DOSSIER · 13F-HR · Q2 2026

PARTNERS WEALTH MANAGEMENT, LLC

$102M in tracked AUM across 108 positions as of Q2 2026.

PW
CIK 0002054714 · last filed Jun 30, 2026
Total AUM
$102M
as of Q2 2026
Holdings
108
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

PARTNERS WEALTH MANAGEMENT, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AGOX
STARBOARD INVT TR
$8M221K7.5%
02
AAPL
APPLE INC
$7M25K7.0%
03
AMAX
STARBOARD INVT TR
$7M892K6.5%
04
RHRX
STARBOARD INVT TR
$5M217K4.7%
05
VNLA
JANUS DETROIT STR TR
$5M96K4.6%
06
BRK/B
BERKSHIRE HATHAWAY INC DEL
$3M7K3.3%
07
IVE
ISHARES TR
$3M13K2.8%
08
LLY
ELI LILLY & CO
$3M2K2.5%
09
IVW
ISHARES TR
$2M17K2.3%
10
NVDA
NVIDIA CORPORATION
$2M9K1.9%

Filing history

2026Q2Jun 30
$102M 5.1%
108 positionsView →
2026Q1Mar 31
$97M 1.4%
109 positionsView →
2025Q4Dec 31
$96M 94.2%
107 positionsView →
2025Q3Sep 30
$49M 29.4%
56 positionsView →
2025Q2Jun 30
$38M 0.5%
50 positionsLocked
2025Q1Mar 31
$38M 56.5%
51 positionsLocked
2024Q4Dec 31
$88M
112 positionsLocked