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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 3 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XLG INVESCO EXCHANGE TRADED FD T 10,628.0 $651K 0.64% $61.23 +1.4%
42 IJJ ISHARES TR 4,394.0 $649K 0.64% $147.73 -0.1%
43 MSTR STRATEGY INC Technology 7,460.0 $648K 0.64% +382.0 +5.4% $86.93 +45.7%
44 IYK ISHARES TR 8,892.0 $646K 0.63% +435.0 +5.1% $72.66 +4.3%
45 WMT WALMART INC Consumer Defensive 5,545.0 $628K 0.62% $113.27 -7.5%
46 MO ALTRIA GROUP INC Consumer Defensive 8,676.0 $624K 0.61% $71.95 -5.7%
47 BP BP PLC Energy 16,876.0 $624K 0.61% $36.95 +16.6%
48 VFMO VANGUARD WELLINGTON FD 2,435.0 $608K 0.60% $249.51 -7.5%
49 MS MORGAN STANLEY Financial Services 2,826.0 $591K 0.58% -103.0 -3.5% $209.04 +3.0%
50 IGHG PROSHARES TR 7,040.0 $551K 0.54% $78.33 -0.7%
51 IXC ISHARES TR 11,167.0 $549K 0.54% -60.0 -0.5% $49.13 +16.9%
52 PM PHILIP MORRIS INTL INC Consumer Defensive 2,994.0 $542K 0.53% $180.93 +6.5%
53 ARTY ISHARES TR 7,010.0 $534K 0.52% -200.0 -2.8% $76.16 -2.8%
54 FNDF SCHWAB STRATEGIC TR 9,990.0 $527K 0.52% +1K +16.9% $52.76 +5.8%
55 IYR ISHARES TR 4,710.0 $482K 0.47% $102.26 +3.0%
56 SPY STATE STR SPDR S&P 500 ETF T Financial Services 642.0 $479K 0.47% $746.42 +2.6%
57 ITA ISHARES TR 1,913.0 $464K 0.46% -307.0 -13.8% $242.47 -3.4%
58 DBE INVESCO DB MULTI-SECTOR COMM Financial Services 16,967.0 $445K 0.44% $26.22 +21.3%
59 AVGO BROADCOM INC Technology 1,165.0 $440K 0.43% -43.0 -3.6% $377.61 -4.7%
60 CVX CHEVRON CORPORATION Energy 2,632.0 $436K 0.43% $165.79 +21.4%
Page 3 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%