Partners Wealth Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 28, 2026, Partners Wealth Management, Llc disclosed 477 stock positions valued at approximately $961.43M as of quarter-end September 30, 2026. The largest holdings include NVIDIA CORPORATION, COINBASE GLOBAL INC, and META PLATFORMS INC.
- Report Period
- September 30, 2026
- No. of Stocks
- 477
- Portfolio Value
- $961.43M
Holdings by Sector
Partners Wealth Management, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 5.42% | 227,754 | +218,276 | +2302.98% | $52,087,554 |
| COINBASE GLOBAL INC | COIN | Financial Services | 4.43% | 228,280 | +228,280 | +100.00% | $42,553,678 |
| META PLATFORMS INC | META | Communication Services | 3.60% | 47,672 | +47,672 | +100.00% | $34,570,802 |
| APPLE INC | AAPL | Technology | 3.55% | 102,462 | +77,878 | +316.78% | $34,121,918 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.39% | 130,656 | +123,051 | +1618.03% | $32,552,831 |
| STARBOARD INVT TR | AGOX | Other | 3.32% | 956,775 | +735,566 | +332.52% | $31,921,068 |
| STARBOARD INVT TR | AMAX | Other | 2.98% | 3,882,308 | +2,989,817 | +335.00% | $28,651,435 |
| STARBOARD INVT TR | RHRX | Other | 2.87% | 1,285,309 | +1,068,344 | +492.40% | $27,595,591 |
| STRATEGY INC | MSTR | Technology | 1.94% | 121,564 | +114,104 | +1529.54% | $18,610,233 |
| ALPHABET INC | GOOGL | Communication Services | 1.78% | 49,617 | +48,731 | +5500.11% | $17,072,339 |
| INVESCO QQQ TR | QQQ | Other | 1.61% | 20,884 | +19,001 | +1009.08% | $15,465,025 |
| MICROSOFT CORP | MSFT | Technology | 1.45% | 27,229 | +22,278 | +449.97% | $13,965,661 |
| VANGUARD INDEX FDS | VUG | Other | 1.31% | 140,197 | +140,197 | +100.00% | $12,633,117 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 1.28% | 46,400 | +46,400 | +100.00% | $12,284,400 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 1.16% | 24,326 | +24,326 | +100.00% | $11,116,415 |
| VANGUARD INDEX FDS | VOO | Other | 1.14% | 15,676 | +13,487 | +616.13% | $10,986,348 |
| ROBINHOOD MKTS INC | HOOD | Financial Services | 1.03% | 88,058 | +88,058 | +100.00% | $9,906,520 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.00% | 15,758 | +13,995 | +793.82% | $9,640,057 |
| BONDBLOXX ETF TRUST | XONE | Other | 0.97% | 189,045 | +189,045 | +100.00% | $9,299,110 |
| ISHARES TR | SGOV | Other | 0.96% | 91,689 | +91,689 | +100.00% | $9,231,220 |
| TRUST FOR PROFESSIONAL MANAG | CLSE | Other | 0.90% | 254,461 | +248,521 | +4183.86% | $8,654,219 |
| ALPHABET INC | GOOG | Communication Services | 0.84% | 23,679 | +23,679 | +100.00% | $8,068,231 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.78% | 39,972 | +39,972 | +100.00% | $7,476,771 |
| NORTHERN LTS FD TR IV | SECT | Other | 0.77% | 104,132 | +104,132 | +100.00% | $7,450,628 |
| CAPITOL SER TR | HTUS | Other | 0.75% | 158,705 | +158,705 | +100.00% | $7,228,992 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 0.71% | 182,009 | +182,009 | +100.00% | $6,819,859 |
| VANGUARD WORLD FD | MGV | Other | 0.70% | 41,856 | +41,856 | +100.00% | $6,742,537 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.67% | 8,393 | +7,751 | +1207.32% | $6,417,216 |
| NEBIUS GROUP N.V. | NBIS | Communication Services | 0.64% | 26,264 | +26,264 | +100.00% | $6,195,152 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.64% | 130,042 | +130,042 | +100.00% | $6,156,188 |
Showing 30 of 477 holdings in the latest reporting period.