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Partners Wealth Management, LLC Top Holdings and 13F Report (2026)

About Partners Wealth Management, LLC

Investment Activity

  • Partners Wealth Management, LLC has $961.43 million in total holdings as of September 30, 2026.
  • Partners Wealth Management, LLC owns shares of 479 different stocks, but just 121 companies or ETFs make up 80% of its holdings.
  • Approximately 89.35% of the portfolio was purchased this quarter.
  • About 0.14% of the portfolio was sold this quarter.
  • This quarter, Partners Wealth Management, LLC has purchased 108 new stocks and bought additional shares in 94 stocks.
  • Partners Wealth Management, LLC sold shares of 8 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

NVIDIA
$52,087,554
Coinbase Global
$42,553,678
Meta Platforms
$34,570,802
Apple
$34,121,918
Amazon.com
$32,552,831

Largest New Holdings this Quarter

19260Q107 - Coinbase Global
$42,553,678 Holding
30303M102 - Meta Platforms
$34,570,802 Holding
922908736 - Vanguard Growth ETF
$12,633,117 Holding
22788C105 - CrowdStrike
$12,284,400 Holding
874039100 - Taiwan Semiconductor Manufacturing
$11,116,415 Holding

Largest Purchases this Quarter

NVIDIA
218,276 shares (about $49.92M)
Coinbase Global
228,280 shares (about $42.55M)
Meta Platforms
47,672 shares (about $34.57M)
Amazon.com
123,051 shares (about $30.66M)
Apple
77,878 shares (about $25.93M)

