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Partners Wealth Management 13F Portfolio

Portfolio Manager
Partners Wealth Management LLC
Performance
+3.34% (2026 Q3)
AUM (13F)
$961.43M
# of Holdings
479
Performance Rank
N/A
Allocation (Top 20)
45.19%
Latest filing
Q3 2026

Partners Wealth Management LLC Holdings Map

Top 50 Partners Wealth Management LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
5.42%227.8K$52.1M
+2302.98%(+218.28K)
2025-Q3: 10.2K shares2025-Q4: 9.9K shares2026-Q1: 9.5K shares2026-Q2: 9.5K shares2026-Q3: 227.8K shares
$210.74(+2.09%)
2026-09-30
COIN
COINBASE GLOBAL INC
4.43%228.3K$42.6Mnew2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 0 shares2026-Q3: 228.3K shares
$166.30(-4.45%)
2026-09-30
META
META PLATFORMS INC
3.6%47.7K$34.6Mnew2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 0 shares2026-Q3: 47.7K shares
$643.73(-5.10%)
2026-09-30
AAPL
APPLE INC
3.55%102.5K$34.1M
+316.78%(+77.88K)
2025-Q3: 27.0K shares2025-Q4: 26.6K shares2026-Q1: 26.6K shares2026-Q2: 24.6K shares2026-Q3: 102.5K shares
$292.31(+17.97%)
2026-09-30
AMZN
AMAZON COM INC
3.39%130.7K$32.6M
+1618.03%(+123.05K)
2025-Q3: 7.9K shares2025-Q4: 7.9K shares2026-Q1: 7.7K shares2026-Q2: 7.6K shares2026-Q3: 130.7K shares
$241.41(+5.19%)
2026-09-30
AGOX
STARBOARD INVT TR
3.32%956.8K$31.9M
+332.52%(+735.57K)
2025-Q3: 228.2K shares2025-Q4: 231.7K shares2026-Q1: 212.2K shares2026-Q2: 221.2K shares2026-Q3: 956.8K shares
$32.73(+1.07%)
2026-09-30
AMAX
STARBOARD INVT TR
2.98%3.88M$28.7M
+335.00%(+2.99M)
2025-Q3: 494.2K shares2025-Q4: 563.0K shares2026-Q1: 800.8K shares2026-Q2: 892.5K shares2026-Q3: 3.88M shares
$7.50(-1.54%)
2026-09-30
RHRX
STARBOARD INVT TR
2.87%1.29M$27.6M
+492.40%(+1.07M)
2025-Q3: 139.4K shares2025-Q4: 138.9K shares2026-Q1: 194.9K shares2026-Q2: 217.0K shares2026-Q3: 1.29M shares
$20.95(+4.35%)
2026-09-30
MSTR
STRATEGY INC
1.94%121.6K$18.6M
+1529.54%(+114.10K)
2025-Q3: 7.1K shares2025-Q4: 7.1K shares2026-Q1: 7.1K shares2026-Q2: 7.5K shares2026-Q3: 121.6K shares
$126.42(+10.90%)
2026-09-30
GOOGL
ALPHABET INC
1.78%49.6K$17.1M
+5500.11%(+48.73K)
2025-Q3: 966 shares2025-Q4: 965 shares2026-Q1: 976 shares2026-Q2: 886 shares2026-Q3: 49.6K shares
$348.22(-6.56%)
2026-09-30

About Partners Wealth Management LLCโ€™s portfolio

Partners Wealth Management LLC reports $961.43M in US-listed equity holdings across 479 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (5.4%), COIN (4.4%) and META (3.6%). The top 20 holdings account for 45.19% of reported assets. Its disclosed equity book has returned +15.43% cumulatively over 7 quarters. Figures reflect the Q3 2026 filing.

Portfolio concentration

Portfolio concentration
NVDA โ€” 8.6% ($52.09M)COIN โ€” 7.0% ($42.55M)META โ€” 5.7% ($34.57M)AAPL โ€” 5.6% ($34.12M)AMZN โ€” 5.4% ($32.55M)AGOX โ€” 5.3% ($31.92M)AMAX โ€” 4.7% ($28.65M)RHRX โ€” 4.6% ($27.60M)MSTR โ€” 3.1% ($18.61M)GOOGL โ€” 2.8% ($17.07M)Other โ€” 47.1% ($284.29M)
53%in top 10
  • NVDA8.6%
  • COIN7.0%
  • META5.7%
  • AAPL5.6%
  • AMZN5.4%
  • AGOX5.3%
  • AMAX4.7%
  • RHRX4.6%
  • MSTR3.1%
  • GOOGL2.8%
  • Other47.1%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

New buys
30
COINCOINBASE GLOBAL INC4.4%
METAMETA PLATFORMS INC3.6%
VUGVANGUARD INDEX FDS1.3%
CRWDCROWDSTRIKE HLDGS INC1.3%
+26 opened
Added to
20
NVDANVIDIA CORPORATION+2303.0%
AMZNAMAZON COM INC+1618.0%
AAPLAPPLE INC+316.8%
AGOXSTARBOARD INVT TR+332.5%
+16 more

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Source filings

Holdings on this page are parsed from Partners Wealth Management LLCโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2054714). View Partners Wealth Management LLCโ€™s 13F filings on SEC

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