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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 6 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DIS DISNEY WALT CO Communication Services 2,181.0 $210K 0.21% -65.0 -2.9% $96.25 +15.7%
102 THIR THOR FINL TECHNOLOGIES TR 5,938.0 $205K 0.20% NEW $34.50 -0.7%
103 EDIV SPDR INDEX SHS FDS 4,990.0 $204K 0.20% -94.0 -1.9% $40.96 +3.2%
104 CLSE TRUST FOR PROFESSIONAL MANAG 5,940.0 $203K 0.20% NEW $34.13 -2.4%
105 FPE FIRST TR EXCH TRADED FD III 11,331.0 $203K 0.20% $17.88 -1.1%
106 AXP AMERICAN EXPRESS CO Financial Services 597.0 $202K 0.20% NEW $338.25 -0.4%
107 ET ENERGY TRANSFER L P Energy 10,101.0 $193K 0.19% $19.12 +10.1%
108 PLUG PLUG PWR INC Industrials 10,395.0 $28K 0.03% $2.71 -16.6%
Page 6 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%