08
LLY
ELI LILLY & CO
$2M3K2.6%
09
T
AT&T INC
$2M77K2.3%
10
XOM
EXXON MOBIL CORP
$2M12K2.1%

Filing history

Filing history loading…
AI Agent · grounded in PARTNERS
haiku-4-5 · 109 positions indexed
Sector mix
  • Financials5%
  • Health Care20%
  • Cons. Disc.47%
  • Communications15%
  • Energy9%
  • Other4%
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