PARTNERS WEALTH MANAGEMENT, LLC Q4 2025 Filing

Filed January 20, 2026

Portfolio Value

$95.7M

Holdings

107

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (107 positions)

#	Stock	Shares	Value	% Portfolio
1	AAPLAPPLE INC	26,568	$7.2M	7.54%
2	AGOXSTARBOARD INVT TR	231,670	$6.6M	6.91%
3	VNLAJANUS DETROIT STR TR	92,538	$4.5M	4.75%
4	AMAXSTARBOARD INVT TR	563,002	$4.4M	4.64%
5	BRK/BBERKSHIRE HATHAWAY INC DEL	6,820	$3.4M	3.58%
6	LLYELI LILLY & CO	2,811	$3.0M	3.15%
7	RHRXSTARBOARD INVT TR	138,895	$2.6M	2.67%
8	IVEISHARES TR	11,737	$2.5M	2.60%
9	MSFTMICROSOFT CORP	4,941	$2.4M	2.50%
10	IVWISHARES TR	16,189	$2.0M	2.08%
11	TAT&T INC	78,499	$1.9M	2.04%
12	NVDANVIDIA CORPORATION	9,852	$1.8M	1.92%
13	AMZNAMAZON COM INC	7,875	$1.8M	1.90%
14	XTREBONDBLOXX ETF TRUST	33,773	$1.7M	1.75%
15	XOMEXXON MOBIL CORP	12,127	$1.5M	1.52%
16	VDEVANGUARD WORLD FD	11,055	$1.4M	1.45%
17	VOOVANGUARD INDEX FDS	2,192	$1.4M	1.44%
18	BYLDISHARES TR	56,902	$1.3M	1.35%
19	EMLPFIRST TR EXCHANGE-TRADED FD	31,925	$1.2M	1.26%
20	NDQINVESCO QQQ TR	1,895	$1.2M	1.22%
21	MIGASTRATEGY INC	7,059	$1.1M	1.12%
22	FHLCFIDELITY COVINGTON TRUST	14,231	$1.1M	1.10%
23	JPMJPMORGAN CHASE & CO.	3,249	$1.0M	1.09%
24	XCCCBONDBLOXX ETF TRUST	26,805	$1.0M	1.06%
25	SDVYFIRST TR EXCHANGE-TRADED FD	26,508	$1.0M	1.06%
26	XHYIBONDBLOXX ETF TRUST	26,335	$1.0M	1.05%
27	DWXSPDR INDEX SHS FDS	22,366	$982K	1.03%
28	IXJISHARES TR	10,031	$976K	1.02%
29	KORPAMERICAN CENTY ETF TR	20,560	$971K	1.01%
30	XLFSELECT SECTOR SPDR TR	17,583	$963K	1.01%
31	SCHVSCHWAB STRATEGIC TR	31,883	$944K	0.99%
32	XLESELECT SECTOR SPDR TR	18,954	$847K	0.88%
33	PGPROCTER AND GAMBLE CO	5,797	$830K	0.87%
34	XHYFBONDBLOXX ETF TRUST	21,595	$818K	0.85%
35	POWAINVESCO EXCH TRD SLF IDX FD	9,076	$816K	0.85%
36	CSXCSX CORP	21,791	$789K	0.82%
37	XLYSELECT SECTOR SPDR TR	6,339	$756K	0.79%
38	FSTAFIDELITY COVINGTON TRUST	14,870	$731K	0.76%
39	KOCOCA COLA CO	9,910	$692K	0.72%
40	BPBP PLC	19,776	$686K	0.72%
41	IGHGPROSHARES TR	8,690	$681K	0.71%
42	DWASINVESCO EXCH TRADED FD TR	6,589	$637K	0.67%
43	XLGINVESCO EXCHANGE TRADED FD	10,628	$630K	0.66%
44	WMTWALMART INC	5,605	$624K	0.65%
45	IYKISHARES TR	8,457	$565K	0.59%
46	IJJISHARES TR	4,294	$565K	0.59%
47	DWDMORGAN STANLEY	3,011	$534K	0.56%