Largest Sales this Quarter

Vanguard Energy ETF
192 shares (about $33.05K)
Lowe's Companies
78 shares (about $14.37K)
Invesco Bloomberg Pricing Power ETF
152 shares (about $13.11K)
Vanguard U.S. Momentum Factor ETF
19 shares (about $4.31K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofPartners Wealth Management, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NVIDIA Corporation stock logo
NVDA
NVIDIA
$52,087,554$49,919,926 ▲2,303.0%227,7545.4%Technology
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
$42,553,678$42,553,678 ▲New Holding228,2804.4%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$34,570,802$34,570,802 ▲New Holding47,6723.6%Communication Services
Apple Inc. stock logo
AAPL
Apple
$34,121,918$25,934,949 ▲316.8%102,4623.5%Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$32,552,831$30,658,052 ▲1,618.0%130,6563.4%Consumer Discretionary
AGOX
Adaptive Alpha Opportunities ETF
$31,921,068$24,540,830 ▲332.5%956,7753.3%ETF
AMAX
RH Hedged Multi-Asset Income ETF
$28,651,435$22,064,851 ▲335.0%3,882,3083.0%ETF
RHRX
RH Tactical Rotation ETF
$27,595,591$22,937,351 ▲492.4%1,285,3092.9%ETF
Strategy Inc stock logo
MSTR
Strategy
$18,610,233$17,468,182 ▲1,529.5%121,5641.9%Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$17,072,339$16,767,482 ▲5,500.1%49,6171.8%Communication Services
Invesco QQQ stock logo
QQQ
Invesco QQQ
$15,465,025$14,070,625 ▲1,009.1%20,8841.6%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$13,965,661$11,426,310 ▲450.0%27,2291.5%Technology
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$12,633,117$12,633,117 ▲New Holding140,1971.3%ETF
CrowdStrike stock logo
CRWD
CrowdStrike
$12,284,400$12,284,400 ▲New Holding46,4001.3%Technology
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$11,116,415$11,116,415 ▲New Holding24,3261.2%Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$10,986,348$9,452,212 ▲616.1%15,6761.1%ETF
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
$9,906,520$9,906,520 ▲New Holding88,0581.0%Finance
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$9,640,057$8,561,531 ▲793.8%15,7581.0%Technology
BondBloxx Bloomberg One Year Target Duration US Treasury ETF stock logo
XONE
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
$9,299,110$9,299,110 ▲New Holding189,0451.0%ETF
ISHARES TR
$9,231,220$9,231,220 ▲New Holding91,6891.0%0-3 MTH TREASURY
CLSE
Convergence Long/Short Equity ETF
$8,654,219$8,452,200 ▲4,183.9%254,4610.9%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$8,068,231$8,068,231 ▲New Holding23,6790.8%Communication Services
PALANTIR TECHNOLOGIES INC
$7,476,771$7,476,771 ▲New Holding39,9720.8%CL A
Main Sector Rotation ETF stock logo
SECT
Main Sector Rotation ETF
$7,450,628$7,450,628 ▲New Holding104,1320.8%ETF
CAPITOL SER TR
$7,228,992$7,228,992 ▲New Holding158,7050.8%HULL TACTICAL
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$6,819,859$6,819,859 ▲New Holding182,0090.7%ETF
Vanguard Mega Cap Value ETF stock logo
MGV
Vanguard Mega Cap Value ETF
$6,742,537$6,742,537 ▲New Holding41,8560.7%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$6,417,216$5,926,348 ▲1,207.3%8,3930.7%ETF
Yandex stock logo
YNDX
Yandex
$6,195,152$6,195,152 ▲New Holding26,2640.6%Technology
ISHARES BITCOIN TRUST ETF
$6,156,188$6,156,188 ▲New Holding130,0420.6%SHS BEN INT
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$5,779,972$2,464,754 ▲74.3%11,6080.6%Finance
Janus Henderson Short Duration Income ETF stock logo
VNLA
Janus Henderson Short Duration Income ETF
$5,517,742$830,538 ▲17.7%113,1800.6%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$5,473,654$5,473,654 ▲New Holding15,4270.6%Consumer Discretionary
WLDR
Affinity World Leaders Equity ETF
$5,324,447$5,324,447 ▲New Holding114,1850.6%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$5,319,699$4,273,367 ▲408.4%159,7030.6%ETF
Pimco Total Return ETF stock logo
BOND
Pimco Total Return ETF
$5,254,069$5,254,069 ▲New Holding60,3990.5%ETF
Blackstone Strategic Credit 2027 Term Fund stock logo
BGB
Blackstone Strategic Credit 2027 Term Fund
$5,194,596$5,194,596 ▲New Holding462,1530.5%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$5,135,104$2,664,746 ▲107.9%4,4380.5%Healthcare
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$5,133,428$5,133,428 ▲New Holding17,4070.5%ETF
Saba Closed-End Funds ETF stock logo
CEFS
Saba Closed-End Funds ETF
$4,915,947$4,915,947 ▲New Holding200,5120.5%ETF
Direxion HCM Tactical Enhanced U.S. ETF stock logo
HCMT
Direxion HCM Tactical Enhanced U.S. ETF
$4,883,548$4,883,548 ▲New Holding114,5030.5%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$4,812,214$4,812,214 ▲New Holding12,8590.5%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$4,705,149$4,705,149 ▲New Holding21,7750.5%ETF
TIDAL TRUST II
$4,589,005$4,589,005 ▲New Holding167,2000.5%HILT SMAL MI ETF
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF stock logo
XHLF
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
$4,570,670$4,570,670 ▲New Holding90,9590.5%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$4,546,571$4,233,894 ▲1,354.1%11,9380.5%ETF
ARISTA NETWORKS INC
$4,530,285$4,530,285 ▲New Holding22,2520.5%COM SHS
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$4,386,970$4,386,970 ▲New Holding122,0980.5%ETF
