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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$104B
$840 Million 0.96% of portfolio
24,852
Q1 2025 Added 2.38%
$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%
$127B
$384 Million 0.44% of portfolio
2,276
Q1 2025 Reduced 15.98%
$124B
$373 Million 0.42% of portfolio
1,217
Q4 2024 New
$152B
$320 Million 0.36% of portfolio
1,368
Q1 2025 Added 0.15%
$95.8B
$292 Million 0.33% of portfolio
2,413
Q1 2025 Reduced 5.22%
$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%
$150B
$232 Million 0.26% of portfolio
2,089
Q1 2025 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%
$44.4B
$140 Million 0.16% of portfolio
14,105
Q2 2025 Added 1.45%

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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