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PARTNERS WEALTH MANAGEMENT, LLC
hedge fundUpdated 8 days agoManaged by Partners Wealth Management, Llc • Latest filing Q3 2026
Portfolio value
$961.4M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
849.1%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $101.3M |
| Q4 2025 | $95.7M |
| Q1 2026 | $97M |
| Q2 2026 | $102M |
| Q3 2026 | $961.4M |
Top holdings
479 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $52.1M | 227.8K | 5.42% | Added(+2303.0%) | |
| 2 | $42.6M | 228.3K | 4.43% | — | |
| 3 | $34.6M | 47.7K | 3.60% | — | |
| 4 | $34.1M | 102.5K | 3.55% | Added(+316.8%) | |
| 5 | $32.6M | 130.7K | 3.39% | Added(+1618.0%) | |
| 6 | ? N/A STARBOARD INVT TR | $31.9M | 956.8K | 3.32% | Added(+332.5%) |
| 7 | ? N/A STARBOARD INVT TR | $28.7M | 3.88M | 2.98% | Added(+335.0%) |
| 8 | ? N/A STARBOARD INVT TR | $27.6M | 1.29M | 2.87% | Added(+492.4%) |
| 9 | $18.6M | 121.6K | 1.94% | Added(+1529.5%) | |
| 10 | $17.1M | 49.6K | 1.78% | Added(+5500.1%) | |
| 11 | $15.5M | 20.9K | 1.61% | Added(+1009.1%) | |
| 12 | $14M | 27.2K | 1.45% | Added(+450.0%) | |
| 13 | $12.6M | 140.2K | 1.31% | — | |
| 14 | $12.3M | 46.4K | 1.28% | — | |
| 15 | $11.1M | 24.3K | 1.16% | — | |
| 16 | $11M | 15.7K | 1.14% | Added(+616.1%) | |
| 17 | $9.9M | 88.1K | 1.03% | — | |
| 18 | $9.6M | 15.8K | 1.00% | Added(+793.8%) | |
| 19 | ? N/A BONDBLOXX ETF TRUST | $9.3M | 189.0K | 0.97% | — |
| 20 | $9.2M | 91.7K | 0.96% | — |