PARTNERS WEALTH MANAGEMENT, LLC
SEC Form 13F institutional filer · CIK 0002054714
13F-HR · 58 reported holdings · 2026-03-31
Reported long-US-equity value
$0.05B
Top-10 concentration
52.3%
PARTNERS WEALTH MANAGEMENT, LLC — $53.5M AUM allocation strategy
PARTNERS WEALTH MANAGEMENT, LLC files SEC Form 13F and reports $53.5M of long US equity value across 58 reported holdings for 2026-03-31.
Its largest sector bet is Financials 24.0%, followed by Information Technology 19.2% and Health Care 4.6%.
The top 10 holdings account for 52% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
PARTNERS WEALTH MANAGEMENT, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$53.5M
total across 58 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
52% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVZ +4.42K sh · +$189K+$IYY +1.3K sh · +$230K+$SCHW +645 sh · +$131K
Biggest trims (shares)
−$SPGI −10.4K sh · −$476K−$IVV −2.19K sh · −$269K−$T −1.57K sh · +$280K
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals12.6%—
- Asset Management & Custody Banks6.6%—
- Financial Exchanges & Data6.3%—
- Multi-Sector Holdings6.0%—
- Pharmaceuticals4.6%—
- Integrated Telecommunication Services4.2%—
- Integrated Oil & Gas3.8%—
- Systems Software3.5%—
- Other holdings52.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 26.6K | $6.75M | +44 | 12.6% |
| $SPGI | S&P Global Inc | 16.8K | $3.33M | -10.4K | 6.2% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 6.76K | $3.24M | -60 | 6.1% |
| $BLK | BlackRock Inc | 27.8K | $2.52M | +362 | 4.7% |
| $LLY | Eli Lilly and Company | 2.71K | $2.49M | -104 | 4.7% |
| $T | AT&T Inc | 76.9K | $2.23M | -1.57K | 4.2% |
| $XOM | ExxonMobil Holdings Corporation | 12.1K | $2.05M | -20 | 3.8% |
| $MSFT | Microsoft Corporation | 5K | $1.85M | +56 | 3.5% |
| $SCHW | Charles Schwab Corporation | 52.4K | $1.76M | +645 | 3.3% |
…and 49 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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