Q3 2026 13F · SEC CIK 2054714

Partners Wealth Management, LLC

Wealth managerFiled 2026-10-28 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $961.4M
Reported positions: 479
Holdings vs S&P 500, 3 yrs: —
Assets under management: $1.2B

Partners Wealth Management, LLC is a wealth manager that reported 479 positions worth $961.4M in its Q3 2026 13F, filed 2026-10-28. Its largest holdings were Nvidia Corporation (NVDA, 5.4%), Coinbase Global Inc (COIN, 4.4%), Meta Platforms Inc (META, 3.6%).

Partners Wealth Management, LLC holdings largest 50 of 479 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Partners Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
NVDANvidia Corporation	5.4%	1.9%	227,754	+2303.0%	$52.1M
COINCoinbase Global Inc	4.4%	—	228,280	—	$42.6M
METAMeta Platforms Inc	3.6%	—	47,672	—	$34.6M
AAPLApple Inc	3.5%	7.0%	102,462	+316.8%	$34.1M
AMZNAmazon Com Inc	3.4%	1.8%	130,656	+1618.0%	$32.6M
AGOXStarboard Invt Tr	3.3%	7.5%	956,775	+332.5%	$31.9M
AMAXStarboard Invt Tr	3.0%	6.5%	3,882,308	+335.0%	$28.7M
RHRXStarboard Invt Tr	2.9%	4.7%	1,285,309	+492.4%	$27.6M
MSTRStrategy Inc	1.9%	0.6%	121,564	+1529.5%	$18.6M
GOOGLAlphabet Inc	1.8%	—	49,617	—	$17.1M
QQQInvesco Qqq Tr	1.6%	1.4%	20,884	+1009.1%	$15.5M
MSFTMicrosoft Corp	1.5%	1.8%	27,229	+450.0%	$14.0M
VUGVanguard Index Fds	1.3%	—	140,197	—	$12.6M
CRWDCrowdstrike Hldgs Inc	1.3%	—	46,400	—	$12.3M
TSMTaiwan Semiconductor Manufac	1.2%	—	24,326	—	$11.1M
VOOVanguard Index Fds	1.1%	1.5%	15,676	+616.1%	$11.0M
HOODRobinhood Mkts Inc	1.0%	—	88,058	—	$9.9M
AMDAdvanced Micro Devices Inc	1.0%	1.0%	15,758	+793.8%	$9.6M
XONEBondbloxx ETF Trust	1.0%	—	189,045	—	$9.3M
SGOVIshares Tr	1.0%	—	91,689	—	$9.2M
CLSETrust for Professional Manag	0.9%	—	254,461	—	$8.7M
GOOGAlphabet Inc	0.8%	—	23,679	—	$8.1M
PLTRPalantir Technologies Inc	0.8%	—	39,972	—	$7.5M
66538H591Northern Lts Fd Tr IV	0.8%	—	104,132	—	$7.5M
HTUSCapitol Ser Tr	0.8%	—	158,705	—	$7.2M
BUFRFirst Tr Exchng Traded Fd Vi	0.7%	—	182,009	—	$6.8M
MGVVanguard World Fd	0.7%	—	41,856	—	$6.7M
SPYState Str Spdr S&p 500 ETF T	0.7%	—	8,393	—	$6.4M
NBISNebius Group N.v.	0.6%	—	26,264	—	$6.2M
IBITIshares Bitcoin Trust ETF	0.6%	—	130,042	—	$6.2M
BRK-BBerkshire Hathaway Inc Del	0.6%	3.3%	11,608	+74.3%	$5.8M
VNLAJanus Detroit Str Tr	0.6%	4.6%	113,180	+17.7%	$5.5M
TSLATesla Inc	0.6%	—	15,427	—	$5.5M
WLDRTwo Rds Shared Tr	0.6%	—	114,185	—	$5.3M
SCHVSchwab Strategic Tr	0.6%	1.1%	159,703	+408.4%	$5.3M
BONDPimco ETF Tr	0.5%	—	60,399	—	$5.3M
BGBBlackstone Strategic Cred 20	0.5%	—	462,153	—	$5.2M
LLYEli Lilly & Co	0.5%	2.5%	4,438	+107.9%	$5.1M
IWYIshares Tr	0.5%	—	17,407	—	$5.1M
CEFSExchange Listed Fds Tr	0.5%	—	200,512	—	$4.9M
HCMTDirexion Shares ETF Trust	0.5%	—	114,503	—	$4.9M
VTIVanguard Index Fds	0.5%	—	12,859	—	$4.8M
VTVVanguard Index Fds	0.5%	—	21,775	—	$4.7M
SMCOTidal Trust II	0.5%	—	167,200	—	$4.6M
XHLFBondbloxx ETF Trust	0.5%	—	90,959	—	$4.6M
GLDSpdr Gold Tr	0.5%	—	11,938	—	$4.5M
ANETArista Networks Inc	0.5%	—	22,252	—	$4.5M
SCHGSchwab Strategic Tr	0.5%	—	122,098	—	$4.4M
DIVPAdvisors Inner Circle Fd II	0.4%	—	162,995	—	$4.2M
IVVIshares Tr	0.4%	—	5,528	—	$4.2M

