PARTNERS WEALTH MANAGEMENT, LLC

Q3 2026 13F-HR Holdings

Location
Carmel By The Sea, CA
Holdings as of
9/30/2026
Date filed
10/28/2026
Form type
13F-HR
Num holdings
479
Total value ($000)
$961,432
Net value change ($000)
+859,419 (842.5%)
New positions
374
Sold out positions
5
Turnover %
55.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
NVDA 50,192 2647.3%
COIN 42,554 NEW
META 34,571 NEW
AMZN 30,740 1695.5%
AAPL 27,008 379.6%
AGOX 24,254 316.3%
RHRX 22,814 477.1%
AMAX 22,047 333.8%
MSTR 17,962 2771.9%
GOOGL 16,755 5285.5%
Top Reduces (Value $000, Stocks/ETFs)
LVHI -397 -100.0%
IDMO -266 -100.0%
PH -220 -100.0%
EDIV -204 -100.0%
ET -193 -100.0%
DWAS -112 -12.0%
KORP -71 -8.0%
LOW -65 -21.0%
VFMO -59 -9.7%
POWA -36 -4.5%
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