Funds › Partners Wealth Management, LLC
Partners Wealth Management, LLC
13F for Q3 2026, filed Oct 28, 2026. 479 positions worth $961.4M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Oct 28, 2026
Reported value
$961.4M
+$859.4M (842.5%) vs Q2 2026
Positions
479
108 in Q2 2026
Top 10 share
33.3%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | NVDA NVIDIA Corporation | 227,754 | $52.1M | 5.4% | +2303% | 13F ↗ |
| 2 | COIN Coinbase Global, Inc. | 228,280 | $42.6M | 4.4% | New | 13F ↗ |
| 3 | META Meta Platforms, Inc. | 47,672 | $34.6M | 3.6% | New | 13F ↗ |
| 4 | AAPL Apple Inc. | 102,462 | $34.1M | 3.5% | +317% | 13F ↗ |
| 5 | AMZN Amazon.com, Inc. | 130,656 | $32.6M | 3.4% | +1618% | 13F ↗ |
| 6 | Starboard Invt Tr Adaptive Alpha | 956,775 | $31.9M | 3.3% | +333% | 13F ↗ |
| 7 | Starboard Invt Tr Adaptive Hdgd Mu | 3.88M | $28.7M | 3.0% | +335% | 13F ↗ |
| 8 | Starboard Invt Tr Rh Tactical Rot | 1.29M | $27.6M | 2.9% | +492% | 13F ↗ |
| 9 | MSTR Strategy Inc | 121,564 | $18.6M | 1.9% | +1530% | 13F ↗ |
| 10 | GOOGL Alphabet Inc. Class A | 49,617 | $17.1M | 1.8% | +5500% | 13F ↗ |
| 11 | Invesco Qqq Tr | 20,884 | $15.5M | 1.6% | +1009% | 13F ↗ |
| 12 | MSFT Microsoft Corporation | 27,229 | $14.0M | 1.5% | +450% | 13F ↗ |
| 13 | Vanguard Index Fds Mrngstr Grwt Etf | 140,197 | $12.6M | 1.3% | New | 13F ↗ |
| 14 | CRWD CrowdStrike Holdings, Inc. | 46,400 | $12.3M | 1.3% | New | 13F ↗ |
| 15 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 24,326 | $11.1M | 1.2% | New | 13F ↗ |
| 16 | Vanguard Index Fds S&P 500 Etf Shs | 15,676 | $11.0M | 1.1% | +616% | 13F ↗ |
| 17 | HOOD Robinhood Markets, Inc. | 88,058 | $9.9M | 1.0% | New | 13F ↗ |
| 18 | AMD Advanced Micro Devices, Inc. | 15,758 | $9.6M | 1.0% | +794% | 13F ↗ |
| 19 | Bondbloxx ETF Trust Bloomberg One Yr | 189,045 | $9.3M | 1.0% | New | 13F ↗ |
| 20 | iShares Tr 0-3 Mth Treasury | 91,689 | $9.2M | 1.0% | New | 13F ↗ |
| 21 | Trust For Professional Manag Convergence Lng | 254,461 | $8.7M | 0.9% | +4184% | 13F ↗ |
| 22 | GOOG Alphabet Inc. Class C | 23,679 | $8.1M | 0.8% | New | 13F ↗ |
| 23 | PLTR Palantir Technologies Inc. | 39,972 | $7.5M | 0.8% | New | 13F ↗ |
| 24 | Northern Lts Fd Tr IV Main Sectr Rotn | 104,132 | $7.5M | 0.8% | New | 13F ↗ |
| 25 | Capitol Ser Tr Hull Tactical | 158,705 | $7.2M | 0.8% | New | 13F ↗ |
| 26 | First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf | 182,009 | $6.8M | 0.7% | New | 13F ↗ |
| 27 | Vanguard World Fd Mrngstr Val Etf | 41,856 | $6.7M | 0.7% | New | 13F ↗ |
| 28 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 8,393 | $6.4M | 0.7% | +1207% | 13F ↗ |
| 29 | NBIS Nebius Group N.V. | 26,264 | $6.2M | 0.6% | New | 13F ↗ |
| 30 | IBIT iShares Bitcoin Trust ETF · Shs Ben Int | 130,042 | $6.2M | 0.6% | New | 13F ↗ |
| 31 | BRK-B Berkshire Hathaway Inc. Class B | 11,608 | $5.8M | 0.6% | +74.3% | 13F ↗ |
| 32 | Janus Detroit Str Tr Hendrsn Shrt Etf | 113,180 | $5.5M | 0.6% | +17.7% | 13F ↗ |
| 33 | TSLA Tesla, Inc. | 15,427 | $5.5M | 0.6% | New | 13F ↗ |
| 34 | Two Rds Shared Tr Affinity World | 114,185 | $5.3M | 0.6% | New | 13F ↗ |
| 35 | Schwab Strategic Tr Us Lcap Va Etf | 159,703 | $5.3M | 0.6% | +408% | 13F ↗ |
| 36 | Pimco ETF Tr Active Bd Etf | 60,399 | $5.3M | 0.5% | New | 13F ↗ |
| 37 | BGB Blackstone Strategic Credit 2027 Term Fund · Com Shs Ben In | 462,153 | $5.2M | 0.5% | New | 13F ↗ |
| 38 | LLY Eli Lilly and Company | 4,438 | $5.1M | 0.5% | +108% | 13F ↗ |
| 39 | iShares Tr Rus TP200 Gr Etf | 17,407 | $5.1M | 0.5% | New | 13F ↗ |
