Filed: 10/28/2026ACC: 0001214659-26-013318
📋 What this filing means
PARTNERS WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 479 equity positions with a total reported market value of $961.43M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
479
Positions
$961.43M
Total AUM (reported)
16.85M
Total Shares
Allocation by class
COM$242.62M25.2%
COM CL A$60.32M6.3%
CL A$58.34M6.1%
ADAPTIVE ALPHA$31.92M3.3%
ADAPTIVE HDGD MU$28.65M3.0%
RH TACTICAL ROT$27.60M2.9%
CL A NEW$18.61M1.9%
Portfolio Concentration
Top 3$129.21M13.4%
4–10$190.53M19.8%
11–25$153.41M16.0%
Rest$488.29M50.8%
Top 3 weight
13.4%
Top 10 weight
33.3%
Voting Authority Distribution
Total shares with voting rights: 16.85M
Sole
Full voting authority
16.85M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole479
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings479
Rows:
NVIDIA CORPORATION
SOLEShares227.75K
TypeSH
Market value$52.09M
5.42%
Sole
227.75K
Shared
0.00
None
0.00
COINBASE GLOBAL INC
SOLEShares228.28K
TypeSH
Market value$42.55M
4.43%
Sole
228.28K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares47.67K
TypeSH
Market value$34.57M
3.60%
Sole
47.67K
Shared
0.00
None
0.00
APPLE INC
SOLEShares102.46K
TypeSH
Market value$34.12M
3.55%
Sole
102.46K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares130.66K
TypeSH
Market value$32.55M
3.39%
Sole
130.66K
Shared
0.00
None
0.00
STARBOARD INVT TR
SOLEShares956.77K
TypeSH
Market value$31.92M
3.32%
Sole
956.77K
Shared
0.00
None
0.00
STARBOARD INVT TR
SOLEShares3.88M
TypeSH
Market value$28.65M
2.98%
Sole
3.88M
Shared
0.00
None
0.00
STARBOARD INVT TR
SOLEShares1.29M
TypeSH
Market value$27.60M
2.87%
Sole
1.29M
Shared
0.00
None
0.00
STRATEGY INC
SOLEShares121.56K
TypeSH
Market value$18.61M
1.94%
Sole
121.56K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares49.62K
TypeSH
Market value$17.07M
1.78%
Sole
49.62K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares20.88K
TypeSH
Market value$15.47M
1.61%
Sole
20.88K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares27.23K
TypeSH
Market value$13.97M
1.45%
Sole
27.23K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares140.20K
TypeSH
Market value$12.63M
1.31%
Sole
140.20K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares46.40K
TypeSH
Market value$12.28M
1.28%
Sole
46.40K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares24.33K
TypeSH
Market value$11.12M
1.16%
Sole
24.33K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares15.68K
TypeSH
Market value$10.99M
1.14%
Sole
15.68K
Shared
0.00
None
0.00
ROBINHOOD MKTS INC
SOLEShares88.06K
TypeSH
Market value$9.91M
1.03%
Sole
88.06K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares15.76K
TypeSH
Market value$9.64M
1.00%
Sole
15.76K
Shared
0.00
None
0.00
BONDBLOXX ETF TRUST
SOLEShares189.04K
TypeSH
Market value$9.30M
0.97%
Sole
189.04K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares91.69K
TypeSH
Market value$9.23M
0.96%
Sole
91.69K
Shared
0.00
None
0.00
TRUST FOR PROFESSIONAL MANAG
SOLEShares254.46K
TypeSH
Market value$8.65M
0.90%
Sole
254.46K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares23.68K
TypeSH
Market value$8.07M
0.84%
Sole
23.68K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares39.97K
TypeSH
Market value$7.48M
0.78%
Sole
39.97K
Shared
0.00
None
0.00
NORTHERN LTS FD TR IV
SOLEShares104.13K
TypeSH
Market value$7.45M
0.77%
Sole
104.13K
Shared
0.00
None
0.00
CAPITOL SER TR
SOLEShares158.71K
TypeSH
Market value$7.23M
0.75%
Sole
158.71K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 227.75K | SH | $52.09M 5.42% | 227.75K | 0.00 | 0.00 |
COINBASE GLOBAL INCSOLE | COM CL A | 228.28K | SH | $42.55M 4.43% | 228.28K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 47.67K | SH | $34.57M 3.60% | 47.67K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 102.46K | SH | $34.12M 3.55% | 102.46K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 130.66K | SH | $32.55M 3.39% | 130.66K | 0.00 | 0.00 |
STARBOARD INVT TRSOLE | ADAPTIVE ALPHA | 956.77K | SH | $31.92M 3.32% | 956.77K | 0.00 | 0.00 |
STARBOARD INVT TRSOLE | ADAPTIVE HDGD MU | 3.88M | SH | $28.65M 2.98% | 3.88M | 0.00 | 0.00 |
STARBOARD INVT TRSOLE | RH TACTICAL ROT | 1.29M | SH | $27.60M 2.87% | 1.29M | 0.00 | 0.00 |
STRATEGY INCSOLE | CL A NEW | 121.56K | SH | $18.61M 1.94% | 121.56K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 49.62K | SH | $17.07M 1.78% | 49.62K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 20.88K | SH | $15.47M 1.61% | 20.88K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 27.23K | SH | $13.97M 1.45% | 27.23K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MRNGSTR GRWT ETF | 140.20K | SH | $12.63M 1.31% | 140.20K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 46.40K | SH | $12.28M 1.28% | 46.40K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 24.33K | SH | $11.12M 1.16% | 24.33K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 15.68K | SH | $10.99M 1.14% | 15.68K | 0.00 | 0.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 88.06K | SH | $9.91M 1.03% | 88.06K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 15.76K | SH | $9.64M 1.00% | 15.76K | 0.00 | 0.00 |
BONDBLOXX ETF TRUSTSOLE | BLOOMBERG ONE YR | 189.04K | SH | $9.30M 0.97% | 189.04K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-3 MTH TREASURY | 91.69K | SH | $9.23M 0.96% | 91.69K | 0.00 | 0.00 |
TRUST FOR PROFESSIONAL MANAGSOLE | CONVERGENCE LNG | 254.46K | SH | $8.65M 0.90% | 254.46K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 23.68K | SH | $8.07M 0.84% | 23.68K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 39.97K | SH | $7.48M 0.78% | 39.97K | 0.00 | 0.00 |
NORTHERN LTS FD TR IVSOLE | MAIN SECTR ROTN | 104.13K | SH | $7.45M 0.77% | 104.13K | 0.00 | 0.00 |
CAPITOL SER TRSOLE | HULL TACTICAL | 158.71K | SH | $7.23M 0.75% | 158.71K | 0.00 | 0.00 |
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