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Partners Wealth Management - Q1 2026 13F Filings

PA

Partners Wealth Management, LLC

CIK: 0002054714
Address: California Carmel By The Sea Nw Corner Ocean Avenue And Mission St
$97.05 M
Portfolio Value
109
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 07/21/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. AMAX Adaptive Hedged Multi-Asset Income Etf
+$1.83 M
2. XTRE Bondbloxx Bbg 3Y Us Tsy Etf
+$1.57 M
3. EMLP First Trust North American E
+$1.39 M
4. RHRX Rh Tactical Rotation Etf
+$1.06 M
5. XHYI Bondbloxx Usd Hy Bond Indus
+$1.05 M

Top Sells

Q1 2026
1. AGOX Adaptive Alpha Opportunities Etf
−$518,929.35
2. SPDW Spdr Portfolio Developed World Ex-Us Etf
−$473,411
3. ORCL Oracle Corporation
−$250,849
4. AXP American Express Company
−$239,358
5. MUB Ishares National Muni Bond Etf
−$209,167

Asset Allocation

Stocks/ETFs
+8.83%
$97.05 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Partners Wealth Management Q1 2026 Filing Summary

Partners Wealth Management, LLC filed its 13F report for Q1 2026 on April 23, 2026. The portfolio totaled 97.05 M reflecting a +1.36% change from the prior quarter, spanning 109 assets. The top 10 holdings comprised 40.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 15 new positions and 6 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Partners Wealth Management’s Q1 2026 Filing

Partners Wealth Management submitted their Form 13F-HR for the Q1 2026 period on 04/23/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Partners Wealth Management reported a managed portfolio value of 97.05 M, consisting of 109 individual positions.

This page displays the raw filing documents. To see which stocks Partners Wealth Management bought or sold during Q1 2026, please visit Partners Wealth Management's Portfolio Analysis page.