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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
Page 1 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 24,584.0 $7.1M 6.97% -2K -7.6% $289.36 +6.7%
2 BERKSHIRE HATHAWAY INC DEL 6,658.0 $3.3M 3.27% -102.0 -1.5% $500.36
3 LLY ELI LILLY & CO Healthcare 2,135.0 $2.6M 2.51% -572.0 -21.1% $1199.22 +3.4%
4 MSFT MICROSOFT CORP Technology 4,951.0 $1.8M 1.81% -46.0 -0.9% $373.01 +31.5%
5 AMZN AMAZON COM INC Consumer Cyclical 7,605.0 $1.8M 1.78% -110.0 -1.4% $238.33 +9.4%
6 T AT&T INC Communication Services 75,973.0 $1.6M 1.54% -954.0 -1.2% $20.70 +24.6%
7 SDVY FIRST TR EXCHANGE TRADED FD 26,358.0 $1.1M 1.11% -150.0 -0.6% $43.14 +1.4%
8 BYLD ISHARES TR 50,093.0 $1.1M 1.11% -3K -5.7% $22.65 -1.1%
9 SCHV SCHWAB STRATEGIC TR 31,412.0 $1.1M 1.07% -330.0 -1.0% $34.81 +0.3%
10 FIDELITY COVINGTON TRUST 13,935.0 $1.1M 1.05% -189.0 -1.3% $77.25
11 GLW CORNING INC Technology 4,029.0 $1.0M 1.01% -29.0 -0.7% $255.40 -42.7%
12 XLE SELECT SECTOR SPDR TR 18,698.0 $993K 0.97% -227.0 -1.2% $53.11 +17.7%
13 IXJ ISHARES TR 9,931.0 $977K 0.96% -65.0 -0.7% $98.38 +9.2%
14 CSX CSX CORP Industrials 20,520.0 $975K 0.96% -773.0 -3.6% $47.53 +8.5%
15 KORP AMERICAN CENTY ETF TR 18,830.0 $882K 0.86% -174.0 -0.9% $46.85 -1.6%
16 FSTA FIDELITY COVINGTON TRUST 14,696.0 $772K 0.76% -82.0 -0.6% $52.54 +3.7%
17 CAT CATERPILLAR INC Industrials 665.0 $708K 0.69% -187.0 -21.9% $1064.90 -23.8%
18 MS MORGAN STANLEY Financial Services 2,826.0 $591K 0.58% -103.0 -3.5% $209.04 +3.8%
19 IXC ISHARES TR 11,167.0 $549K 0.54% -60.0 -0.5% $49.13 +16.5%
20 ARTY ISHARES TR 7,010.0 $534K 0.52% -200.0 -2.8% $76.16 -2.8%
Page 1 of 2  ·  36 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%