PARTNERS WEALTH MANAGEMENT, LLC

Q1 2026 13F-HR Holdings

Location
Carmel By The Sea, CA
Holdings as of
3/31/2026
Date filed
4/23/2026
Form type
13F-HR
Num holdings
109
Total value ($000)
$97,046
Net value change ($000)
+1,306 (1.4%)
New positions
9
Sold out positions
7
Turnover %
4.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
AMAX 1,702 38.3%
RHRX 1,147 44.9%
XOM 595 40.8%
VDE 513 36.9%
LVHI 399 NEW
XLE 312 36.8%
T 280 14.4%
IDMO 243 NEW
SUN 240 NEW
GEV 217 NEW
Top Reduces (Value $000, Stocks/ETFs)
AGOX -968 -14.6%
MSFT -540 -22.6%
LLY -530 -17.5%
SPDW -473 -100.0%
AAPL -469 -6.5%
IHDG -397 -100.0%
ORCL -251 -100.0%
AXP -239 -100.0%
VNLA -216 -4.8%
AMZN -211 -11.6%
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