13F Filings History of Partners Wealth Management, Llc

Latest 13F report
Q3 2025 - Oct 29, 2025
Value $
$101M
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 123 stock holdings with total value $101M as of Q3 2025. Top holdings included AGOX, AAPL, AMAX, BRKB, and VNLA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 123 $101M +$14.3M -$9.72M +$4.62M AGOX, AAPL, AMAX, BRKB, VNLA 13F-HR 10/29/2025, 09:50 AM
Q2 2025 114 $87.6M +$27.9K -$535K -$507K AAPL, BRKB, AGOX, LLY, T 13F-HR 7/22/2025, 02:48 PM
Q1 2025 116 $88.2M +$3.36M -$2.4M +$963K AAPL, AGOX, BRKB, LLY, T 13F-HR 4/17/2025, 06:02 AM
Q4 2024 112 $87.9M $0 $0 AAPL, AGOX, BRKB, MSFT, LLY 13F-HR 2/4/2025, 10:00 AM