Partners Wealth Management, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationcarmel by the sea, CA
- CIK0002054714
- All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
214 | $95.74M | AAPL, AAPL, AGOX, AGOX | 13F-HR | Jan 20, 2026 | 000121465926000618 | ||
123 | $101.3M | AGOX, AAPL, AMAX, BRK.B | 13F-HR | Oct 29, 2025 | 000121465925015484 | ||
114 | $87.84M | AAPL, BRK.B, AGOX, LLY | 13F-HR | Jul 22, 2025 | 000121465925010743 | ||
116 | $88.2M | AAPL, AGOX, BRK.B, LLY | 13F-HR | Apr 17, 2025 | 000121465925006036 | ||
112 | $87.91M | AAPL, AGOX, BRK.B, MSFT | 13F-HR | Feb 4, 2025 | 000121465925001854 |