Partners Wealth Management, LLC filed its Form 13F-HR on October 27, 2026, disclosing equity securities held as of the close of business on September 30, 2026. The filing lists 479 total holdings across various sectors, including technology, healthcare, and financial services. The firm reported a total value of $9,614,318 for the portfolio.
The largest position disclosed in the filing is Coinbase Global Inc. Class A, with 22,828,000 shares. Other significant holdings include Apple Inc. with 102,462 shares, Amazon.com Inc. with 130,656 shares, and Alphabet Inc. Class A and Class C combined with 73,296 shares. The portfolio also includes substantial positions in Bitcoin-related ETFs, such as the iShares Bitcoin Trust ETF Shares Beneficial Interest (130,042 shares) and the Ark 21Shares Bitcoin ETF Shares Beneficial Interest (128,165 shares).
Among the individual stocks listed, Eli Lilly & Co. holds 4,438 shares, Broadcom Inc. holds 10,007 shares, and Blackstone Strategic Credit 20 Corp. Shares Beneficial Interest holds 462,153 shares. The filing also lists numerous exchange-traded funds (ETFs) and other investment vehicles, including various bond-focused ETFs from Bondbloxx and First Trust, as well as equity ETFs tracking indices like the S&P 500 and Nasdaq 100.
