PARTNERS WEALTH MANAGEMENT, LLC

CARMEL BY THE SEA, CA · CIK 2054714 · 13F filing filed 2026-07-21

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyCarmel By The Sea, CA

$102.0m reported value +5.1% vs Q1 2026

108positions

43.0%in top 10

7 new 26 added 43 reduced 8 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	STARBOARD INVT TR ADAPTIVE ALPHA AGOX	AGOX	221,209	$7.7m7.52%	7.52%	Added +9.0k	+9,033 4.3%
2	APPLE INC COM AAPL	AAPL	24,584	$7.1m6.97%	6.97%	Reduced -2.0k	-2,028 -7.6%
3	STARBOARD INVT TR ADAPTIVE HDGD MU AMAX	AMAX	892,491	$6.6m6.47%	6.47%	Added +91.6k	+91,649 11.4%
4	STARBOARD INVT TR RH TACTICAL ROT RHRX	RHRX	216,965	$4.8m4.69%	4.69%	Added +22.0k	+22,029 11.3%
5	JANUS DETROIT STR TR HENDRSN SHRT ETF VNLA	VNLA	96,144	$4.7m4.61%	4.61%	Added +7.5k	+7,505 8.5%
6	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	6,658	$3.3m3.27%	3.27%	Reduced -102	-102 -1.5%
7	ISHARES TR S&P 500 VAL ETF IVE	IVE	12,682	$2.9m2.82%	2.82%	Added +784	+784 6.6%
8	ELI LILLY & CO COM LLY	LLY	2,135	$2.6m2.51%	2.51%	Reduced -572	-572 -21.1%
9	ISHARES TR S&P 500 GRWT ETF IVW	IVW	17,325	$2.4m2.34%	2.34%	Added +774	+774 4.7%
10	NVIDIA CORPORATION COM NVDA	NVDA	9,478	$1.9m1.86%	1.86%	Reduced -24	-24 -0.2%
11	MICROSOFT CORP COM MSFT	MSFT	4,951	$1.8m1.81%	1.81%	Reduced -46	-46 -0.9%
12	AMAZON COM INC COM AMZN	AMZN	7,605	$1.8m1.78%	1.78%	Reduced -110	-110 -1.4%
13	VANGUARD WORLD FD ENERGY ETF VDE	VDE	11,012	$1.7m1.62%	1.62%	Added +1	+1 0.0%
14	BONDBLOXX ETF TRUST BLOOMBERG THREE XTRE	XTRE	32,468	$1.6m1.56%	1.56%	Added +718	+718 2.3%
15	AT&T INC COM T	T	75,973	$1.6m1.54%	1.54%	Reduced -954	-954 -1.2%
16	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	2,189	$1.5m1.47%	1.47%	Unchanged
17	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,883	$1.4m1.36%	1.36%	Added +29	+29 1.6%
18	FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY EMLP	EMLP	31,825	$1.4m1.36%	1.36%	Reduced -100	-100 -0.3%
19	FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF SDVY	SDVY	26,358	$1.1m1.11%	1.11%	Reduced -150	-150 -0.6%
20	ISHARES TR YLD OPTIM BD BYLD	BYLD	50,093	$1.1m1.11%	1.11%	Reduced -3.0k	-3,046 -5.7%
21	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	31,412	$1.1m1.07%	1.07%	Reduced -330	-330 -1.0%
22	FIDELITY COVINGTON TRUST MSCI HLTH CARE I FHLC	FHLC	13,935	$1.1m1.06%	1.06%	Reduced -189	-189 -1.3%
23	JPMORGAN CHASE & CO COM JPM	JPM	3,248	$1.1m1.04%	1.04%	Unchanged
24	SPDR INDEX SHS FDS S&P INTL ETF DWX	DWX	23,104	$1.1m1.04%	1.04%	Added +945	+945 4.3%
25	CORNING INC COM GLW	GLW	4,029	$1.0m1.01%	1.01%	Reduced -29	-29 -0.7%
26	ADVANCED MICRO DEVICES INC COM AMD	AMD	1,763	$1.0m1.00%	1.00%	Unchanged
27	BONDBLOXX ETF TRUST CCC RT USD HI YL XCCC	XCCC	27,667	$1.0m0.99%	0.99%	Added +990	+990 3.7%
28	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	18,653	$1,000.0k0.98%	0.98%	Added +1.2k	+1,160 6.6%
29	SELECT SECTOR SPDR TR ENERGY XLE	XLE	18,698	$993.1k0.97%	0.97%	Reduced -227	-227 -1.2%
30	ISHARES TR GLOB HLTHCRE ETF IXJ	IXJ	9,931	$977.0k0.96%	0.96%	Reduced -65	-65 -0.7%
