PARTNERS WEALTH MANAGEMENT, LLC

Q2 2026 13F-HR Holdings

Location
Carmel By The Sea, CA
Holdings as of
6/30/2026
Date filed
7/21/2026
Form type
13F-HR
Num holdings
108
Total value ($000)
$102,013
Net value change ($000)
+4,967 (5.1%)
New positions
7
Sold out positions
8
Turnover %
7.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 2,019 35.7%
RHRX 1,079 29.1%
ALL 787 NEW
AMD 665 185.2%
IVW 511 27.3%
GLW 477 86.4%
AMAX 454 7.4%
IVE 368 14.6%
VNLA 367 8.5%
AAPL 360 5.3%
Top Reduces (Value $000, Stocks/ETFs)
XOM -2,054 -100.0%
XHYI -1,046 -100.0%
XHYF -814 -100.0%
T -657 -29.5%
XHYT -450 -100.0%
XHYE -378 -100.0%
VDE -252 -13.2%
SUN -240 -100.0%
MSTR -235 -26.6%
GEV -217 -100.0%
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