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Partners Wealth Management - Q2 2026 13F Filings

PA

Partners Wealth Management, LLC

CIK: 0002054714
Address: California Carmel By The Sea Nw Corner Ocean Avenue And Mission St
$102.01 M
Portfolio Value
108
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/21/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. ALL The Allstate Corporation
+$786,780
2. AMAX Adaptive Hedged Multi-Asset Income Etf
+$678,202.76
3. RHRX Rh Tactical Rotation Etf
+$485,518.29
4. VNLA Janus Henderson Short Duration Income Etf
+$366,731.08
5. AGOX Adaptive Alpha Opportunities Etf
+$313,084.07

Top Sells

Q2 2026
1. XOM Exxon Mobil Corporation
−$2.05 M
2. XHYI Bondbloxx Usd Hy Bond Indus
−$1.05 M
3. XHYF Bondbloxx Usd Hy Bond F Reit
−$813,580
4. LLY Eli Lilly And Company
−$685,956.33
5. AAPL Apple
−$586,824.37

Asset Allocation

Stocks/ETFs
+5.12%
$102.01 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Partners Wealth Management Q2 2026 Filing Summary

Partners Wealth Management, LLC filed its 13F report for Q2 2026 on July 21, 2026. The portfolio totaled 102.01 M reflecting a +5.12% change from the prior quarter, spanning 108 assets. The top 10 holdings comprised 43.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 7 new positions and 8 complete exits.

Report Type

Status

Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Partners Wealth Management’s Q2 2026 Filing

Partners Wealth Management submitted their Form 13F-HR for the Q2 2026 period on 07/21/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Partners Wealth Management reported a managed portfolio value of 102.01 M, consisting of 108 individual positions.

This page displays the raw filing documents. To see which stocks Partners Wealth Management bought or sold during Q2 2026, please visit Partners Wealth Management's Portfolio Analysis page.