1y return+13.2%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $118 against $127 in the S&P 500.2
Partners Wealth Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AGOXStarboard Invt Tr | $7.7M | 7.5% | +4.3% |
| AAPLApple Inc | $7.1M | 7.0% | −7.6% |
| AMAXStarboard Invt Tr | $6.6M | 6.5% | +11.4% |
| RHRXStarboard Invt Tr | $4.8M | 4.7% | +11.3% |
| VNLAJanus Detroit Str Tr | $4.7M | 4.6% | +8.5% |
| BRK/BBerkshire Hathaway Inc Del | $3.3M | 3.3% | −1.5% |
| IVEIshares Tr | $2.9M | 2.8% | +6.6% |
| LLYEli Lilly & Co | $2.6M | 2.5% | −21.1% |
| IVWIshares Tr | $2.4M | 2.3% | +4.7% |
| NVDANvidia Corporation | $1.9M | 1.9% | |
| MSFTMicrosoft Corp | $1.8M | 1.8% | |
| AMZNAmazon Com Inc | $1.8M | 1.8% | −1.4% |
| VDEVanguard World Fd | $1.7M | 1.6% | |
| XTREBondbloxx Etf Trust | $1.6M | 1.6% | +2.3% |
| TAt&t Inc | $1.6M | 1.5% | −1.2% |
| VOOVanguard Index Fds | $1.5M | 1.5% | |
| QQQInvesco Qqq Tr | $1.4M | 1.4% | +1.6% |
| EMLPFirst Tr Exchange-traded Fd | $1.4M | 1.4% | |
| SDVYFirst Tr Exchange Traded Fd | $1.1M | 1.1% | |
| BYLDIshares Tr | $1.1M | 1.1% | −5.7% |
| SCHVSchwab Strategic Tr | $1.1M | 1.1% | −1.0% |
| FHLCFidelity Covington Trust | $1.1M | 1.1% | −1.3% |
| JPMJpmorgan Chase & Co | $1.1M | 1.0% | |
| DWXSpdr Index Shs Fds | $1.1M | 1.0% | +4.3% |
| GLWCorning Inc | $1.0M | 1.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMDAdvanced Micro Devices Inc | September 30, 2025 | +259.1% | $1.0M |
| GLWCorning Inc | September 30, 2025 | +211.4% | $1.0M |
| CATCaterpillar Inc | December 31, 2024 | +193.6% | $708K |
| LLYEli Lilly & Co | December 31, 2024 | +55.4% | $2.6M |
| NVDANvidia Corporation | December 31, 2024 | +49.0% | $1.9M |
| CSXCsx Corp | December 31, 2024 | +47.3% | $975K |
| QQQInvesco Qqq Tr | December 31, 2024 | +44.0% | $1.4M |
| RHRXStarboard Invt Tr | December 31, 2024 | +39.8% | $4.8M |
| DWASInvesco Exch Traded Fd Tr II | December 31, 2024 | +39.5% | $936K |
| JPMJpmorgan Chase & Co | December 31, 2024 | +36.6% | $1.1M |
Sold off last quarter
- Exxon Mobil CorpCUSIP 30231G102 was $2.1M
- Bondbloxx Etf TrustCUSIP 09789C606 was $1.0M
- Bondbloxx Etf TrustCUSIP 09789C309 was $814K
- Bondbloxx Etf TrustCUSIP 09789C507 was $450K
- Bondbloxx Etf TrustCUSIP 097890107 was $378K
- SUNSunoco Lp/sunoco Fin Corp was $240K
- GEVGe Vernova Inc was $217K
- SHLDGlobal X Fds was $213K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.9% | +14.8% |
| March 31, 2026 | −0.1% | −4.6% |
| December 31, 2025 | +0.2% | +2.4% |
| September 30, 2025 | +4.9% | +7.8% |
| June 30, 2025 | +5.1% | +10.5% |
| March 31, 2025 | −0.8% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Partners Wealth Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2054714&type=13F-HR&dateb=&owner=include&count=40CIK 2054714
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2054714/000121465926008734/Filed July 21, 2026 · accession 0001214659-26-008734