PARTNERS WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Carmel By The Sea, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 95,740
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 71.41 K | 75.9% | 0 | 7.068 K | -7.068 K |
| ETFs | 20.02 K | 21.3% | 750 | 0 | 750 |
| Other | 2.61 K | 2.8% | 675 | 0 | 675 |
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Fund Snapshot
Q4 2025
Latest filed
1/20/2026
Total value ($000)
95,740
Holdings
107
QoQ value change ($000)
-5,561
(-5.5%)
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.