StockDriftsStockDriftsTop 50 Partners Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AGOX | STARBOARD INVT TR | 7.52% | 221.2K | $7.7M | +4.26%(+9.03K) | $28.49(+20.75%) | 2026-06-30 | |
| AAPL | APPLE INC | 6.97% | 24.6K | $7.1M | -7.62%(-2.03K) | $232.50(+31.90%) | 2026-06-30 | |
| AMAX | STARBOARD INVT TR | 6.47% | 892.5K | $6.6M | +11.44%(+91.65K) | $7.87(-3.65%) | 2026-06-30 | |
| RHRX | STARBOARD INVT TR | 4.69% | 217.0K | $4.8M | +11.30%(+22.03K) | $16.97(+29.92%) | 2026-06-30 | |
| VNLA | JANUS DETROIT STR TR | 4.61% | 96.1K | $4.7M | +8.47%(+7.50K) | $49.12(-0.50%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.27% | 6.7K | $3.3M | -1.51%(-102) | $456.77(+14.58%) | 2026-06-30 | |
| IVE | ISHARES TR | 2.82% | 12.7K | $2.9M | +6.59%(+784) | $195.68(+20.98%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 2.51% | 2.1K | $2.6M | -21.13%(-572) | $828.11(+48.40%) | 2026-06-30 | |
| IVW | ISHARES TR | 2.34% | 17.3K | $2.4M | +4.68%(+774) | $101.42(+39.78%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.86% | 9.5K | $1.9M | -0.25%(-24) | $130.13(+69.41%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +11.69% |
| Top 20 Holdings Unweighted | — | — | — | — | +13.04% |
Partners Wealth Management LLC reports $102.01M in US-listed equity holdings across 108 positions in its most recent 13F filing. Its largest disclosed positions are AGOX (7.5%), AAPL (7.0%) and AMAX (6.5%). The top 20 holdings account for 57.78% of reported assets. Its disclosed equity book has returned +11.69% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Partners Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2054714). View Partners Wealth Management LLC’s 13F filings on SEC