48	IWBISHARES TR	1,352	$504K	0.53%
49	MOALTRIA GROUP INC	8,669	$499K	0.52%
50	ITA*ISHARES TR	2,308	$495K	0.52%
51	CATCATERPILLAR INC	852	$488K	0.51%
52	4I1PHILIP MORRIS INTL INC	3,026	$485K	0.51%
53	AVGOBROADCOM INC	1,381	$477K	0.50%
54	SPDWSPDR INDEX SHS FDS	10,660	$473K	0.49%
55	VFMOVANGUARD WELLINGTON FD	2,463	$471K	0.49%
56	IXCISHARES TR	11,227	$470K	0.49%
57	IYRISHARES TR	4,710	$442K	0.46%
58	IBMINTERNATIONAL BUSINESS	1,474	$436K	0.46%
59	SOSOUTHERN CO	4,989	$435K	0.45%
60	XHYTBONDBLOXX ETF TRUST	12,603	$435K	0.45%
61	SPYSPDR S&P 500 ETF TR	625	$426K	0.44%
62	CVXCHEVRON CORP NEW	2,738	$417K	0.44%
63	WFCWELLS FARGO CO NEW	4,417	$411K	0.43%
64	IHDGWISDOMTREE TR	8,167	$397K	0.41%
65	VNQVANGUARD INDEX FDS	4,288	$379K	0.40%
66	AMDADVANCED MICRO DEVICES INC	1,763	$377K	0.39%
67	DBEINVESCO DB MULTI-SECTOR	20,440	$356K	0.37%
68	GLWCORNING INC	4,060	$355K	0.37%
69	ARTYISHARES TR	7,285	$350K	0.37%
70	FNDFSCHWAB STRATEGIC TR	7,762	$350K	0.37%
71	XHYEBONDBLOXX ETF TRUST	9,073	$349K	0.36%
72	JNJJOHNSON & JOHNSON	1,661	$343K	0.36%
73	LOWLOWES COS INC	1,388	$334K	0.35%
74	SCHDSCHWAB STRATEGIC TR	12,095	$331K	0.35%
75	FYXFIRST TR EXCHANGE-TRADED	2,874	$325K	0.34%
76	MRKMERCK & CO INC	3,054	$321K	0.34%
77	VVISA INC	894	$313K	0.33%
78	DALDELTA AIR LINES INC DEL	4,384	$304K	0.32%
79	GOOGLALPHABET INC	965	$302K	0.32%
80	GEGE AEROSPACE	981	$302K	0.32%
81	IXGISHARES TR	2,467	$297K	0.31%
82	HDHOME DEPOT INC	811	$279K	0.29%
83	ADPAUTOMATIC DATA PROCESSING	1,088	$279K	0.29%
84	PEPPEPSICO INC	1,930	$276K	0.29%
85	SPGIS&P GLOBAL INC	526	$274K	0.29%
86	MAMASTERCARD INCORPORATED	472	$269K	0.28%
87	DISDISNEY WALT CO	2,346	$266K	0.28%
88	IVVISHARES TR	387	$264K	0.28%
89	GSGOLDMAN SACHS GROUP INC	300	$263K	0.27%
90	GILDGILEAD SCIENCES INC	2,150	$263K	0.27%
91	GQ9SPDR GOLD TR	651	$257K	0.27%
92	SIVRABRDN SILVER ETF TRUST	3,785	$256K	0.27%
93	ORCLORACLE CORP	1,287	$250K	0.26%
94	HBC2HSBC HLDGS PLC	3,150	$247K	0.26%
95	DUKDUKE ENERGY CORP NEW	2,097	$245K	0.26%
96	VBVANGUARD INDEX FDS	936	$241K	0.25%
97	AXPAMERICAN EXPRESS CO	647	$239K	0.25%
98	BACVERIZON COMMUNICATIONS INC	5,846	$238K	0.25%
99	IJRISHARES TR	1,847	$221K	0.23%
100	RTXRTX CORPORATION	1,196	$219K	0.23%

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