PARTNERS WEALTH MANAGEMENT, LLC

Q3 2025 13F-HR Holdings

Location
Carmel By The Sea, CA
Holdings as of
9/30/2025
Date filed
10/29/2025
Form type
13F-HR
Num holdings
123
Total value ($000)
$101,301
Net value change ($000)
+13,462 (15.3%)
New positions
22
Sold out positions
13
Turnover %
11.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2025 Next filing: 1/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AGOX 2,539 56.9%
AMAX 1,779 78.3%
VNLA 1,497 92.5%
AAPL 1,123 19.5%
THIR 874 NEW
NVDA 838 79.1%
USFR 584 NEW
IBIT 568 271.8%
IVW 568 40.9%
MSFT 462 21.7%
Top Reduces (Value $000, Stocks/ETFs)
AMERICAN CENTURY ETF TRUST -1,436 -100.0%
BRK-B -952 -21.3%
IBMR -539 -100.0%
XLG -396 -39.3%
HELO -345 -37.9%
IBMQ -293 -100.0%
IBMP -293 -100.0%
IBMO -293 -100.0%
ABT -248 -100.0%
VDE -237 -14.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type