31	CSX CORP COM CSX	CSX	20,520	$975.3k0.96%	0.96%	Reduced -773	-773 -3.6%
32	INVESCO EXCH TRADED FD TR II DORSEY WRGT SMLC DWAS	DWAS	7,349	$935.6k0.92%	0.92%	Added +151	+151 2.1%
33	AMERICAN CENTY ETF TR DIVERSIFID CRP KORP	KORP	18,830	$882.2k0.86%	0.86%	Reduced -174	-174 -0.9%
34	PROCTER AND GAMBLE CO COM PG	PG	5,774	$846.7k0.83%	0.83%	Added +1	+1 0.0%
35	COCA COLA CO COM KO	KO	9,910	$805.4k0.79%	0.79%	Unchanged
36	INVESCO EXCH TRD SLF IDX FD DEFENSIVE EQTY POWA	POWA	9,043	$803.4k0.79%	0.79%	Unchanged
37	ALLSTATE CORP COM ALL	ALL	3,307	$786.8k0.77%	0.77%	New
38	FIDELITY COVINGTON TRUST CONSMR STAPLES FSTA	FSTA	14,696	$772.1k0.76%	0.76%	Reduced -82	-82 -0.6%
39	SELECT SECTOR SPDR TR SBI CONS DISCR XLY	XLY	6,372	$747.4k0.73%	0.73%	Added +135	+135 2.2%
40	CATERPILLAR INC COM CAT	CAT	665	$708.2k0.69%	0.69%	Reduced -187	-187 -21.9%
41	INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 XLG	XLG	10,628	$650.8k0.64%	0.64%	Unchanged
42	ISHARES TR S&P MC 400VL ETF IJJ	IJJ	4,394	$649.1k0.64%	0.64%	Unchanged
43	MICROSTRATEGY INC CL A NEW MSTR	MSTR	7,460	$648.5k0.64%	0.64%	Added +382	+382 5.4%
44	ISHARES TR US CONSM STAPLES IYK	IYK	8,892	$646.1k0.63%	0.63%	Added +435	+435 5.1%
45	WALMART INC COM WMT	WMT	5,545	$628.1k0.62%	0.62%	Added +2	+2 0.0%
46	ALTRIA GROUP INC COM MO	MO	8,676	$624.2k0.61%	0.61%	Reduced -33	-33 -0.4%
47	BP PLC SPONSORED ADR BP	BP	16,876	$623.6k0.61%	0.61%	Reduced -25	-25 -0.1%
48	VANGUARD WELLINGTON FD US MOMENTUM VFMO	VFMO	2,435	$607.5k0.60%	0.60%	Reduced -3	-3 -0.1%
49	MORGAN STANLEY COM NEW MS	MS	2,826	$590.7k0.58%	0.58%	Reduced -103	-103 -3.5%
50	PROSHARES TR INVT INT RT HG IGHG	IGHG	7,040	$551.5k0.54%	0.54%	Unchanged
51	ISHARES TR GLOBAL ENERG ETF IXC	IXC	11,167	$548.6k0.54%	0.54%	Reduced -60	-60 -0.5%
52	PHILIP MORRIS INTL INC COM PM	PM	2,994	$541.7k0.53%	0.53%	Unchanged
53	ISHARES TR FUTURE AI & TECH ARTY	ARTY	7,010	$533.9k0.52%	0.52%	Reduced -200	-200 -2.8%
54	SCHWAB STRATEGIC TR FUNDAMENTAL INTL FNDF	FNDF	9,990	$527.1k0.52%	0.52%	Added +1.4k	+1,442 16.9%
55	ISHARES TR U.S. REAL ES ETF IYR	IYR	4,710	$481.6k0.47%	0.47%	Unchanged
56	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	642	$479.2k0.47%	0.47%	Reduced -3	-3 -0.5%
57	ISHARES TR US AER DEF ETF ITA	ITA	1,913	$463.8k0.45%	0.45%	Reduced -307	-307 -13.8%
58	INVESCO DB MULTI-SECTOR COMM ENERGY FD DBE	DBE	16,967	$444.9k0.44%	0.44%	Added +42	+42 0.2%
59	BROADCOM INC COM AVGO	AVGO	1,165	$439.9k0.43%	0.43%	Reduced -43	-43 -3.6%
60	CHEVRON CORP NEW COM CVX	CVX	2,632	$436.4k0.43%	0.43%	Unchanged
61	SOUTHERN CO COM SO	SO	4,549	$435.4k0.43%	0.43%	Unchanged
62	FIRST TR SML CP CORE ALPHA F COM SHS FYX	FYX	2,924	$421.9k0.41%	0.41%	Unchanged
63	JOHNSON & JOHNSON COM JNJ	JNJ	1,659	$421.3k0.41%	0.41%	Unchanged
64	ISHARES TR RUS 1000 ETF IWB	IWB	1,027	$420.6k0.41%	0.41%	Reduced -25	-25 -2.4%
65	DELTA AIR LINES INC DEL COM NEW DAL	DAL	4,384	$410.6k0.40%	0.40%	Unchanged
66	LEGG MASON ETF INVT FRANKLIN INTL LW LVHI	LVHI	9,780	$396.9k0.39%	0.39%	Reduced -51	-51 -0.5%
67	MERCK & CO INC COM MRK	MRK	3,079	$395.7k0.39%	0.39%	Unchanged
