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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 4 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SO SOUTHERN CO Utilities 4,549.0 $435K 0.43% $95.72 -6.0%
62 FYX FIRST TR EXCHANGE-TRADED ALP 2,924.0 $422K 0.41% $144.30 -0.7%
63 JNJ JOHNSON & JOHNSON Healthcare 1,659.0 $421K 0.41% $253.97 +7.5%
64 IWB ISHARES TR 1,027.0 $421K 0.41% -25.0 -2.4% $409.50 +2.5%
65 DAL DELTA AIR LINES INC Industrials 4,384.0 $411K 0.40% $93.66 -10.7%
66 LVHI LEGG MASON ETF INVT 9,780.0 $397K 0.39% -51.0 -0.5% $40.59 +6.5%
67 MRK MERCK & CO INC Healthcare 3,079.0 $396K 0.39% $128.50 +21.7%
68 IBM INTERNATIONAL BUSINESS MACHS Technology 1,373.0 $386K 0.38% -17.0 -1.2% $281.21 -16.7%
69 SCHD SCHWAB STRATEGIC TR 12,095.0 $384K 0.38% $31.71 +10.7%
70 WFC WELLS FARGO & CO Financial Services 4,417.0 $365K 0.36% $82.64 +2.6%
71 VB VANGUARD INDEX FDS 1,172.0 $355K 0.35% +197.0 +20.2% $303.22 -0.1%
72 VNQ VANGUARD INDEX FDS 3,501.0 $338K 0.33% -387.0 -9.9% $96.43 +2.9%
73 GOOGL ALPHABET INC Communication Services 886.0 $317K 0.31% -90.0 -9.2% $357.37 -2.9%
74 LOW LOWES COS INC Consumer Cyclical 1,403.0 $309K 0.30% $220.45 -2.7%
75 IXG ISHARES TR 2,467.0 $307K 0.30% $124.51 +8.4%
76 GS GOLDMAN SACHS GROUP INC Financial Services 300.0 $303K 0.30% $1011.37 +4.7%
77 GLD SPDR GOLD TR Financial Services 821.0 $303K 0.30% -40.0 -4.7% $368.45 +16.2%
78 MU MICRON TECHNOLOGY INC Technology 261.0 $302K 0.30% NEW $1155.45 -19.3%
79 HSBC HSBC HLDGS PLC Financial Services 3,150.0 $300K 0.29% $95.09 +9.8%
80 HD HOME DEPOT INC Consumer Cyclical 814.0 $287K 0.28% $352.68 -4.2%
Page 4 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%