PARTNERS WEALTH MANAGEMENT, LLC 13F Holdings
CIK 0002054714 · CARMEL BY THE SEA, CA
As of Sep 30, 2025, PARTNERS WEALTH MANAGEMENT, LLC reported 123 positions worth
CIK 0002054714 · CARMEL BY THE SEA, CA
As of Sep 30, 2025, PARTNERS WEALTH MANAGEMENT, LLC reported 123 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ADAPTIVE ALPHA OPPORTUNITIES ETF | AGOX | — | 228,156 | $7.0M | 6.91% |
| APPLE INC | AAPL | Technology | 26,988 | $6.9M | 6.78% |
| ADAPTIVE HEDGED MULTI-ASSET INCOME ETF | AMAX | — | 494,197 | $4.0M | 4.00% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 7,017 | $3.5M | 3.48% |
| JANUS HENDERSON SHORT DURATION INCOME ETF | VNLA | — | 63,207 | $3.1M | 3.08% |
| MICROSOFT CORP | MSFT | Technology | 5,004 | $2.6M | 2.56% |
| RH TACTICAL ROTATION ETF | RHRX | — | 139,441 | $2.5M | 2.51% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 11,827 | $2.4M | 2.41% |
| STRATEGY INC | MSTR | Technology | 7,079 | $2.3M | 2.25% |
| ELI LILLY & CO | LLY | Healthcare | 2,948 | $2.2M | 2.22% |
| AT&T INC | T | Communication Services | 78,973 | $2.2M | 2.20% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 16,216 | $2.0M | 1.93% |
| NVIDIA CORP | NVDA | Technology | 10,169 | .9M | 1.87% |
| AMAZON.COM INC | AMZN | Equity | 7,916 | .7M | 1.72% |
| ISHARES 0-3 MONTH TREASURY BOND ETF | SGOV | — | 14,615 | .5M | 1.45% |
| VANGUARD ENERGY INDEX FUND | VDE | — | 11,134 | .4M | 1.38% |
| EXXON MOBIL CORP | XOM | Energy | 12,275 | .4M | 1.37% |
| VANGUARD 500 INDEX FUND | VOO | — | 2,188 | .3M | 1.32% |
| ISHARES YIELD OPTIMIZED BOND ETF | BYLD | — | 57,874 | .3M | 1.31% |
| FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | EMLP | — | 32,190 | .2M | 1.22% |
| BONDBLOXX BLOOMBERG THREE YEAR TARGET DURATION US TREASURY ETF | XTRE | — | 23,312 | .2M | 1.15% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 1,893 | .1M | 1.12% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 3,282 | .0M | 1.02% |
| FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | SDVY | — | 26,508 | .0M | 0.99% |
| AMERICAN CENTY ETF TR | — | — | 20,630 | $982.0K | 0.97% |