PARTNERS WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Carmel By The Sea, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 102,013
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/21/2026 | 108 | 102,013 | 13F-HR | PARTNERS WEALTH MANAGEMENT, LLC |
| Q1 2026 | 4/23/2026 | 109 | 97,046 | 13F-HR | PARTNERS WEALTH MANAGEMENT, LLC |
| Q4 2025 | 1/20/2026 | 107 | 95,740 | 13F-HR | PARTNERS WEALTH MANAGEMENT, LLC |
| Q3 2025 | 10/29/2025 | 123 | 101,301 | 13F-HR | PARTNERS WEALTH MANAGEMENT, LLC |
| Q2 2025 | 7/22/2025 | 114 | 87,839 | 13F-HR | PARTNERS WEALTH MANAGEMENT, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 63.24 K | 63.0% | 5.055 K | 0 | 5.055 K |
| ETFs | 37.21 K | 37.0% | 0 | 131 | -131 |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
102,013
Holdings
108
QoQ value change ($000)
4,967
(5.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.