PARTNERS WEALTH MANAGEMENT, LLC
Q4 2025 13F Holdings
- Locationcarmel by the sea, CA
- Num holdings
214
- Value ($000)
$191,480
- Date Filed01/20/2026
- Form type13F-HR
- CIK0002054714
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
APPLE INC | COM | 037833100 | $7.22M | 8 % | 26,568 | ||
APPLE INC | COM | 037833100 | $7.22M | 8 % | 26,568 | ||
STARBOARD INVT TR | ADAPTIVE ALPHA | 85521B742 | $6.62M | 7 % | 231,670 | ||
STARBOARD INVT TR | ADAPTIVE ALPHA | 85521B742 | $6.62M | 7 % | 231,670 | ||
JANUS DETROIT STR TR | HENDRSN SHRT ETF | 47103U886 | $4.55M | 5 % | 92,538 | ||
JANUS DETROIT STR TR | HENDRSN SHRT ETF | 47103U886 | $4.55M | 5 % | 92,538 | ||
STARBOARD INVT TR | ADAPTIVE HDGD MU | 85521B783 | $4.45M | 5 % | 563,002 | ||
STARBOARD INVT TR | ADAPTIVE HDGD MU | 85521B783 | $4.45M | 5 % | 563,002 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $3.43M | 4 % | 6,820 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $3.43M | 4 % | 6,820 |
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