ADVISORS INNER CIRCLE FD II
$4,241,972$4,241,972 ▲New Holding162,9950.4%CULLEN ENHANCED
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$4,233,448$3,997,576 ▲1,694.8%5,5280.4%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$4,010,133$4,010,133 ▲New Holding51,9110.4%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$3,963,068$3,963,068 ▲New Holding56,9570.4%Communication Services
THOR FINL TECHNOLOGIES TR
$3,955,747$3,756,586 ▲1,886.2%117,9410.4%INDEX ROTATION
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$3,945,203$3,945,203 ▲New Holding50,3790.4%ETF
NEOS Enhanced Income 1-3 Month T-Bill ETF stock logo
CSHI
NEOS Enhanced Income 1-3 Month T-Bill ETF
$3,844,151$3,844,151 ▲New Holding77,3320.4%ETF
FIDELITY COVINGTON TRUST
$3,701,210$3,701,210 ▲New Holding82,0850.4%ENHANCED LARGE
XTWO
BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
$3,642,302$3,642,302 ▲New Holding75,3480.4%ETF
PIMCO Enhanced Short Maturity Exchange-Traded Fund stock logo
MINT
PIMCO Enhanced Short Maturity Exchange-Traded Fund
$3,550,197$3,550,197 ▲New Holding35,3080.4%ETF
ARK 21SHARES BITCOIN ETF
$3,548,889$3,548,889 ▲New Holding128,1650.4%SHS BEN INT
Broadcom Inc. stock logo
AVGO
Broadcom
$3,514,347$3,105,212 ▲759.0%10,0070.4%Technology
Invesco S&P 500 Revenue ETF stock logo
RWL
Invesco S&P 500 Revenue ETF
$3,457,824$3,457,824 ▲New Holding26,8710.4%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$3,454,451$3,454,451 ▲New Holding9,4110.4%Healthcare
EXXONMOBIL HOLDINGS CORP
$3,316,935$3,316,935 ▲New Holding20,3810.3%COM SHS
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$3,296,850$3,296,850 ▲New Holding53,8170.3%ETF
iShares Treasury Floating Rate Bond ETF stock logo
TFLO
iShares Treasury Floating Rate Bond ETF
$3,295,374$3,295,374 ▲New Holding65,0360.3%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$3,286,572$391,503 ▲13.5%14,3970.3%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$3,011,842$547,142 ▲22.2%21,1710.3%ETF
AMPLIFY ETF TR
$2,976,581$2,976,581 ▲New Holding24,5510.3%AMPLIFY CYBERSEC
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$2,968,449$2,968,449 ▲New Holding58,5800.3%ETF
ASML Holding N.V. stock logo
ASML
ASML
$2,835,264$2,835,264 ▲New Holding1,5650.3%Technology
Intel Corporation stock logo
INTC
Intel
$2,650,212$2,650,212 ▲New Holding22,0430.3%Technology
XTRE
BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
$2,602,541$1,047,330 ▲67.3%54,3330.3%ETF
Freedom 100 Emerging Markets ETF stock logo
FRDM
Freedom 100 Emerging Markets ETF
$2,590,820$2,590,820 ▲New Holding37,0330.3%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$2,537,466$1,462,930 ▲136.1%7,6700.3%Finance
TIDAL TRUST I
$2,484,536$2,484,536 ▲New Holding88,0030.3%DANA UNCO EQ ETF
Visa Inc. stock logo
V
Visa
$2,458,017$2,191,771 ▲823.2%6,8410.3%Finance
Micron Technology, Inc. stock logo
MU
Micron Technology
$2,441,587$2,163,553 ▲778.2%2,2920.3%Technology
VLU
SPDR S&P 1500 Value Tilt ETF
$2,419,426$2,419,426 ▲New Holding10,1240.3%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$2,356,220$2,356,220 ▲New Holding16,0860.2%ETF
PIMCO Multi Sector Bond Active ETF stock logo
PYLD
PIMCO Multi Sector Bond Active ETF
$2,355,583$2,355,583 ▲New Holding92,7760.2%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$2,342,170$2,342,170 ▲New Holding24,7740.2%ETF
AT&T Inc. stock logo
T
AT&T
$2,324,906$471,164 ▲25.4%95,2830.2%Communication Services
NORTHERN LTS FD TR III
$2,241,485$2,241,485 ▲New Holding43,3640.2%COUN QUA EQU ETF
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$2,212,456$2,212,456 ▲New Holding6,9720.2%ETF
EA SERIES TRUST
$2,188,219$2,188,219 ▲New Holding79,0970.2%SUNCOAST SELECT
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$2,185,716$2,185,716 ▲New Holding31,1580.2%ETF
FT Vest Laddered Deep Buffer ETF stock logo
BUFD
FT Vest Laddered Deep Buffer ETF
$2,168,297$2,168,297 ▲New Holding71,3960.2%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$2,168,135$2,168,135 ▲New Holding38,5650.2%ETF
iShares Short Duration Bond Active ETF stock logo
NEAR
iShares Short Duration Bond Active ETF
$2,159,637$2,159,637 ▲New Holding43,3140.2%ETF
SHOPIFY INC
$2,055,735$2,055,735 ▲New Holding13,8620.2%CL A SUB VTG SHS
Bloom Energy Corporation stock logo
BE
Bloom Energy
$2,051,868$2,051,868 ▲New Holding7,4080.2%Industrials
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$2,008,594$2,008,594 ▲New Holding18,3250.2%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$1,883,795$1,613,652 ▲597.3%2,0920.2%Finance
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$1,882,754$1,882,754 ▲New Holding18,2630.2%ETF
Vanguard Energy ETF stock logo
VDE
Vanguard Energy ETF
$1,862,771$33,055 ▼-1.7%10,8200.2%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$1,671,485$1,671,485 ▲New Holding29,0390.2%ETF
Coca-Cola Company (The) stock logo
KO
Coca-Cola
$1,643,311$784,884 ▲91.4%18,9710.2%Consumer Staples
WisdomTree Floating Rate Treasury Fund stock logo
USFR
WisdomTree Floating Rate Treasury Fund
$1,628,368$1,628,368 ▲New Holding32,3150.2%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$1,626,109$787,267 ▲93.9%11,1930.2%Consumer Staples
SUPER MICRO COMPUTER INC
$1,626,043$1,626,043 ▲New Holding39,5920.2%COM NEW

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