PARTNERS WEALTH MANAGEMENT, LLC: 13F holdings
CIK 20547142026Q2
| Positions | 108 |
|---|
| Reported value | $102.0m |
|---|
| Filed | 2026-07-21 |
|---|
Change since last quarter
| Positions | 108 (-1 vs prior quarter) |
|---|
| Reported value | $102.0m (+5.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AGOX STARBOARD INVT TR | 221,209 | $7.7m | 7.5% |
| AAPL APPLE INC | 24,584 | $7.1m | 7.0% |
| STARBOARD INVT TR | 892,491 | $6.6m | 6.5% |
| STARBOARD INVT TR | 216,965 | $4.8m | 4.7% |
| VNLA JANUS DETROIT STR TR | 96,144 | $4.7m | 4.6% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 6,658 | $3.3m | 3.3% |
| IVE ISHARES TR | 12,682 | $2.9m | 2.8% |
| LLY ELI LILLY & CO | 2,135 | $2.6m | 2.5% |
| IWF ISHARES TR | 17,325 | $2.4m | 2.3% |
| NVDA NVIDIA CORPORATION | 9,478 | $1.9m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2054714")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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