Arkolith/Funds/Partners Wealth Management, LLC

Partners Wealth Management, LLC

CIK 2054714Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 21, 2026·~21-day 13F lag·13F-HR
Active Filer

Partners Wealth Management, LLC holds a focused book of 108 reported positions worth $102.0M as of Q2 2026 (disclosed Jul 21, 2026, a ~21-day 13F lag). This quarter they opened Allstate Corp and trimmed Apple Inc. Their largest long position is Adaptive Alpha Opportunities at 8% of the reported non-option book.

Partners Wealth Management, LLC is a wealth platform: this book aggregates client accounts across many advisers.

Sold out
8
exited the position entirely
+5 more · largest first, by prior value

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
30%
Top 10 holdings
43%
Top 20 holdings
58%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

40% mapped to company sectors

No sector on file yet
60%
Information Technology
14%
Financials
9%
Health Care
4%
Consumer Discretionary
3%
Industrials
3%
Consumer Staples
2%
Materials
2%

+3 sectors below the cut, 4% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Partners Wealth Management, LLC

Manager / fundShared namesTheir $ in those
9823 Capital, L.P.8 / 80$126.3M
Wallace Hart LLC15 / 80$124.2M
Outlook Capital Management, LLC11 / 80$239.9M
Marest Capital, LLC12 / 80$154.5M
Fortune 45 LLC14 / 80$179.1M
Hoey Investments, Inc46 / 80$592.4M
Integrated Financial Solutions, Inc.12 / 80$140.6M
JBF Capital, Inc.12 / 80$578.8M

Ranked by the share of each fund's own book sitting in the names it shares with Partners Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

