13F HOLDINGS REPORT

PARTNERS WEALTH MANAGEMENT, LLC

Quarter ended Q3 2025 · Filed October 29, 2025 · Accession 0001214659-25-015484

Total Value

$101.3M

Positions

123

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (123)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	STARBOARD INVT TR	STHO	228,156	$7.0M	6.91%
2	APPLE INC	AAPL	26,988	$6.9M	6.78%
3	STARBOARD INVT TR	STHO	494,197	$4.0M	4.00%
4	BERKSHIRE HATHAWAY INC DEL	BRK-A	7,017	$3.5M	3.48%
5	JANUS DETROIT STR TR	47103U886	63,207	$3.1M	3.08%
6	MICROSOFT CORP	MSFT	5,004	$2.6M	2.56%
7	STARBOARD INVT TR	STHO	139,441	$2.5M	2.51%
8	ISHARES TR	464287408	11,827	$2.4M	2.41%
9	STRATEGY INC	STRK	7,079	$2.3M	2.25%
10	ELI LILLY & CO	LLY	2,948	$2.2M	2.22%
11	AT&T INC	T-PC	78,973	$2.2M	2.20%
12	ISHARES TR	464287309	16,216	$2.0M	1.93%
13	NVIDIA CORPORATION	NVDA	10,169	$1.9M	1.87%
14	AMAZON COM INC	AMZN	7,916	$1.7M	1.72%
15	ISHARES TR	46436E718	14,615	$1.5M	1.45%
16	VANGUARD WORLD FD	92204A306	11,134	$1.4M	1.38%
17	EXXON MOBIL CORP	XOM	12,275	$1.4M	1.37%
18	VANGUARD INDEX FDS	922908363	2,188	$1.3M	1.32%
19	ISHARES TR	46434V787	57,874	$1.3M	1.31%
20	FIRST TR EXCHANGE-TRADED FD	33738D101	32,190	$1.2M	1.22%
21	BONDBLOXX ETF TRUST	09789C846	23,312	$1.2M	1.15%
22	INVESCO QQQ TR	IVZ	1,893	$1.1M	1.12%
23	JPMORGAN CHASE & CO.	VYLD	3,282	$1.0M	1.02%
24	FIRST TR EXCHANGE-TRADED FD	33741X102	26,508	$1.0M	0.99%
25	AMERICAN CENTY ETF TR	025072109	20,630	$982,011	0.97%
26	SPDR INDEX SHS FDS	78463X772	22,519	$961,572	0.95%
27	SELECT SECTOR SPDR TR	81369Y605	17,801	$958,940	0.95%
28	FIDELITY COVINGTON TRUST	316092600	14,246	$952,634	0.94%
29	SCHWAB STRATEGIC TR	808524409	32,685	$951,475	0.94%
30	BONDBLOXX ETF TRUST	09789C887	23,868	$936,812	0.92%
31	PROCTER AND GAMBLE CO	742718109	5,996	$921,287	0.91%
32	ISHARES TR	464287325	10,029	$888,767	0.88%
33	THOR FINL TECHNOLOGIES TR	885155200	27,832	$873,886	0.86%
34	SELECT SECTOR SPDR TR	81369Y506	9,679	$864,728	0.85%
35	INVESCO EXCH TRD SLF IDX FD	IVZ	9,076	$821,561	0.81%
36	CSX CORP	CSX	22,125	$785,653	0.78%
37	ISHARES BITCOIN TRUST ETF	IBIT	11,956	$777,139	0.77%
38	SELECT SECTOR SPDR TR	81369Y407	3,208	$768,813	0.76%
39	BROADCOM INC	AVGO	2,300	$758,793	0.75%
40	FIDELITY COVINGTON TRUST	316092303	14,865	$740,848	0.73%
41	BP PLC	BPPFF	20,276	$698,711	0.69%
42	BONDBLOXX ETF TRUST	09789C309	18,132	$692,004	0.68%
43	PROSHARES TR	74347B607	8,716	$688,530	0.68%
44	COCA COLA CO	KO	10,264	$680,730	0.67%
45	INVESCO EXCHANGE TRADED FD T	IVZ	10,628	$611,323	0.60%
46	WALMART INC	WMT	5,705	$587,942	0.58%
47	WISDOMTREE TR	WT	11,622	$584,238	0.58%
48	INVESCO EXCH TRADED FD TR II	IVZ	6,198	$571,261	0.56%
49	ALTRIA GROUP INC	MO	8,635	$570,423	0.56%
50	ISHARES TR	464287812	8,307	$568,089	0.56%
51	J P MORGAN EXCHANGE TRADED F	46654Q724	8,702	$565,623	0.56%
52	ISHARES TR	464287705	4,294	$557,018	0.55%
53	SOUTHERN CO	SOMN	5,539	$524,932	0.52%
54	ISHARES TR	464287622	1,352	$494,129	0.49%
55	PHILIP MORRIS INTL INC	718172109	3,026	$490,858	0.48%
56	ISHARES TR	464288760	2,308	$482,924	0.48%
57	MORGAN STANLEY	MS-PQ	3,021	$480,218	0.47%
58	INNOVATOR ETFS TRUST	INHD	14,603	$479,270	0.47%
59	NORTHERN LTS FD TR IV	NTRSO	33,035	$469,428	0.46%
