PARTNERS WEALTH MANAGEMENT, LLC

CIK

2054714

Location

CARMEL BY THE SEA, CA

Portfolio Value

Micro $41,802,341

Diversification

Diversified

Filing Date

Global Rank

#7,062 / 8,605 ▲ 98 · as of Mar 2026

Top Industry

Consumer Electronics 17.2%

3Y Alpha vs SPY

-4.9%

Period ended 3 months ago

Filed Apr 24, 2026 · 3mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+17.7%

SPY

+24.4%

Annualised alpha

-4.6%

Max drawdown

−16.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

56 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

16.2%

−0.9 pts

Top 5

40.1%

−2.5 pts

Top 10

57.2%

−2.8 pts

HHI

521

Diversified−48

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	31.1%	$12,986,362	9
Financial Services	15.0%	$6,251,763	9
Energy	9.8%	$4,110,961	6
Consumer Defensive	8.7%	$3,656,393	6
Healthcare	8.5%	$3,565,359	4
Communication Services	7.1%	$2,970,509	4
Industrials	6.5%	$2,712,582	8
Unclassified	6.3%	$2,629,861	5
Consumer Cyclical	5.3%	$2,205,032	3
Utilities	1.7%	$713,519	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

13 positions

Ticker	Company	Δ Shares	Shares	Value
GLD	Spdr Gold Trust	+210	861	$370,479
PEP	Pepsico Inc	+68	1,998	$310,269
MSFT	Microsoft Corp	+56	4,997	$1,849,739
AAPL	Apple Inc.	+44	26,612	$6,753,859
MO	Altria Group, Inc.	+40	8,709	$574,706
MRK	Merck & Co., Inc.	+25	3,079	$370,372
SPY	Spdr S&P 500 ETF Trust	+20	645	$419,469
SPGI	S&P Global Inc.	+19	545	$231,810
MSTR	Strategy Inc	+19	7,078	$883,334
LOW	Lowes Companies Inc	+15	1,403	$331,500
GOOGL	Alphabet Inc.	+11	976	$280,658
MA	Mastercard Inc	+1	473	$236,339
PSX	Phillips 66	+1	1,555	$283,289
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DBE	Invesco DB Energy Fund	−3,515	16,925	$498,779
BP	Bp PLC	−2,875	16,901	$794,347
T	At&T Inc.	−1,572	76,927	$2,230,113
VZ	Verizon Communications Inc	−1,000	4,846	$243,269
CSX	Csx Corp	−498	21,293	$874,077
SO	Southern Co	−440	4,549	$439,069
NVDA	Nvidia Corp	−350	9,502	$1,657,148
AVGO	Broadcom Inc.	−173	1,208	$373,888
AMZN	Amazon Com Inc	−160	7,715	$1,606,803
CVX	Chevron Corp	−106	2,632	$544,560
LLY	ELI LILLY & Co	−104	2,707	$2,489,817
DIS	Walt Disney Co	−100	2,246	$216,469
V	Visa Inc.	−95	799	$241,489
IBM	International Business Machines Corp	−84	1,390	$336,922
MS	Morgan Stanley	−82	2,929	$482,025
WMT	Walmart Inc.	−62	5,543	$688,884
BRK-B	Berkshire Hathaway Inc	−60	6,760	$3,239,392
QQQ	Invesco Qqq Trust, Series 1	−41	1,854	$1,070,091
RTX	RTX Corp	−41	1,155	$222,799
PM	Philip Morris International Inc.	−32	2,994	$495,027
PG	PROCTER & GAMBLE Co	−24	5,773	$833,852
XOM	Exxon Mobil Corp	−20	12,107	$2,054,073
JNJ	Johnson & Johnson	−2	1,659	$405,525
GLW	Corning Inc /Ny	−2	4,058	$551,766
JPM	Jpmorgan Chase & Co	−1	3,248	$955,431
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
SUN	Sunoco LP	3,696	$240,129
GEV	GE Vernova Inc.	249	$217,352
PH	Parker-Hannifin Corp	225	$201,429
ET	Energy Transfer LP	10,081	$194,563
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
ORCL	Oracle Corp	1,287	$250,849
AXP	American Express Co	647	$239,357
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

