Partners Wealth Management, LLC
Partners Wealth Management, LLC reported 108 holdings worth US$102M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 21, 2026
Partners Wealth Management, LLC reported 108 holdings worth US$102M as of Jun 30, 2026. Largest: Apple Inc, Berkshire Hathaway Inc. and Eli Lilly And Company. Filed Jul 21, 2026 (Form 13F).
- Holdings
- 108
- Value as reported
- US$102M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 24,584 | US$7.11M | 7.0% |
| Berkshire Hathaway Inc. | 6,658 | US$3.33M | 3.3% |
| Eli Lilly And Company | 2,135 | US$2.56M | 2.5% |
| Nvidia Corporation | 9,478 | US$1.9M | 1.9% |
| Microsoft Corp. | 4,951 | US$1.85M | 1.8% |
| Amazon.com, Inc. | 7,605 | US$1.81M | 1.8% |
| At&t Inc. | 75,973 | US$1.57M | 1.5% |
| Jp Morgan Chase & Co. | 3,248 | US$1.06M | 1.0% |
| Corning Incorporated | 4,029 | US$1.03M | 1.0% |
| Advanced Micro Devices Inc | 1,763 | US$1.02M | 1.0% |
| Csx Corporation | 20,520 | US$975K | 0.96% |
| Procter & Gamble Company (the) | 5,774 | US$847K | 0.83% |
| Coca-cola Company (the) | 9,910 | US$805K | 0.79% |
| Allstate Corporation (the) | 3,307 | US$787K | 0.77% |
| Caterpillar, Inc. | 665 | US$708K | 0.69% |
| Strategy Inc | 7,460 | US$648K | 0.64% |
| Walmart Inc. | 5,545 | US$628K | 0.62% |
| Altria Group, Inc. | 8,676 | US$624K | 0.61% |
| Bp Plc | 16,876 | US$624K | 0.61% |
| Morgan Stanley | 2,826 | US$591K | 0.58% |
| Philip Morris International Inc | 2,994 | US$542K | 0.53% |
| Broadcom Inc. | 1,165 | US$440K | 0.43% |
| Chevron Corporation | 2,632 | US$436K | 0.43% |
| Southern Company (the) | 4,549 | US$435K | 0.43% |
| Johnson & Johnson | 1,659 | US$421K | 0.41% |
| Delta Air Lines, Inc. | 4,384 | US$411K | 0.40% |
| Merck & Company, Inc. | 3,079 | US$396K | 0.39% |
| International Business Machines Corporation | 1,373 | US$386K | 0.38% |
| Wells Fargo & Company | 4,417 | US$365K | 0.36% |
| Alphabet Inc (google) Class C | 886 | US$317K | 0.31% |
| Lowe's Companies, Inc. | 1,403 | US$309K | 0.30% |
| Goldman Sachs Group, Inc. (the) | 300 | US$303K | 0.30% |
| Micron Technology, Inc. | 261 | US$302K | 0.30% |
| Hsbc Holdings Plc | 3,150 | US$300K | 0.29% |
| Home Depot, Inc. (the) | 814 | US$287K | 0.28% |
| Gilead Sciences, Inc. | 2,150 | US$272K | 0.27% |
| Pepsico, Inc. | 2,000 | US$271K | 0.27% |
| Visa Inc. | 741 | US$254K | 0.25% |
| Duke Energy Corporation (holding Company) | 1,994 | US$252K | 0.25% |
| Texas Instruments Incorporated | 836 | US$249K | 0.24% |
| Phillips 66 | 1,428 | US$241K | 0.24% |
| Mastercard Incorporated | 469 | US$241K | 0.24% |
| Ge Aerospace | 636 | US$238K | 0.23% |
| Automatic Data Processing, Inc. | 1,061 | US$238K | 0.23% |
| S&p Global Inc. | 545 | US$222K | 0.22% |
| Verizon Communications Inc. | 5,199 | US$220K | 0.22% |
| Parker-hannifin Corporation | 225 | US$220K | 0.22% |
| Rtx Corporation | 1,156 | US$219K | 0.21% |
| Analog Devices, Inc. | 544 | US$216K | 0.21% |
| Walt Disney Company (the) | 2,181 | US$210K | 0.21% |
| American Express Company | 597 | US$202K | 0.20% |
| Energy Transfer Lp | 10,101 | US$193K | 0.19% |
| Plug Power, Inc. | 10,395 | US$28,170 | 0.03% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Ge Vernova Inc. | 0 | US$0 | 0.00% |
| Sunoco Lp | 0 | US$0 | 0.00% |
Source
View original at SEC
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