60	ISHARES TR	464287341	11,227	$468,727	0.46%
61	PROSHARES TR II	74347W601	10,083	$464,423	0.46%
62	VANGUARD WELLINGTON FD	921935508	2,423	$464,144	0.46%
63	SPDR INDEX SHS FDS	78463X889	10,722	$458,794	0.45%
64	ISHARES TR	464287739	4,710	$457,284	0.45%
65	SCHWAB STRATEGIC TR	808524797	16,420	$448,260	0.44%
66	BONDBLOXX ETF TRUST	09789C606	11,584	$445,926	0.44%
67	BONDBLOXX ETF TRUST	09789C507	12,203	$430,827	0.43%
68	SPDR S&P 500 ETF TR	SPY	637	$424,357	0.42%
69	CATERPILLAR INC	CAT	877	$418,461	0.41%
70	INTERNATIONAL BUSINESS MACHS	INTR	1,424	$401,796	0.40%
71	FIRST TR EXCHNG TRADED FD VI	33740U703	14,499	$400,752	0.40%
72	VANGUARD INDEX FDS	922908553	4,381	$400,535	0.40%
73	WISDOMTREE TR	WT	8,540	$393,523	0.39%
74	INVESCO DB MULTI-SECTOR COMM	IVZ	20,435	$388,672	0.38%
75	CHEVRON CORP NEW	CVX	2,428	$377,111	0.37%
76	SPDR GOLD TR	GLD	1,054	$374,665	0.37%
77	WELLS FARGO CO NEW	949746101	4,417	$370,233	0.37%
78	BONDBLOXX ETF TRUST	097890107	9,363	$365,648	0.36%
79	NEOS ETF TRUST	78433H303	6,959	$363,978	0.36%
80	ORACLE CORP	ORCL-PD	1,257	$353,519	0.35%
81	LOWES COS INC	548661107	1,388	$348,759	0.34%
82	HOME DEPOT INC	HD	836	$338,739	0.33%
83	JOHNSON & JOHNSON	JNJ	1,818	$337,152	0.33%
84	CORNING INC	GLW	4,065	$333,413	0.33%
85	ISHARES TR	46435U556	7,160	$327,772	0.32%
86	AUTOMATIC DATA PROCESSING IN	ADP	1,088	$319,328	0.32%
87	VISA INC	V	930	$317,512	0.31%
88	FIRST TR EXCHANGE-TRADED ALP	33734Y109	2,874	$313,212	0.31%
89	PEPSICO INC	PEP	2,180	$306,159	0.30%
90	ADVANCED MICRO DEVICES INC	AMD	1,887	$305,298	0.30%
91	DISNEY WALT CO	254687106	2,646	$302,967	0.30%
92	GE AEROSPACE	369604301	1,007	$302,935	0.30%
93	MASTERCARD INCORPORATED	MA	522	$296,919	0.29%
94	DUKE ENERGY CORP NEW	DUKB	2,330	$288,278	0.28%
95	ISHARES TR	464287333	2,467	$287,830	0.28%
96	ISHARES TR	464287432	3,204	$286,341	0.28%
97	SIMPLIFY EXCHANGE TRADED FUN	82889N426	6,856	$277,096	0.27%
98	ISHARES TR	464287200	392	$262,608	0.26%
99	SCHWAB STRATEGIC TR	808524755	6,104	$262,228	0.26%
100	VANGUARD INDEX FDS	922908751	1,016	$258,348	0.26%
101	S&P GLOBAL INC	SPGI	526	$256,009	0.25%
102	HSBC HLDGS PLC	HBCYF	3,595	$255,173	0.25%
103	MERCK & CO INC	MRK	3,004	$252,126	0.25%
104	DELTA AIR LINES INC DEL	DAL	4,384	$248,792	0.25%
105	GOLDMAN SACHS GROUP INC	GSCE	300	$238,905	0.24%
106	ALPHABET INC	GOOG	966	$234,835	0.23%
107	GILEAD SCIENCES INC	GILD	2,089	$231,879	0.23%
108	EA SERIES TRUST	02072L870	5,779	$222,523	0.22%
109	MCDONALDS CORP	MCD	720	$218,840	0.22%
110	INVESCO EXCH TRADED FD TR II	IVZ	8,776	$216,767	0.21%
111	TESLA INC	TSLA	485	$215,689	0.21%
112	DIREXION SHS ETF TR	25461A726	5,673	$212,669	0.21%
113	TRACTOR SUPPLY CO	TSCO	3,735	$212,409	0.21%
114	PHILLIPS 66	PSX	1,552	$211,077	0.21%
115	ISHARES TR	464288414	1,953	$207,956	0.21%
116	ISHARES TR	464287168	1,460	$207,511	0.20%
117	ISHARES TR	464287226	2,058	$206,315	0.20%
118	FIRST TR EXCH TRADED FD III	33739E108	11,282	$205,784	0.20%
119	ISHARES TR	464287804	1,722	$204,625	0.20%
120	GLOBAL X FDS	37960A529	2,910	$204,398	0.20%
121	RTX CORPORATION	RTX	1,196	$200,151	0.20%
122	FORD MTR CO	345370860	10,782	$128,953	0.13%
123	PLUG POWER INC	PLUG	10,395	$24,220	0.02%