13F Filings History of PARTNERS WEALTH MANAGEMENT, LLC

Latest 13F report
Q4 2025 - 20 Jan 2026
Value $
$95,740,054
Signature - Title
Chris Lein - CHIEF OPERATING OFFICER
Location
Carmel By The Sea, CA
Summary
This page shows a list of all the recent 13F filings made by PARTNERS WEALTH MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. PARTNERS WEALTH MANAGEMENT, LLC reported 107 stock holdings with total value $95,740,054 as of Q4 2025. Top holdings included AAPL, AGOX, VNLA, AMAX, and BRKB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 107 $95,740,054 +$5,188,130 -$10,145,555 -$4,957,425 AAPL, AGOX, VNLA, AMAX, BRKB 13F-HR 20 Jan 2026, 06:17
Q3 2025 123 $101,300,875 +$14,347,649 -$9,722,978 +$4,624,671 AGOX, AAPL, AMAX, BRKB, VNLA 13F-HR 29 Oct 2025, 09:50
Q2 2025 114 $87,588,190 +$27,936 -$534,798 -$506,862 AAPL, BRKB, AGOX, LLY, T 13F-HR 22 Jul 2025, 14:48
Q1 2025 116 $88,195,175 +$3,360,683 -$2,397,772 +$962,911 AAPL, AGOX, BRKB, LLY, T 13F-HR 17 Apr 2025, 06:02
Q4 2024 112 $87,904,498 $0 $0 $0 AAPL, AGOX, BRKB, MSFT, LLY 13F-HR 04 Feb 2025, 10:00