68	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,373	$386.1k0.38%	0.38%	Reduced -17	-17 -1.2%
69	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	12,095	$383.5k0.38%	0.38%	Unchanged
70	WELLS FARGO CO NEW COM WFC	WFC	4,417	$365.0k0.36%	0.36%	Unchanged
71	VANGUARD INDEX FDS SMALL CP ETF VB	VB	1,172	$355.4k0.35%	0.35%	Added +197	+197 20.2%
72	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	3,501	$337.6k0.33%	0.33%	Reduced -387	-387 -9.9%
73	ALPHABET INC CAP STK CL A GOOGL	GOOGL	886	$316.6k0.31%	0.31%	Reduced -90	-90 -9.2%
74	LOWES COS INC COM LOW	LOW	1,403	$309.3k0.30%	0.30%	Unchanged
75	ISHARES TR GLOBAL FINLS ETF IXG	IXG	2,467	$307.2k0.30%	0.30%	Unchanged
76	GOLDMAN SACHS GROUP INC COM GS	GS	300	$303.4k0.30%	0.30%	Unchanged
77	SPDR GOLD TR GOLD SHS GLD	GLD	821	$302.5k0.30%	0.30%	Reduced -40	-40 -4.7%
78	MICRON TECHNOLOGY INC COM MU	MU	261	$301.6k0.30%	0.30%	New
79	HSBC HLDGS PLC SPON ADR NEW HSBC	HSBC	3,150	$299.5k0.29%	0.29%	Unchanged
80	HOME DEPOT INC COM HD	HD	814	$287.1k0.28%	0.28%	Added +3	+3 0.4%
81	GILEAD SCIENCES INC COM GILD	GILD	2,150	$271.6k0.27%	0.27%	Unchanged
82	PEPSICO INC COM PEP	PEP	2,000	$270.8k0.27%	0.27%	Added +2	+2 0.1%
83	INVESCO EXCH TRADED FD TR II S&P INTL MOMNT IDMO	IDMO	4,411	$265.9k0.26%	0.26%	Reduced -13	-13 -0.3%
84	ISHARES TR CORE S&P SCP ETF IJR	IJR	1,793	$265.9k0.26%	0.26%	Unchanged
85	VISA INC COM CL A V	V	741	$254.4k0.25%	0.25%	Reduced -58	-58 -7.3%
86	DUKE ENERGY CORP NEW COM NEW DUK	DUK	1,994	$252.4k0.25%	0.25%	Reduced -102	-102 -4.9%
87	TEXAS INSTRS INC COM TXN	TXN	836	$249.2k0.24%	0.24%	New
88	PHILLIPS 66 COM PSX	PSX	1,428	$241.3k0.24%	0.24%	Reduced -127	-127 -8.2%
89	MASTERCARD INCORPORATED CL A MA	MA	469	$240.9k0.24%	0.24%	Reduced -4	-4 -0.8%
90	GE AEROSPACE COM NEW GE	GE	636	$237.6k0.23%	0.23%	Reduced -345	-345 -35.2%
91	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	1,061	$237.6k0.23%	0.23%	Reduced -27	-27 -2.5%
92	ISHARES TR CORE S&P500 ETF IVV	IVV	308	$230.8k0.23%	0.23%	Unchanged
93	S&P GLOBAL INC COM SPGI	SPGI	545	$222.0k0.22%	0.22%	Unchanged
94	VERIZON COMMUNICATIONS INC COM VZ	VZ	5,199	$220.1k0.22%	0.22%	Added +353	+353 7.3%
95	PARKER-HANNIFIN CORP COM PH	PH	225	$220.1k0.22%	0.22%	Unchanged
96	RTX CORPORATION COM RTX	RTX	1,156	$219.3k0.21%	0.21%	Added +1	+1 0.1%
97	ISHARES TR SELECT DIVID ETF DVY	DVY	1,389	$217.2k0.21%	0.21%	Unchanged
98	ANALOG DEVICES INC COM ADI	ADI	544	$216.1k0.21%	0.21%	New
99	INVESCO EXCH TRADED FD TR II VAR RATE PFD VRP	VRP	8,776	$213.3k0.21%	0.21%	Unchanged
100	ABRDN SILVER ETF TRUST PHYSCL SILVR SHS SIVR	SIVR	3,785	$212.8k0.21%	0.21%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EXXON MOBIL CORP XOM	XOM	12,107	$2.1m12.1k shares
BONDBLOXX ETF TRUST		27,972	$1.0m28.0k shares
BONDBLOXX ETF TRUST		22,087	$813.6k22.1k shares
BONDBLOXX ETF TRUST		13,303	$449.7k13.3k shares
BONDBLOXX ETF TRUST		9,677	$377.9k9.7k shares
SUNOCO LP/SUNOCO FIN CORP SUN	SUN	3,696	$240.1k3.7k shares
GE VERNOVA INC GEV	GEV	249	$217.4k249 shares
GLOBAL X FDS SHLD	SHLD	3,010	$213.2k3.0k shares