Top 50 Partners Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 5.42% | 227.8K | $52.1M | +2302.98%(+218.28K) | $210.74(+2.09%) | 2026-09-30 | |
| COIN | COINBASE GLOBAL INC | 4.43% | 228.3K | $42.6M | new | $166.30(-4.45%) | 2026-09-30 | |
| META | META PLATFORMS INC | 3.6% | 47.7K | $34.6M | new | $643.73(-5.10%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.55% | 102.5K | $34.1M | +316.78%(+77.88K) | $292.31(+17.97%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 3.39% | 130.7K | $32.6M | +1618.03%(+123.05K) | $241.41(+5.19%) | 2026-09-30 | |
| AGOX | STARBOARD INVT TR | 3.32% | 956.8K | $31.9M | +332.52%(+735.57K) | $32.73(+1.07%) | 2026-09-30 | |
| AMAX | STARBOARD INVT TR | 2.98% | 3.88M | $28.7M | +335.00%(+2.99M) | $7.50(-1.54%) | 2026-09-30 | |
| RHRX | STARBOARD INVT TR | 2.87% | 1.29M | $27.6M | +492.40%(+1.07M) | $20.95(+4.35%) | 2026-09-30 | |
| MSTR | STRATEGY INC | 1.94% | 121.6K | $18.6M | +1529.54%(+114.10K) | $126.42(+10.90%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 1.78% | 49.6K | $17.1M | +5500.11%(+48.73K) | $348.22(-6.56%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ | +15.43% |
| Top 20 Holdings Unweighted | โ | โ | โ | โ | +17.57% |
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 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 LLCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2054714). View Partners Wealth Management LLCโs 13F filings on SEC