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 $200 Billions or more
