2026 Q3 Portfolio Activity
In 2026 Q3, PARTNERS WEALTH MANAGEMENT, LLC maintained a portfolio of 484 distinct positions. The most significant new addition was COINBASE GLOBAL INC, now representing 4.43% of the total fund value. They heavily accumulated shares in NVIDIA CORPORATION, increasing the position by 2303.0%.
Position History
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Total Positions
484
Quarter
2026 Q3
Top Holding
NVDA (5.4%)
Top 10 Concentration
33.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 484
PARTNERS WEALTH MANAGEMENT, LLC Full Holdings List — 2026 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORPORAT...
|
Technology | 5.42% | 1.86% |
#1
9
Prev: #10
|
7.2 |
—
|
218,276 | 2303.0% |
P
S
|
227,754 | $52,087,554 |
$224.20
-16.8%
|
2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | ||
|
COIN
COINBASE GLOBAL...
|
Financial Services | 4.43% | — |
#2
Prev: #—
|
6.8 |
—
|
228,280 | — |
NEW
|
228,280 | $42,553,678 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
META
META PLATFORMS ...
|
Communication Services | 3.60% | — |
#3
Prev: #—
|
5.9 |
—
|
47,672 | — |
NEW
|
47,672 | $34,570,802 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
AAPL
APPLE INC
|
Technology | 3.55% | 6.97% |
#4
2
Prev: #2
|
4.9 |
—
|
77,878 | 316.8% |
P
S
|
102,462 | $34,121,918 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 3.39% | 1.78% |
#5
7
Prev: #12
|
4.9 |
—
|
123,051 | 1618.0% |
P
S
|
130,656 | $32,552,831 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
AGOX
STARBOARD INVT ...
|
ETF | 3.32% | 7.52% |
#6
5
Prev: #1
|
4.3 |
—
|
735,566 | 332.5% |
P
S
|
956,775 | $31,921,068 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
AMAX
STARBOARD INVT ...
|
Unknown | 2.98% | 6.47% |
#7
4
Prev: #3
|
4.2 |
—
|
2,989,817 | 335.0% |
P
S
|
3,882,308 | $28,651,435 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
RHRX
STARBOARD INVT ...
|
Unknown | 2.87% | 4.69% |
#8
4
Prev: #4
|
4.1 |
—
|
1,068,344 | 492.4% |
P
S
|
1,285,309 | $27,595,591 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
MSTR
STRATEGY INC
|
Technology | 1.94% | 0.64% |
#9
34
Prev: #43
|
3.8 |
—
|
114,104 | 1529.5% |
P
S
|
121,564 | $18,610,233 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.78% | 0.31% |
#10
63
Prev: #73
|
3.7 |
—
|
48,731 | 5500.1% |
P
S
|
49,617 | $17,072,339 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 1.61% | 1.36% |
#11
6
Prev: #17
|
3.6 |
—
|
19,001 | 1009.1% |
P
S
|
20,884 | $15,465,025 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.45% | 1.81% |
#12
1
Prev: #11
|
3.6 |
—
|
22,278 | 450.0% |
P
S
|
27,229 | $13,965,661 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 1.31% | — |
#13
Prev: #—
|
4.0 |
—
|
140,197 | — |
NEW
|
140,197 | $12,633,117 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 1.28% | — |
#14
Prev: #—
|
4.0 |
—
|
46,400 | — |
NEW
|
46,400 | $12,284,400 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 1.16% | — |
#15
Prev: #—
|
4.0 |
—
|
24,326 | — |
NEW
|
24,326 | $11,116,415 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 1.14% | 1.47% |
#16
Prev: #16
|
3.5 |
—
|
13,487 | 616.1% |
P
S
|
15,676 | $10,986,348 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
HOOD
ROBINHOOD MKTS ...
|
Financial Services | 1.03% | — |
#17
Prev: #—
|
3.9 |
—
|
88,058 | — |
NEW
|
88,058 | $9,906,520 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 1.00% | 1.00% |
#18
8
Prev: #26
|
3.4 |
—
|
13,995 | 793.8% |
P
S
|
15,758 | $9,640,057 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
XONE
BONDBLOXX ETF T...
|
ETF | 0.97% | — |
#19
Prev: #—
|
3.9 |
—
|
189,045 | — |
NEW
|
189,045 | $9,299,110 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
SGOV
ISHARES TR
|
ETF | 0.96% | — |
#20
Prev: #—
|
3.9 |
—
|
91,689 | — |
NEW
|
91,689 | $9,231,220 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
CLSE
TRUST FOR PROFE...
|
Unknown | 0.90% | 0.20% |
#21
83
Prev: #104
|
3.4 |
—
|
248,521 | 4183.9% |
P
S
|
254,461 | $8,654,219 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.84% | — |
#22
Prev: #—
|
3.8 |
—
|
23,679 | — |
NEW
|
23,679 | $8,068,231 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.78% | — |
#23
Prev: #—
|
3.8 |
—
|
39,972 | — |
NEW
|
39,972 | $7,476,771 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
SECT
NORTHERN LTS FD...
