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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 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHV SCHWAB STRATEGIC TR 31,412.0 $1.1M 1.07% -330.0 -1.0% $34.81 +0.2%
22 FIDELITY COVINGTON TRUST 13,935.0 $1.1M 1.05% -189.0 -1.3% $77.25
23 JPM JPMORGAN CHASE & CO Financial Services 3,248.0 $1.1M 1.04% $327.33 +8.6%
24 DWX SPDR INDEX SHS FDS 23,104.0 $1.1M 1.04% +945.0 +4.3% $45.96 +5.3%
25 GLW CORNING INC Technology 4,029.0 $1.0M 1.01% -29.0 -0.7% $255.40 -42.3%
26 AMD ADVANCED MICRO DEVICES INC Technology 1,763.0 $1.0M 1.00% $580.88 -17.4%
27 XCCC BONDBLOXX ETF TRUST 27,667.0 $1.0M 0.99% +990.0 +3.7% $36.57 -2.1%
28 XLF SELECT SECTOR SPDR TR 18,653.0 $1000K 0.98% +1K +6.6% $53.61 +8.4%
29 XLE SELECT SECTOR SPDR TR 18,698.0 $993K 0.97% -227.0 -1.2% $53.11 +17.8%
30 IXJ ISHARES TR 9,931.0 $977K 0.96% -65.0 -0.7% $98.38 +9.2%
31 CSX CSX CORP Industrials 20,520.0 $975K 0.96% -773.0 -3.6% $47.53 +8.5%
32 DWAS INVESCO EXCH TRADED FD TR II 7,349.0 $936K 0.92% +151.0 +2.1% $127.31 -10.8%
33 KORP AMERICAN CENTY ETF TR 18,830.0 $882K 0.86% -174.0 -0.9% $46.85 -1.7%
34 PG PROCTER & GAMBLE CO Consumer Defensive 5,774.0 $847K 0.83% $146.64 -0.8%
35 KO COCA COLA CO Consumer Defensive 9,910.0 $805K 0.79% $81.27 +12.6%
36 POWA INVESCO EXCH TRD SLF IDX FD 9,043.0 $803K 0.79% $88.84 +3.1%
37 ALL ALLSTATE CORP Financial Services 3,307.0 $787K 0.77% NEW $237.91 +8.1%
38 FSTA FIDELITY COVINGTON TRUST 14,696.0 $772K 0.76% -82.0 -0.6% $52.54 +3.4%
39 XLY SELECT SECTOR SPDR TR 6,372.0 $747K 0.73% +135.0 +2.2% $117.29 +0.7%
40 CAT CATERPILLAR INC Industrials 665.0 $708K 0.69% -187.0 -21.9% $1064.90 -23.8%
Page 2 of 6  ·  108 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%