Portfolio (Quarterly) Guide ↗

PARTNERS WEALTH MANAGEMENT, LLC

· CIK 0002054714

13F Portfolio $97M AUM 109 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 9 New 21 Added 38 Reduced 7 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SPDW	SPDR INDEX SHS FDS	—	10,660	$473K	0.49%	SOLD
2	IHDG	WISDOMTREE TR	—	8,167	$397K	0.41%	SOLD
3	ORCL	ORACLE CORP	Technology	1,287	$251K	0.26%	SOLD
4	AXP	AMERICAN EXPRESS CO	Financial Services	647	$239K	0.25%	SOLD
5	MUB	ISHARES TR	—	1,953	$209K	0.22%	SOLD
6	AGG	ISHARES TR	—	2,061	$206K	0.21%	SOLD
7	BUYW	NORTHERN LTS FD TR IV	—	13,827	$198K	0.21%	SOLD

Sector Allocation

Technology 33.1%

Financial Services 14.6%

Energy 10.7%

Consumer Defensive 9.5%

Healthcare 9.2%

Communication Services 7.7%

Industrials 7.0%

Consumer Cyclical 5.7%

Utilities 2.4%