56 positions · $41,802,341 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 56 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	26,612	+44	$6,753,859	−6.5%	16.16%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	6,760	-60	$3,239,392	−5.5%	7.75%
LLY	ELI LILLY & Co Healthcare	Reduced	2,707	-104	$2,489,817	−17.6%	5.96%
T	At&T Inc. Communication Services	Reduced	76,927	-1,572	$2,230,113	+14.4%	5.33%
XOM	Exxon Mobil Corp Energy	Reduced	12,107	-20	$2,054,073	+40.8%	4.91%
MSFT	Microsoft Corp Technology	Added	4,997	+56	$1,849,739	−22.6%	4.42%
NVDA	Nvidia Corp Technology	Reduced	9,502	-350	$1,657,148	−9.8%	3.96%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	7,715	-160	$1,606,803	−11.6%	3.84%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,854	-41	$1,070,091	−8.1%	2.56%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	3,248	-1	$955,431	−8.7%	2.29%
MSTR	Strategy Inc Technology	Added	7,078	+19	$883,334	−17.6%	2.11%
CSX	Csx Corp Industrials	Reduced	21,293	-498	$874,077	+10.7%	2.09%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	5,773	-24	$833,852	+0.4%	1.99%
BP	Bp PLC Energy	Reduced	16,901	-2,875	$794,347	+15.7%	1.90%
KO	Coca Cola Co Consumer Defensive	Held	9,910	0	$753,655	+8.8%	1.80%
WMT	Walmart Inc. Consumer Defensive	Reduced	5,543	-62	$688,884	+10.3%	1.65%
CAT	Caterpillar Inc Industrials	Held	852	0	$603,607	+23.7%	1.44%
MO	Altria Group, Inc. Consumer Defensive	Added	8,709	+40	$574,706	+15.0%	1.37%
GLW	Corning Inc /Ny Technology	Reduced	4,058	-2	$551,766	+55.2%	1.32%
CVX	Chevron Corp Energy	Reduced	2,632	-106	$544,560	+30.5%	1.30%
DBE	Invesco DB Energy Fund	Reduced	16,925	-3,515	$498,779	+39.7%	1.19%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	2,994	-32	$495,027	+2.0%	1.18%
MS	Morgan Stanley Financial Services	Reduced	2,929	-82	$482,025	−9.8%	1.15%
SO	Southern Co Utilities	Reduced	4,549	-440	$439,069	+0.9%	1.05%
SPY	Spdr S&P 500 ETF Trust	Added	645	+20	$419,469	−1.6%	1.00%
JNJ	Johnson & Johnson Healthcare	Reduced	1,659	-2	$405,525	+18.0%	0.97%
AVGO	Broadcom Inc. Technology	Reduced	1,208	-173	$373,888	−21.8%	0.89%
GLD	Spdr Gold Trust	Added	861	+210	$370,479	+43.6%	0.89%
MRK	Merck & Co., Inc. Healthcare	Added	3,079	+25	$370,372	+15.2%	0.89%
AMD	Advanced Micro Devices Inc Technology	Held	1,763	0	$358,647	−5.0%	0.86%
WFC	Wells Fargo & Company/Mn Financial Services	Held	4,417	0	$351,637	−14.6%	0.84%
IBM	International Business Machines Corp Technology	Reduced	1,390	-84	$336,922	−22.8%	0.81%
LOW	Lowes Companies Inc Consumer Cyclical	Added	1,403	+15	$331,500	−1.0%	0.79%
PEP	Pepsico Inc Consumer Defensive	Added	1,998	+68	$310,269	+12.0%	0.74%
GILD	Gilead Sciences, Inc. Healthcare	Held	2,150	0	$299,645	+13.5%	0.72%
DAL	Delta Air Lines, Inc. Industrials	Held	4,384	0	$291,448	−4.2%	0.70%
PSX	Phillips 66 Energy	Added	1,555	+1	$283,289	+41.3%	0.68%
GOOGL	Alphabet Inc. Communication Services	Added	976	+11	$280,658	−7.1%	0.67%
GE	General Electric Co Industrials	Held	981	0	$278,378	−7.9%	0.67%
DUK	Duke Energy CORP Utilities	Reduced	2,096	-1	$274,450	+11.7%	0.66%
SIVR	abrdn Silver ETF Trust	Held	3,785	0	$271,043	+5.9%	0.65%
HD	Home Depot, Inc. Consumer Cyclical	Held	811	0	$266,729	−4.4%	0.64%
HSBC	Hsbc Holdings PLC Financial Services	Held	3,150	0	$259,843	+4.9%	0.62%
GS	Goldman Sachs Group Inc Financial Services	Held	300	0	$253,797	−3.8%	0.61%
VZ	Verizon Communications Inc Communication Services	Reduced	4,846	-1,000	$243,269	+2.2%	0.58%
V	Visa Inc. Financial Services	Reduced	799	-95	$241,489	−23.0%	0.58%
SUN	Sunoco LP Energy	NEW	3,696	NEW	$240,129	NEW	0.57%
MA	Mastercard Inc Financial Services	Added	473	+1	$236,339	−12.3%	0.57%
SPGI	S&P Global Inc. Financial Services	Added	545	+19	$231,810	−15.7%	0.55%
RTX	RTX Corp Industrials	Reduced	1,155	-41	$222,799	+1.6%	0.53%