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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 5 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GILD GILEAD SCIENCES INC Healthcare 2,150.0 $272K 0.27% $126.34 +17.8%
82 PEP PEPSICO INC Consumer Defensive 2,000.0 $271K 0.27% $135.42 +5.0%
83 IDMO INVESCO EXCH TRADED FD TR II 4,411.0 $266K 0.26% $60.29 +5.2%
84 IJR ISHARES TR 1,793.0 $266K 0.26% $148.31 -1.1%
85 V VISA INC Financial Services 741.0 $254K 0.25% -58.0 -7.3% $343.27 +11.9%
86 DUK DUKE ENERGY CORP NEW Utilities 1,994.0 $252K 0.25% -102.0 -4.9% $126.58 -3.9%
87 TXN TEXAS INSTRS INC Technology 836.0 $249K 0.24% NEW $298.07 -12.8%
88 PSX PHILLIPS 66 Energy 1,428.0 $241K 0.24% -127.0 -8.2% $169.01 +40.1%
89 MA MASTERCARD INCORPORATED Financial Services 469.0 $241K 0.24% -4.0 -0.8% $513.60 +16.7%
90 GE GE AEROSPACE Industrials 636.0 $238K 0.23% -345.0 -35.2% $373.64 -6.4%
91 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,061.0 $238K 0.23% -27.0 -2.5% $223.95 +26.3%
92 IVV ISHARES TR 308.0 $231K 0.23% $749.46 +2.7%
93 SPGI S&P GLOBAL INC Financial Services 545.0 $222K 0.22% $407.26 +6.3%
94 VZ VERIZON COMMUNICATIONS INC Communication Services 5,199.0 $220K 0.22% +353.0 +7.3% $42.34 +18.6%
95 PH PARKER-HANNIFIN CORP Industrials 225.0 $220K 0.22% $978.12 +3.9%
96 RTX RTX CORPORATION Industrials 1,156.0 $219K 0.21% $189.66 +10.9%
97 DVY ISHARES TR 1,389.0 $217K 0.21% $156.34 +5.0%
98 ADI ANALOG DEVICES INC Technology 544.0 $216K 0.21% NEW $397.17 -5.9%
99 VRP INVESCO EXCH TRADED FD TR II 8,776.0 $213K 0.21% $24.31 -0.7%
100 SIVR ABRDN SILVER ETF TRUST Financial Services 3,785.0 $213K 0.21% $56.22 +16.5%
Page 5 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%