What Partners Wealth Management, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

NVDA Nvidia Corporation+2303.0% shares
AMZN Amazon Com Inc+1618.0% shares
MSTR Strategy Inc+1529.5% shares
QQQ Invesco Qqq Tr+1009.1% shares
AMD Advanced Micro Devices Inc+793.8% shares
VOO Vanguard Index Fds+616.1% shares
RHRX Starboard Invt Tr+492.4% shares
MSFT Microsoft Corp+450.0% shares

Reduced

No position shrank by more than 5%.

Left the top 50

IVE Ishares Trwas 2.8%
IVW Ishares Trwas 2.3%
VDE Vanguard World Fdwas 1.6%
XTRE Bondbloxx Bloomberg Three Year Target duwas 1.6%
T At&t Incwas 1.5%
EMLP First Tr Exchange-Traded Fdwas 1.4%
SDVY First Tr Exchange Traded Fdwas 1.1%
BYLD Ishares Trwas 1.1%

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +12.1% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$961.4M	479
Q2 2026	$102.0M	108
Q1 2026	$97.0M	109
Q4 2025	$95.7M	107
Q3 2025	$101.3M	123
Q2 2025	$87.8M	114
Q1 2025	$88.2M	116
Q4 2024	$87.9M	112

Questions about Partners Wealth Management, LLC's portfolio

What stocks does Partners Wealth Management, LLC own?

Partners Wealth Management, LLC's latest 13F, for Q3 2026 and filed Oct 28, 2026, lists 479 positions worth $961.4M. The largest are Nvidia Corporation (NVDA) at 5.4%, Coinbase Global Inc (COIN) at 4.4%, Meta Platforms Inc (META) at 3.6%, Apple Inc (AAPL) at 3.5% and Amazon Com Inc (AMZN) at 3.4%.

What did Partners Wealth Management, LLC buy last quarter?

In Q3 2026, Partners Wealth Management, LLC added Nvidia Corporation (NVDA) (+2303.0% shares), Amazon Com Inc (AMZN) (+1618.0% shares) and Strategy Inc (MSTR) (+1529.5% shares), compared with its Q2 2026 filing.

What did Partners Wealth Management, LLC sell last quarter?

In Q3 2026, Partners Wealth Management, LLC cut from its top 50 Ishares Tr (IVE), cut from its top 50 Ishares Tr (IVW), cut from its top 50 Vanguard World Fd (VDE), cut from its top 50 Bondbloxx Bloomberg Three Year Target du (XTRE) and cut from its top 50 At&t Inc (T), compared with its Q2 2026 filing.

When is Partners Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Partners Wealth Management, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Partners Wealth Management, LLC manage?

Partners Wealth Management, LLC reported $1.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $961.4M.