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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 2 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ITA ISHARES TR 1,913.0 $464K 0.46% -307.0 -13.8% $242.47 -3.4%
22 AVGO BROADCOM INC Technology 1,165.0 $440K 0.43% -43.0 -3.6% $377.61 -5.5%
23 IWB ISHARES TR 1,027.0 $421K 0.41% -25.0 -2.4% $409.50 +2.5%
24 LVHI LEGG MASON ETF INVT 9,780.0 $397K 0.39% -51.0 -0.5% $40.59 +6.5%
25 IBM INTERNATIONAL BUSINESS MACHS Technology 1,373.0 $386K 0.38% -17.0 -1.2% $281.21 -16.7%
26 VNQ VANGUARD INDEX FDS 3,501.0 $338K 0.33% -387.0 -9.9% $96.43 +2.9%
27 GOOGL ALPHABET INC Communication Services 886.0 $317K 0.31% -90.0 -9.2% $357.37 -2.9%
28 GLD SPDR GOLD TR Financial Services 821.0 $303K 0.30% -40.0 -4.7% $368.45 +16.2%
29 V VISA INC Financial Services 741.0 $254K 0.25% -58.0 -7.3% $343.27 +11.9%
30 DUK DUKE ENERGY CORP NEW Utilities 1,994.0 $252K 0.25% -102.0 -4.9% $126.58 -3.9%
31 PSX PHILLIPS 66 Energy 1,428.0 $241K 0.24% -127.0 -8.2% $169.01 +40.2%
32 MA MASTERCARD INCORPORATED Financial Services 469.0 $241K 0.24% -4.0 -0.8% $513.60 +16.7%
33 GE GE AEROSPACE Industrials 636.0 $238K 0.23% -345.0 -35.2% $373.64 -6.4%
34 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,061.0 $238K 0.23% -27.0 -2.5% $223.95 +26.3%
35 DIS DISNEY WALT CO Communication Services 2,181.0 $210K 0.21% -65.0 -2.9% $96.25 +15.6%
36 EDIV SPDR INDEX SHS FDS 4,990.0 $204K 0.20% -94.0 -1.9% $40.96 +3.4%
Page 2 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%