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 stocks worth $102.0M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-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 equity book. Cloning the disclosed picks since 2025 would be +21% (+13.5%/yr). That is a simulation of the disclosed long book, not audited returns.

Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent what Partners Wealth Management, LLC owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/2054714/holdings"
Ask your agent
Use Arkolith to show PARTNERS WEALTH MANAGEMENT, LLC's latest
holdings, largest changes, and filing provenance.
Opened
43
new positions
Added to
26
existing
Trimmed
43
reduced
Sold out
8
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+20.6%
+13.5%/yr · since Feb '25
Their reported book
+20.7%
held from quarter-end
S&P 500
+24.9%
same window
$8K$10K$11K$12K$13KFeb '25May '25Sep '25Dec '25Apr '26Jul '26
Partners Wealth Management, LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Partners Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

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.

Direct sector allocation

40% mapped to company sectors

ETF / fund or unclassified
60%
Information Technology
14%
Financials
9%
Health Care
4%
Consumer Discretionary
3%
Industrials
2%
Consumer Staples
2%
Materials
2%

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, 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
OSAIC HOLDINGS, INC.80 / 80$15.6B
MORGAN STANLEY79 / 80$497.6B
ENVESTNET ASSET MANAGEMENT INC79 / 80$61.3B
Cetera Investment Advisers79 / 80$18.7B
NewEdge Advisors, LLC79 / 80$7.7B
ROYAL BANK OF CANADA78 / 80$136.1B
LPL Financial LLC78 / 80$71.0B
UBS Group AG77 / 80$128.5B

Ranked by how many of Partners Wealth Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock'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

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 21, 2026108$102.0M13F-HR
Q1 2026Mar 31, 2026Apr 24, 2026109$97.0M13F-HR
Q4 2025Dec 31, 2025Jan 20, 2026107$95.7M13F-HR
Q3 2025Sep 30, 2025Oct 29, 2025123$101.3M13F-HR
Q2 2025Jun 30, 2025Jul 22, 2025114$87.8M13F-HR
Q1 2025Mar 31, 2025Apr 17, 2025116$88.2M13F-HR
Q4 2024Dec 31, 2024Feb 4, 2025112$87.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.