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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$5.75 Billion 6.54% of portfolio
25,757
Q1 2025 Added 0.09%
$621B
$4.48 Billion 5.1% of portfolio
8,404
Q1 2025 Reduced 1.18%
$608B
$2.34 Billion 2.66% of portfolio
2,904
Q1 2025 Reduced 3.75%
$203B
$2.32 Billion 2.64% of portfolio
81,488
Q1 2025 Reduced 0.9%
$3.68B
$2.2 Billion 2.5% of portfolio
7,183
Q1 2025 Added 3.5%
-
$2.18 Billion 2.48% of portfolio
-
Q4 2024 New
$3.95T
$2.13 Billion 2.42% of portfolio
5,573
Q1 2025 Reduced 0.16%
$442B
$1.46 Billion 1.66% of portfolio
12,278
Q1 2025 Added 0.34%
$2.26T
$1.45 Billion 1.65% of portfolio
7,551
Q1 2025 Added 2.86%
-
$1.33 Billion 1.52% of portfolio
-
Q1 2025 Reduced 0.97%
$456B
$1.06 Billion 1.21% of portfolio
9,614
Q2 2025 Reduced 2.04%
$368B
$1.01 Billion 1.15% of portfolio
5,924
Q1 2025 Reduced 1.05%
$859B
$954 Million 1.09% of portfolio
3,913
Q1 2025 Reduced 3.36%
$104B
$840 Million 0.96% of portfolio
24,852
Q1 2025 Added 2.38%
$306B
$768 Million 0.87% of portfolio
10,686
Q1 2025 Reduced 1.17%
$75.3B
$712 Million 0.81% of portfolio
24,105
Q1 2025 Reduced 0.82%
$102B
$552 Million 0.63% of portfolio
6,012
Q1 2025 Reduced 3.03%
$118B
$503 Million 0.57% of portfolio
8,561
Q1 2025 Reduced 2.28%
$261B
$481 Million 0.55% of portfolio
3,044
Q1 2025 Reduced 5.73%
$202B
$424 Million 0.48% of portfolio
2,836
Q1 2025 Reduced 7.47%
-
$407 Million 0.46% of portfolio
-
Q1 2025 Added 13.38%
$127B
$384 Million 0.44% of portfolio
2,276
Q1 2025 Reduced 15.98%
$210B
$390 Million 0.44% of portfolio
1,556
Q4 2024 New
$302B
$377 Million 0.43% of portfolio
5,281
Q1 2025 Added 2.17%
$124B
$373 Million 0.42% of portfolio
1,217
Q4 2024 New
$302B
$357 Million 0.41% of portfolio
2,121
Q1 2025 Reduced 2.71%
-
$360 Million 0.41% of portfolio
-
Q2 2025 Reduced 1.37%
$250B
$348 Million 0.4% of portfolio
3,009
Q4 2024 New
$452B
$333 Million 0.38% of portfolio
2,173
Q1 2025 Reduced 2.69%
$218B
$321 Million 0.37% of portfolio
970
Q4 2024 New
$152B
$320 Million 0.36% of portfolio
1,368
Q1 2025 Added 0.15%
$405B
$307 Million 0.35% of portfolio
841
Q4 2024 New
$222B
$304 Million 0.35% of portfolio
969
Q1 2025 Added 0.73%
$203B
$305 Million 0.35% of portfolio
3,505
Q1 2025 Reduced 16.65%
$95.8B
$292 Million 0.33% of portfolio
2,413
Q1 2025 Reduced 5.22%
$548B
$280 Million 0.32% of portfolio
510
Q4 2024 New
$551B
$278 Million 0.32% of portfolio
802
Q1 2025 Added 6.08%
$182B
$269 Million 0.31% of portfolio
527
Q1 2025 Reduced 0.19%
$37.5B
$258 Million 0.29% of portfolio
6,077
Q1 2025 Added 23.39%
$207B
$258 Million 0.29% of portfolio
2,646
Q4 2024 New
$306B
$256 Million 0.29% of portfolio
1,257
Q1 2025 Reduced 1.64%
$229B
$248 Million 0.28% of portfolio
1,883
Q4 2024 New
$150B
$232 Million 0.26% of portfolio
2,089
Q1 2025 New
$0
$225 Million 0.26% of portfolio
46,702
Q1 2025 Added 14.74%
$351B
$231 Million 0.26% of portfolio
1,122
Q1 2025 New
$1.78T
$217 Million 0.25% of portfolio
371
Q1 2025 Reduced 8.85%
$696M
$217 Million 0.25% of portfolio
15,858
Q4 2024 New
$53.7B
$209 Million 0.24% of portfolio
11,135
Q1 2025 Added 4.21%
$40.9B
$215 Million 0.24% of portfolio
2,849
Q1 2025 Added 1.46%

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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