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Partners Wealth Management - Q4 2025 13F Filings

PA

Partners Wealth Management, LLC

CIK: 0002054714
Address: California Carmel By The Sea Nw Corner Ocean Avenue And Mission St
$95.74 M
Portfolio Value
107
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 07/21/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. VNLA Janus Henderson Short Duration Income Etf
+$1.44 M
2. AMAX Adaptive Hedged Multi-Asset Income Etf
+$543,559.16
3. XLE Energy Select Sector Spdr Fund
+$414,688.51
4. XLY Consumer Discretionary Select Sector Spdr Fund
+$373,896.42
5. SIVR Abrdn Physical Silver Shares Etf
+$256,017

Top Sells

Q4 2025
1. SGOV Ishares 0-3 Month Treasury Bond Etf
−$1.47 M
2. THIR Thor Index Rotation Etf
−$873,886
3. IBIT Ishares Bitcoin Trust Etf
−$777,139
4. USFR Wisdomtree Floating Rate Treasury Fund
−$584,238
5. HELO Jpmorgan Hedged Equity Laddered Overlay Etf
−$565,623

Asset Allocation

Stocks/ETFs
-7.12%
$89.17 M 93.14%
Options
$0 0.00%
Debt
$0 0.00%
Other
+24.06%
$6.57 M 6.86%

Sector Allocation (Stocks)

Partners Wealth Management Q4 2025 Filing Summary

Partners Wealth Management, LLC filed its 13F report for Q4 2025 on January 20, 2026. The portfolio totaled 95.74 M reflecting a -5.49% change from the prior quarter, spanning 107 assets. The top 10 holdings comprised 43.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 3 new positions and 19 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 Q4 2025 Filing

Partners Wealth Management submitted their Form 13F-HR for the Q4 2025 period on 01/20/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Partners Wealth Management reported a managed portfolio value of 95.74 M, consisting of 107 individual positions.

This page displays the raw filing documents. To see which stocks Partners Wealth Management bought or sold during Q4 2025, please visit Partners Wealth Management's Portfolio Analysis page.