108 positions
#SecurityValueShares% PortLast moveHistory
1Starboard Invt TR
ADAPTIVE ALPHA
$7.7M221.2K
7.5%
+4.3%
Added · +9K sh
2Apple Inc
COM
$7.1M24.6K
7.0%
−7.6%
Reduced · −2K sh
3Starboard Invt TR
ADAPTIVE HDGD MU
$6.6M892.5K
6.5%
+11%
Added · +92K sh
4Starboard Invt TR
RH TACTICAL ROT
$4.8M217.0K
4.7%
+11%
Added · +22K sh
5Janus Detroit STR TR
HENDRSN SHRT ETF
$4.7M96.1K
4.6%
+8.5%
Added · +8K sh
6Berkshire Hathaway Inc Del
CL B NEW
$3.3M6.7K
3.3%
−1.5%
Reduced · −102 sh
7Ishares TR
S&P 500 VAL ETF
$2.9M12.7K
2.8%
+6.6%
Added · +784 sh
8Eli Lilly & Co
COM
$2.6M2.1K
2.5%
−21%
Reduced · −572 sh
9Ishares TR
S&P 500 GRWT ETF
$2.4M17.3K
2.3%
+4.7%
Added · +774 sh
10Nvidia Corporation
COM
$1.9M9.5K
1.9%
−0.3%
Reduced · −24 sh
11Microsoft Corp
COM
$1.8M5.0K
1.8%
−0.9%
Reduced · −46 sh
12Amazon Com Inc
COM
$1.8M7.6K
1.8%
−1.4%
Reduced · −110 sh
13Vanguard World FD
ENERGY ETF
$1.7M11.0K
1.6%
~0%
Added · +1 sh
14Bondbloxx ETF Trust
BLOOMBERG THREE
$1.6M32.5K
1.6%
+2.3%
Added · +718 sh
15AT&T Inc
COM
$1.6M76.0K
1.5%
−1.2%
Reduced · −954 sh
16Vanguard Index FDS
S&P 500 ETF SHS
$1.5M2.2K
1.5%
Held
17Invesco QQQ TR
UNIT SER 1
$1.4M1.9K
1.4%
+1.6%
Added · +29 sh
18First TR Exchange-Traded FD
NO AMER ENERGY
$1.4M31.8K
1.4%
−0.3%
Reduced · −100 sh
19First TR Exchange Traded FD
SMID RISNG ETF
$1.1M26.4K
1.1%
−0.6%
Reduced · −150 sh
20Ishares TR
YLD OPTIM BD
$1.1M50.1K
1.1%
−5.7%
Reduced · −3K sh
21Schwab Strategic TR
US LCAP VA ETF
$1.1M31.4K
1.1%
−1.0%
Reduced · −330 sh
22Fidelity Covington Trust
MSCI HLTH CARE I
$1.1M13.9K
1.1%
−1.3%
Reduced · −189 sh
23JPMorgan Chase & Co
COM
$1.1M3.2K
1.0%
Held
24SPDR Index SHS FDS
ST S&P INTL ETF
$1.1M23.1K
1.0%
+4.3%
Added · +945 sh
25Corning Inc
COM
$1.0M4.0K
1.0%
−0.7%
Reduced · −29 sh
26Advanced Micro Devices Inc
COM
$1.0M1.8K
1.0%
Held
27Bondbloxx ETF Trust
CCC RT USD HI YL
$1.0M27.7K
1.0%
+3.7%
Added · +990 sh
28Select Sector SPDR TR
ST STR FINL ETF
$1000K18.7K
1.0%
+6.6%
Added · +1K sh
29Select Sector SPDR TR
ST STR ENERG ETF
$993K18.7K
1.0%
−1.2%
Reduced · −227 sh
30Ishares TR
GLOB HLTHCRE ETF
$977K9.9K
1.0%
−0.7%
Reduced · −65 sh
31CSX Corp
COM
$975K20.5K
1.0%
−3.6%
Reduced · −773 sh
32Invesco Exch Traded FD TR II
DORSEY WRGT SMLC
$936K7.3K
0.9%
+2.1%
Added · +151 sh
33American Centy ETF TR
DIVERSIFID CRP
$882K18.8K
0.9%
−0.9%
Reduced · −174 sh
34Procter & Gamble Co
COM
$847K5.8K
0.8%
~0%
Added · +1 sh
35Coca Cola Co
COM
$805K9.9K
0.8%
Held
36Invesco Exch TRD SLF Idx FD
BLOO PRI PWR ETF
$803K9.0K
0.8%
Held
37Allstate Corp
COM
$787K3.3K
0.8%
New
New position
38Fidelity Covington Trust
CONSMR STAPLES
$772K14.7K
0.8%
−0.6%
Reduced · −82 sh
39Select Sector SPDR TR
ST STR DISCR ETF
$747K6.4K
0.7%
+2.2%
Added · +135 sh
40Caterpillar Inc
COM
$708K665
0.7%
−22%
Reduced · −187 sh
41Invesco Exchange Traded FD T
S&P 500 TOP 50
$651K10.6K
0.6%
Held
42Ishares TR
S&P MC 400VL ETF
$649K4.4K
0.6%
Held
43Strategy Inc
CL A NEW
$648K7.5K
0.6%
+5.4%
Added · +382 sh
44Ishares TR
US CONSM STAPLES
$646K8.9K
0.6%
+5.1%
Added · +435 sh
45Walmart Inc
COM
$628K5.5K
0.6%
~0%
Added · +2 sh
46Altria Group Inc
COM
$624K8.7K
0.6%
−0.4%
Reduced · −33 sh
47BP PLC
SPONSORED ADR
$624K16.9K
0.6%
−0.1%
Reduced · −25 sh
48Vanguard Wellington FD
US MOMENTUM
$608K2.4K
0.6%
−0.1%
Reduced · −3 sh
49Morgan Stanley
COM NEW
$591K2.8K
0.6%
−3.5%
Reduced · −103 sh
50Proshares TR
INVT INT RT HG
$551K7.0K
0.5%
Held
Showing 50 of 108 positions
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Filing history

As-of date vs the date the SEC received each filing

$102.0M · Q2 2026Q4 2024 · $87.9MQ2 2026 · $102.0M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 21, 202621d108$102.0M13F-HR
Q1 2026Mar 31, 2026Apr 24, 202624d109$97.0M13F-HR
Q4 2025Dec 31, 2025Jan 20, 202620d107$95.7M13F-HR
Q3 2025Sep 30, 2025Oct 29, 202529d123$101.3M13F-HR
Q2 2025Jun 30, 2025Jul 22, 202522d114$87.8M13F-HR
Q1 2025Mar 31, 2025Apr 17, 202517d116$88.2M13F-HR
Q4 2024Dec 31, 2024Feb 4, 202535d112$87.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.