Partners Wealth Management, LLCCoreConcentrated long-term

CIK: 0002054714 | CARMEL BY THE SEA, CA

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	479	$961.4M	2026-10-28	SEC ↗
Q2 2026	13F-HR	108	$102.0M	2026-07-21	SEC ↗
Q1 2026	13F-HR	109	$97.0M	2026-04-24	SEC ↗
Q4 2025	13F-HR	107	$95.7M	2026-01-20	SEC ↗
Q3 2025	13F-HR	123	$101.3M	2025-10-29	SEC ↗
Q2 2025	13F-HR	114	$87.8M	2025-07-22	SEC ↗
Q1 2025	13F-HR	116	$88.2M	2025-04-17	SEC ↗
Q4 2024	13F-HR	112	$87.9M	2025-02-04	SEC ↗