PARTNERS WEALTH MANAGEMENT, LLC
•CIK: 2054714•Filing: Q4 2025
**PARTNERS WEALTH MANAGEMENT, LLC** manages $96M across a diversified portfolio of 107 positions. The fund exhibits notable concentration in technology and real estate, highlighted by top holdings including AAPL ($7.2M) and AGOX ($6.6M). Further allocations include significant exposure to fixed income and healthcare, evidenced by positions in VNLA ($4.5M) and LLY ($3.0M). This structure suggests a tactical approach balancing large-cap tech growth with defensive sector allocations.
Total AUM
$95.7M
QoQ Performance
-5.5%
Positions
75
Top 10 Concentration
40.4%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
AGOX
AAPL7.5%
AGOX6.9%
VNLA4.7%
AMAX4.6%
BRK/B3.6%
LLY3.2%
RHRX2.7%
IVE2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other63.0%
Technology13.9%
Financial6.5%
Healthcare4.1%
Consumer3.2%
Communication2.3%
ETF2.2%
Consumer Staples1.5%
🚪 Exited Positionssold since Q3 2025
+14 more exited positions
Changes from Q3 2025
NEW3 new positions
↑30 increased
↓53 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024