Partners Wealth Management, LLC Portfolio Holdings

Partners Wealth Management, LLC

  • $95.7 Billion
  • Q4 2025

Partners Wealth Management, LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $95.7 Billion distributed in 107 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $7.22B, Starboard Invt Tr with a value of $6.62B, Janus Henderson Short Duration with a value of $4.55B, Starboard Invt Tr Rh Hedged Mu with a value of $4.45B, and Berkshire Hathaway Inc Class B with a value of $3.43B.

Examining the 13F form we can see an decrease of $5.56B in the current position value, from $101B to 95.7B.

Partners Wealth Management, LLC is based out at Carmel By The Sea, CA

Below you can find more details about Partners Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $95.7 Billion
ETFs: $44.9 Billion
Technology: $14.4 Billion
Financial Services: $7.03 Billion
Healthcare: $3.95 Billion
Consumer Defensive: $3.41 Billion
Energy: $2.76 Billion
Communication Services: $2.76 Billion
Consumer Cyclical: $2.43 Billion
Other: $3.09 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$7.22 Billion 7.54% of portfolio
26,568
Q4 2025 Reduced 1.56%
$0
$6.62 Billion 6.91% of portfolio
231,670
Q4 2025 Added 1.54%
$0
$4.55 Billion 4.75% of portfolio
92,538
Q4 2025 Added 46.4%
$0
$4.45 Billion 4.65% of portfolio
563,002
Q4 2025 Added 13.92%
$662B
$3.43 Billion 3.58% of portfolio
6,820
Q4 2025 Reduced 2.81%
$971B
$3.02 Billion 3.15% of portfolio
2,811
Q4 2025 Reduced 4.65%
-
$2.56 Billion 2.67% of portfolio
-
Q4 2025 Reduced 0.39%
$0
$2.49 Billion 2.6% of portfolio
11,737
Q4 2025 Reduced 0.76%
$3.78T
$2.39 Billion 2.5% of portfolio
4,941
Q4 2025 Reduced 1.26%
$0
$2 Billion 2.08% of portfolio
16,189
Q4 2025 Reduced 0.17%
$181B
$1.95 Billion 2.04% of portfolio
78,499
Q4 2025 Reduced 0.6%
$465B
$1.84 Billion 1.92% of portfolio
9,852
Q4 2025 Reduced 3.12%
$2.39T
$1.82 Billion 1.9% of portfolio
7,875
Q4 2025 Reduced 0.52%
Bondbloxx ETF Trust
-
$1.68 Billion 1.76% of portfolio
-
Q4 2025 Added 44.87%
$490B
$1.46 Billion 1.52% of portfolio
12,127
Q4 2025 Reduced 1.21%
$0
$1.39 Billion 1.45% of portfolio
11,055
Q4 2025 Reduced 0.71%
-
$1.3 Billion 1.35% of portfolio
-
Q4 2025 Reduced 1.68%
$0
$1.21 Billion 1.26% of portfolio
31,925
Q4 2025 Reduced 0.82%
$0
$1.16 Billion 1.22% of portfolio
1,895
Q4 2025 Added 0.11%
$1.87B
$1.07 Billion 1.12% of portfolio
7,059
Q4 2025 Reduced 0.28%
$0
$1.06 Billion 1.1% of portfolio
14,231
Q4 2025 Reduced 0.11%
$881B
$1.05 Billion 1.09% of portfolio
3,249
Q4 2025 Reduced 1.01%
$0
$1.02 Billion 1.06% of portfolio
26,508
Q3 2025 Added 1.28%
$0
$1.02 Billion 1.06% of portfolio
26,805
Q4 2025 Added 12.31%
$0
$1.01 Billion 1.05% of portfolio
26,335
Q4 2025 Added 127.34%
$0
$983 Million 1.03% of portfolio
22,366
Q4 2025 Reduced 0.68%
$0
$977 Million 1.02% of portfolio
10,031
Q4 2025 Added 0.02%
$0
$963 Million 1.01% of portfolio
17,583
Q4 2025 Reduced 1.22%
$0
$971 Million 1.01% of portfolio
20,560
Q4 2025 Reduced 0.34%
$0
$944 Million 0.99% of portfolio
31,883
Q4 2025 Reduced 2.45%
$0
$847 Million 0.89% of portfolio
18,954
Q4 2025 Added 95.83%
$346B
$831 Million 0.87% of portfolio
5,797
Q4 2025 Reduced 3.32%
$0
$818 Million 0.85% of portfolio
21,595
Q4 2025 Added 19.1%
$0
$816 Million 0.85% of portfolio
9,076
Q3 2025 Reduced 3.2%
$73.4B
$790 Million 0.83% of portfolio
21,791
Q4 2025 Reduced 1.51%
$0
$757 Million 0.79% of portfolio
6,339
Q4 2025 Added 97.6%
$0
$731 Million 0.76% of portfolio
14,870
Q4 2025 Added 0.03%
$112B
$687 Million 0.72% of portfolio
19,776
Q4 2025 Reduced 2.47%
$306B
$693 Million 0.72% of portfolio
9,910
Q4 2025 Reduced 3.45%
$0
$682 Million 0.71% of portfolio
8,690
Q4 2025 Reduced 0.3%
$0
$638 Million 0.67% of portfolio
6,589
Q4 2025 Added 6.31%
$0
$630 Million 0.66% of portfolio
10,628
Q3 2025 Reduced 51.21%
$279B
$624 Million 0.65% of portfolio
5,605
Q4 2025 Reduced 1.75%
$0
$566 Million 0.59% of portfolio
8,457
Q4 2025 Added 1.81%
$0
$565 Million 0.59% of portfolio
4,294
Q3 2025 Added 2.12%
$270B
$535 Million 0.56% of portfolio
3,011
Q4 2025 Reduced 0.33%
$0
$505 Million 0.53% of portfolio
1,352
Q4 2024 New
$104B
$500 Million 0.52% of portfolio
8,669
Q4 2025 Added 0.39%
$0
$495 Million 0.52% of portfolio
2,308
Q3 2025 Reduced 3.51%

Summary

  • Portfolio
  • No. of Stocks 107
  • Current Value $95.7 Billion
  • Prior Value $101 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 3 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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