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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 4 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FNDF SCHWAB STRATEGIC TR 8,548.0 $418K 0.43% +786.0 +10.1% $48.93 +7.4%
62 JNJ JOHNSON & JOHNSON Healthcare 1,659.0 $406K 0.42% $244.44 +4.2%
63 LVHI LEGG MASON ETF INVT 9,831.0 $399K 0.41% NEW $40.54 +0.2%
64 XHYE BONDBLOXX ETF TRUST 9,677.0 $378K 0.39% +604.0 +6.7% $39.05 +0.1%
65 IWB ISHARES TR 1,052.0 $375K 0.39% -300.0 -22.2% $356.56 +12.3%
66 AVGO BROADCOM INC Technology 1,208.0 $374K 0.39% -173.0 -12.5% $309.51 +17.9%
67 SCHD SCHWAB STRATEGIC TR 12,095.0 $371K 0.38% $30.68 +4.5%
68 GLD SPDR GOLD TR Financial Services 861.0 $371K 0.38% +210.0 +32.3% $430.37 -13.2%
69 MRK MERCK & CO INC Healthcare 3,079.0 $370K 0.38% +25.0 +0.8% $120.29 +6.7%
70 AMD ADVANCED MICRO DEVICES INC Technology 1,763.0 $359K 0.37% $203.43 +156.4%
71 WFC WELLS FARGO & CO Financial Services 4,417.0 $352K 0.36% $79.61 +5.4%
72 FYX FIRST TR EXCHANGE-TRADED ALP 2,924.0 $349K 0.36% +50.0 +1.7% $119.35 +19.8%
73 VNQ VANGUARD INDEX FDS 3,888.0 $345K 0.35% -400.0 -9.3% $88.71 +11.2%
74 IBM INTERNATIONAL BUSINESS MACHS Technology 1,390.0 $337K 0.35% -84.0 -5.7% $242.39 +12.1%
75 ARTY ISHARES TR 7,210.0 $335K 0.35% -75.0 -1.0% $46.53 +55.3%
76 LOW LOWES COS INC Consumer Cyclical 1,403.0 $331K 0.34% +15.0 +1.1% $236.24 -5.8%
77 PEP PEPSICO INC Consumer Defensive 1,998.0 $310K 0.32% +68.0 +3.5% $155.33 -9.0%
78 GILD GILEAD SCIENCES INC Healthcare 2,150.0 $300K 0.31% $139.37 -8.2%
79 DAL DELTA AIR LINES INC Industrials 4,384.0 $291K 0.30% $66.48 +39.2%
80 PSX PHILLIPS 66 Energy 1,555.0 $283K 0.29% $182.20 -5.8%
Page 4 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%