Portfolio (Quarterly) Guide ↗

PARTNERS WEALTH MANAGEMENT, LLC

· CIK 0002054714

13F Portfolio $102M AUM 108 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 7 New 18 Added 36 Reduced 8 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	XOM	EXXON MOBIL CORP	Energy	12,107	$2.1M	2.12%	SOLD
2	XHYI	BONDBLOXX ETF TRUST	—	27,972	$1.0M	1.08%	SOLD
3	XHYF	BONDBLOXX ETF TRUST	—	22,087	$814K	0.84%	SOLD
4	XHYT	BONDBLOXX ETF TRUST	—	13,303	$450K	0.46%	SOLD
5	XHYE	BONDBLOXX ETF TRUST	—	9,677	$378K	0.39%	SOLD
6	SUN	SUNOCO LP/SUNOCO FIN CORP	Energy	3,696	$240K	0.25%	SOLD
7	GEV	GE VERNOVA INC	Utilities	249	$217K	0.22%	SOLD
8	SHLD	GLOBAL X FDS	—	3,010	$213K	0.22%	SOLD

Sector Allocation

Technology 38.2%

Financial Services 18.1%

Consumer Defensive 9.4%

Healthcare 9.2%

Industrials 7.7%

Consumer Cyclical 6.1%

Communication Services 5.9%

Energy 3.8%

Utilities 1.7%