Partners Wealth Management, LLC Portfolio Holdings

Partners Wealth Management, LLC

  • $101 Billion
  • Q3 2025

Partners Wealth Management, LLC has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $101 Billion distributed in 123 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Starboard Invt Tr with a value of $7B, Apple Inc. with a value of $6.87B, Starboard Invt Tr Rh Hedged Mu with a value of $4.05B, Berkshire Hathaway Inc Class B with a value of $3.53B, and Janus Henderson Short Duration with a value of $3.12B.

Examining the 13F form we can see an increase of $13.5B in the current position value, from $87.8B to 101B.

Partners Wealth Management, LLC is based out at Carmel By The Sea, CA

Below you can find more details about Partners Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $101 Billion
ETFs: $46.2 Billion
Technology: $15.8 Billion
Financial Services: $6.78 Billion
Consumer Defensive: $3.56 Billion
Consumer Cyclical: $3.2 Billion
Healthcare: $3.07 Billion
Communication Services: $2.77 Billion
Energy: $2.67 Billion
Other: $3.11 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$176B
$2.23 Billion 2.2% of portfolio
78,973
Q3 2025 Reduced 3.09%
$75.7B
$786 Million 0.78% of portfolio
22,125
Q3 2025 Reduced 8.21%
$150B
$759 Million 0.75% of portfolio
2,300
Q3 2025 Added 1.05%
$108B
$699 Million 0.69% of portfolio
20,276
Q3 2025 Reduced 18.41%
$101B
$570 Million 0.56% of portfolio
8,635
Q3 2025 Added 0.86%
$102B
$525 Million 0.52% of portfolio
5,539
Q3 2025 Reduced 7.87%
$148B
$349 Million 0.34% of portfolio
1,388
Q3 2025 Added 1.46%
$75.3B
$333 Million 0.33% of portfolio
4,065
Q3 2025 New
$108B
$319 Million 0.32% of portfolio
1,088
Q3 2025 Reduced 10.6%
$95.7B
$288 Million 0.28% of portfolio
2,330
Q3 2025 Reduced 3.44%
$36.8B
$249 Million 0.25% of portfolio
4,384
Q3 2025 Reduced 27.86%
$159B
$256 Million 0.25% of portfolio
526
Q3 2025 Reduced 0.19%
$150B
$232 Million 0.23% of portfolio
2,089
Q1 2025 New
$65.5B
$211 Million 0.21% of portfolio
1,552
Q3 2025 New
$51.9B
$129 Million 0.13% of portfolio
10,782
Q3 2025 Reduced 23.56%

Summary

  • Portfolio
  • No. of Stocks 123
  • Current Value $101 Billion
  • Prior Value $87.8 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 22 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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