|
ETF | 0.77% | — |
#24
Prev: #—
|
3.8 |
—
|
104,132 | — |
NEW
|
104,132 | $7,450,628 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
HTUS
CAPITOL SER TR
|
ETF | 0.75% | — |
#25
Prev: #—
|
3.8 |
—
|
158,705 | — |
NEW
|
158,705 | $7,228,992 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
BUFR
FIRST TR EXCHNG...
|
ETF | 0.71% | — |
#26
Prev: #—
|
3.8 |
—
|
182,009 | — |
NEW
|
182,009 | $6,819,859 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
MGV
VANGUARD WORLD ...
|
ETF | 0.70% | — |
#27
Prev: #—
|
3.8 |
—
|
41,856 | — |
NEW
|
41,856 | $6,742,537 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.67% | 0.47% |
#28
28
Prev: #56
|
3.3 |
—
|
7,751 | 1207.3% |
P
S
|
8,393 | $6,417,216 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
NBIS
NEBIUS GROUP N....
|
Communication Services | 0.64% | — |
#29
Prev: #—
|
3.8 |
—
|
26,264 | — |
NEW
|
26,264 | $6,195,152 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
IBIT
ISHARES BITCOIN...
|
Bond/Debt | 0.64% | — |
#30
Prev: #—
|
3.8 |
—
|
130,042 | — |
NEW
|
130,042 | $6,156,188 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.60% | 3.27% |
#31
25
Prev: #6
|
3.2 |
—
|
4,950 | 74.3% |
P
S
|
11,608 | $5,779,972 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
VNLA
JANUS DETROIT S...
|
ETF | 0.57% | 4.61% |
#32
27
Prev: #5
|
2.2 |
—
|
17,036 | 17.7% |
P
S
|
113,180 | $5,517,742 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.57% | — |
#33
Prev: #—
|
3.7 |
—
|
15,427 | — |
NEW
|
15,427 | $5,473,654 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
WLDR
TWO RDS SHARED ...
|
ETF | 0.55% | — |
#34
Prev: #—
|
3.7 |
—
|
114,185 | — |
NEW
|
114,185 | $5,324,447 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
SCHV
SCHWAB STRATEGI...
|
ETF | 0.55% | 1.07% |
#35
14
Prev: #21
|
3.2 |
—
|
128,291 | 408.4% |
P
S
|
159,703 | $5,319,699 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
BOND
PIMCO ETF TR
|
ETF | 0.55% | — |
#36
Prev: #—
|
3.7 |
—
|
60,399 | — |
NEW
|
60,399 | $5,254,069 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
BGB
BLACKSTONE STRA...
|
Financial Services | 0.54% | — |
#37
Prev: #—
|
3.7 |
—
|
462,153 | — |
NEW
|
462,153 | $5,194,596 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.53% | 2.51% |
#38
30
Prev: #8
|
3.2 |
—
|
2,303 | 107.9% |
P
S
|
4,438 | $5,135,104 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
IWY
ISHARES TR
|
ETF | 0.53% | — |
#39
Prev: #—
|
3.7 |
—
|
17,407 | — |
NEW
|
17,407 | $5,133,428 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
CEFS
EXCHANGE LISTED...
|
ETF | 0.51% | — |
#40
Prev: #—
|
3.7 |
—
|
200,512 | — |
NEW
|
200,512 | $4,915,947 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
HCMT
DIREXION SHARES...
|
ETF | 0.51% | — |
#41
Prev: #—
|
3.7 |
—
|
114,503 | — |
NEW
|
114,503 | $4,883,548 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.50% | — |
#42
Prev: #—
|
3.7 |
—
|
12,859 | — |
NEW
|
12,859 | $4,812,214 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.49% | — |
#43
Prev: #—
|
3.7 |
—
|
21,775 | — |
NEW
|
21,775 | $4,705,149 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
SMCO
TIDAL TRUST II
|
ETF | 0.48% | — |
#44
Prev: #—
|
3.7 |
—
|
167,200 | — |
NEW
|
167,200 | $4,589,005 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
XHLF
BONDBLOXX ETF T...
|
ETF | 0.48% | — |
#45
Prev: #—
|
3.7 |
—
|
90,959 | — |
NEW
|
90,959 | $4,570,670 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.47% | 0.30% |
#46
31
Prev: #77
|
3.2 |
—
|
11,117 | 1354.1% |
P
S
|
11,938 | $4,546,571 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
ANET
ARISTA NETWORKS...
|
Technology | 0.47% | — |
#47
Prev: #—
|
3.7 |
—
|
22,252 | — |
NEW
|
22,252 | $4,530,285 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
SCHG
SCHWAB STRATEGI...
|
ETF | 0.46% | — |
#48
Prev: #—
|
3.7 |
—
|
122,098 | — |
NEW
|
122,098 | $4,386,970 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
DIVP
ADVISORS INNER ...
|
Unknown | 0.44% | — |
#49
Prev: #—
|
3.7 |
—
|
162,995 | — |
NEW
|
162,995 | $4,241,972 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
IVV
ISHARES TR
|
ETF | 0.44% | 0.23% |
#50
42
Prev: #92
|
3.2 |
—
|
5,220 | 1694.8% |
P
S
|
5,528 | $4,233,448 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 |
Showing 1-50 of 484 holdings