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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
Page 3 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WMT WALMART INC Consumer Defensive 5,543.0 $689K 0.71% -62.0 -1.1% $124.28 -6.9%
42 XLY SELECT SECTOR SPDR TR 6,237.0 $680K 0.70% -102.0 -1.6% $108.99 +4.9%
43 IXC ISHARES TR 11,227.0 $647K 0.67% $57.61 -14.0%
44 CAT CATERPILLAR INC Industrials 852.0 $604K 0.62% $708.46 +40.8%
45 IYK ISHARES TR 8,457.0 $592K 0.61% $70.03 +5.2%
46 IJJ ISHARES TR 4,394.0 $582K 0.60% +100.0 +2.3% $132.50 +11.4%
47 XLG INVESCO EXCHANGE TRADED FD T 10,628.0 $580K 0.60% $54.55 +8.7%
48 MO ALTRIA GROUP INC Consumer Defensive 8,709.0 $575K 0.59% $65.99 +11.8%
49 GLW CORNING INC Technology 4,058.0 $552K 0.57% $135.95 +64.0%
50 IGHG PROSHARES TR 7,040.0 $547K 0.56% -2K -19.0% $77.66 +0.7%
51 CVX CHEVRON CORPORATION Energy 2,632.0 $545K 0.56% -106.0 -3.9% $206.93 -17.3%
52 DBE INVESCO DB MULTI-SECTOR COMM Financial Services 16,925.0 $499K 0.51% -4K -17.2% $29.47 -12.2%
53 PM PHILIP MORRIS INTL INC Consumer Defensive 2,994.0 $495K 0.51% -32.0 -1.1% $165.35 +9.3%
54 ITA ISHARES TR 2,220.0 $486K 0.50% -88.0 -3.8% $218.78 +8.2%
55 MS MORGAN STANLEY Financial Services 2,929.0 $482K 0.50% -82.0 -2.7% $164.57 +28.9%
56 VFMO VANGUARD WELLINGTON FD 2,438.0 $481K 0.49% -25.0 -1.0% $197.14 +22.3%
57 XHYT BONDBLOXX ETF TRUST 13,303.0 $450K 0.46% +700.0 +5.5% $33.81 -0.3%
58 IYR ISHARES TR 4,710.0 $445K 0.46% $94.57 +10.7%
59 SO SOUTHERN CO Utilities 4,549.0 $439K 0.45% -440.0 -8.8% $96.53 +0.7%
60 SPY STATE STR SPDR S&P 500 ETF T Financial Services 645.0 $419K 0.43% +20.0 +3.2% $650.34 +12.2%
Page 3 of 6  ·  109 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 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%