| 40 | Exchange Listed Fds Tr Saba Int Rate | 200,512 | $4.9M | 0.5% | New | 13F ↗ |
| 41 | Direxion Shares ETF Trust Direxion Hcm | 114,503 | $4.9M | 0.5% | New | 13F ↗ |
| 42 | Vanguard Index Fds Mrngstr Ttl Stk | 12,859 | $4.8M | 0.5% | New | 13F ↗ |
| 43 | Vanguard Index Fds Mrngstr Val Etf | 21,775 | $4.7M | 0.5% | New | 13F ↗ |
| 44 | Tidal Trust II Hilt Smal Mi Etf | 167,200 | $4.6M | 0.5% | New | 13F ↗ |
| 45 | Bondbloxx ETF Trust Bloomberg Six Mn | 90,959 | $4.6M | 0.5% | New | 13F ↗ |
| 46 | GLD SPDR Gold Shares · Gold Shs | 11,938 | $4.5M | 0.5% | +1354% | 13F ↗ |
| 47 | ANET Arista Networks, Inc. | 22,252 | $4.5M | 0.5% | New | 13F ↗ |
| 48 | Schwab Strategic Tr Us Lcap Gr Etf | 122,098 | $4.4M | 0.5% | New | 13F ↗ |
| 49 | Advisors Inner Circle Fd II Cullen Enhanced | 162,995 | $4.2M | 0.4% | New | 13F ↗ |
| 50 | iShares Tr Core S&P500 Etf | 5,528 | $4.2M | 0.4% | +1695% | 13F ↗ |
Showing the top 50 of 479 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
376 new, 94 added to, 8 trimmed, 5 exited, 1 unchanged. By estimated dollars.
New positions (376)
| COIN Coinbase Global, Inc. | 228,280 | New | $42.6M |
| META Meta Platforms, Inc. | 47,672 | New | $34.6M |
| Vanguard Index Fds Mrngstr Grwt Etf | 140,197 | New | $12.6M |
| CRWD CrowdStrike Holdings, Inc. | 46,400 | New | $12.3M |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | 24,326 | New | $11.1M |
| HOOD Robinhood Markets, Inc. | 88,058 | New | $9.9M |
| Bondbloxx ETF Trust Bloomberg One Yr | 189,045 | New | $9.3M |
| iShares Tr 0-3 Mth Treasury | 91,689 | New | $9.2M |
| GOOG Alphabet Inc. Class C | 23,679 | New | $8.1M |
| PLTR Palantir Technologies Inc. | 39,972 | New | $7.5M |
Added to (94)
| NVDA NVIDIA Corporation | 227,754 | +2303% | $49.9M |
| AMZN Amazon.com, Inc. | 130,656 | +1618% | $30.7M |
| AAPL Apple Inc. | 102,462 | +317% | $25.9M |
| Starboard Invt Tr Adaptive Alpha | 956,775 | +333% | $24.5M |
| Starboard Invt Tr Rh Tactical Rot | 1.29M | +492% | $22.9M |
| Starboard Invt Tr Adaptive Hdgd Mu | 3.88M | +335% | $22.1M |
| MSTR Strategy Inc | 121,564 | +1530% | $17.5M |
| GOOGL Alphabet Inc. Class A | 49,617 | +5500% | $16.8M |
| Invesco Qqq Tr | 20,884 | +1009% | $14.1M |
| MSFT Microsoft Corporation | 27,229 | +450% | $11.4M |
Trimmed (8)
| Vanguard World Fd Energy Etf | 10,820 | -1.7% | -$33.1K |
| American Centy ETF Tr Exchange Traded Fund | 18,289 | -2.9% | -$24.0K |
| LOW Lowe's Companies, Inc. | 1,325 | -5.6% | -$14.4K |
| Invesco Exch Trd Slf Idx Fd Etf | 8,891 | -1.7% | -$13.1K |
| Vanguard Wellington Fd Etf | 2,416 | -0.8% | -$4,315 |
| CSX CSX Corporation | 20,438 | -0.4% | -$3,814 |
| PLUG Plug Power, Inc. | 10,020 | -3.6% | -$728 |
| Fidelity Covington Trust Consmr Staples | 14,683 | -0.1% | -$661 |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
Search, sort and filter every position, with puts and calls on their own tab. Premium plan.
Every position, puts and calls. Part of Premium.
Compare two quarters
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Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Oct 28, 2026 | 13F-HR | 479 | $961.4M | Current | SEC ↗ |
| Q2 2026 | Jul 21, 2026 | 13F-HR | 108 | $102.0M | Current | SEC ↗ |
| Q1 2026 | Apr 24, 2026 | 13F-HR | 109 | $97.0M | Current | SEC ↗ |
| Q4 2025 | Jan 20, 2026 | 13F-HR | 107 | $95.7M | Current | SEC ↗ |
| Q3 2025 | Oct 29, 2025 | 13F-HR | 123 | $101.3M | Current | SEC ↗ |
| Q2 2025 | Jul 22, 2025 | 13F-HR | 114 | $87.8M | Current | SEC ↗ |
| Q1 2025 | Apr 17, 2025 | 13F-HR | 116 | $88.2M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer