Partners Wealth Management, LLC Portfolio Holdings

Partners Wealth Management, LLC

  • $87.8 Billion
  • Q2 2025

Partners Wealth Management, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $87.8 Billion distributed in 114 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $5.75B, Berkshire Hathaway Inc Class B with a value of $4.48B, Starboard Invt Tr with a value of $4.46B, Eli Lilly & CO with a value of $2.34B, and At&T Inc. with a value of $2.32B.

Examining the 13F form we can see an decrease of $356M in the current position value, from $88.2B to 87.8B.

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 $87.8 Billion
ETFs: $38.4 Billion
Technology: $11.9 Billion
Financial Services: $7.21 Billion
Consumer Defensive: $4.04 Billion
Healthcare: $3.69 Billion
Energy: $2.87 Billion
Communication Services: $2.8 Billion
Consumer Cyclical: $2.73 Billion
Other: $2.99 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.45T
$5.75 Billion 6.54% of portfolio
25,757
Q1 2025 Added 0.09%
$622B
$4.48 Billion 5.1% of portfolio
8,404
Q1 2025 Reduced 1.18%
$0
$4.46 Billion 5.08% of portfolio
183,122
Q1 2025 Added 1.8%
$738B
$2.34 Billion 2.66% of portfolio
2,904
Q1 2025 Reduced 3.75%
$195B
$2.32 Billion 2.64% of portfolio
81,488
Q1 2025 Reduced 0.9%
$0
$2.27 Billion 2.59% of portfolio
304,637
Q2 2025 Reduced 0.71%
$0
$2.23 Billion 2.54% of portfolio
11,720
Q1 2025 Added 2.45%
$3.98B
$2.2 Billion 2.5% of portfolio
7,183
Q1 2025 Added 3.5%
-
$2.18 Billion 2.48% of portfolio
-
Q4 2024 New
$3.77T
$2.13 Billion 2.42% of portfolio
5,573
Q1 2025 Reduced 0.16%
$0
$1.64 Billion 1.86% of portfolio
12,567
Q1 2025 Reduced 1.18%
$0
$1.62 Billion 1.84% of portfolio
33,054
Q1 2025 Added 0.97%
$452B
$1.46 Billion 1.66% of portfolio
12,278
Q1 2025 Added 0.34%
$2.32T
$1.45 Billion 1.65% of portfolio
7,551
Q1 2025 Added 2.86%
$0
$1.44 Billion 1.63% of portfolio
40,916
Q1 2025 Reduced 1.22%
$0
$1.39 Billion 1.58% of portfolio
14,871
Q1 2025 Added 1.95%
-
$1.33 Billion 1.52% of portfolio
-
Q1 2025 Reduced 0.97%
$0
$1.31 Billion 1.49% of portfolio
13,047
Q1 2025 Reduced 22.64%
$0
$1.25 Billion 1.43% of portfolio
33,265
Q1 2025 Added 0.29%
$416B
$1.06 Billion 1.21% of portfolio
9,614
Q2 2025 Reduced 2.04%
$375B
$1.01 Billion 1.15% of portfolio
5,924
Q1 2025 Reduced 1.05%
$0
$1.01 Billion 1.15% of portfolio
21,783
Q4 2024 New
$0
$997 Million 1.14% of portfolio
14,869
Q1 2025 Added 2.5%
$0
$988 Million 1.13% of portfolio
21,180
Q1 2025 Reduced 0.35%
$0
$971 Million 1.11% of portfolio
10,329
Q1 2025 Added 4.25%
$0
$966 Million 1.1% of portfolio
25,621
Q1 2025 Added 5.05%
$855B
$954 Million 1.09% of portfolio
3,913
Q1 2025 Reduced 3.36%
$0
$945 Million 1.08% of portfolio
2,000
Q1 2025 Added 2.41%
$0
$946 Million 1.08% of portfolio
10,547
Q1 2025 Reduced 3.28%
J P Morgan Exchange Traded F
-
$911 Million 1.04% of portfolio
-
Q1 2025 Added 28.58%
$0
$888 Million 1.01% of portfolio
33,415
Q4 2024 New
$0
$882 Million 1.0% of portfolio
26,174
Q4 2024 New
$0
$871 Million 0.99% of portfolio
17,511
Q2 2025 Reduced 1.32%
$99.7B
$840 Million 0.96% of portfolio
24,852
Q1 2025 Added 2.38%
$0
$832 Million 0.95% of portfolio
21,601
Q1 2025 Reduced 1.0%
$0
$821 Million 0.93% of portfolio
15,995
Q1 2025 Added 1.01%
$0
$771 Million 0.88% of portfolio
9,376
Q1 2025 Added 0.49%
$301B
$768 Million 0.87% of portfolio
10,686
Q1 2025 Reduced 1.17%
Bondbloxx ETF Trust
-
$754 Million 0.86% of portfolio
-
Q2 2025 Reduced 0.66%
$74.1B
$712 Million 0.81% of portfolio
24,105
Q1 2025 Reduced 0.82%
$0
$665 Million 0.76% of portfolio
8,716
Q1 2025 Reduced 0.81%
$0
$639 Million 0.73% of portfolio
3,200
Q2 2025 Reduced 0.44%
$260B
$633 Million 0.72% of portfolio
7,124
Q1 2025 Reduced 2.3%
$0
$595 Million 0.68% of portfolio
8,307
Q1 2025 Added 4.73%
$0
$581 Million 0.66% of portfolio
18,520
Q1 2025 Added 35.46%
$104B
$552 Million 0.63% of portfolio
6,012
Q1 2025 Reduced 3.03%
Ishares Tr
-
$539 Million 0.61% of portfolio
-
Q4 2024 New
$0
$505 Million 0.57% of portfolio
4,205
Q4 2024 New
$107B
$503 Million 0.57% of portfolio
8,561
Q1 2025 Reduced 2.28%

Summary

  • Portfolio
  • No. of Stocks 114
  • Current Value $87.8 Billion
  • Prior Value $88.2 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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