PARTNERS WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Carmel By The Sea, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 97,046
- 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 |
|---|---|---|---|---|---|
| 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 | 58.18 K | 60.9% | 0 | 13.23 K | -13.23 K |
| ETFs | 37.35 K | 39.1% | 17.33 K | 0 | 17.33 K |
| Other | 0 | 0.0% | 0 | 2.61 K | -2.61 K |
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Fund Snapshot
Q1 2026
Latest filed
4/23/2026
Total value ($000)
97,046
Holdings
109
QoQ value change ($000)
1,306
(1.4%)
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.