Long-term investor
Partners Wealth Management, LLC @partnerswealthmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002054714).
Record
- Tracked since 2025-06-30 (434 days), 123 trades recorded
- Returns: week n/a · month n/a · 90 days +7.2% · 6 months +6.2% · 1 year +16.0% · all +16.0%
- Max drawdown -0.9% · Sharpe 0.99 · win rate 33% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 85521B742 · 7.5% · long · since 2025-06-30
- AAPL · 7.0% · long · since 2025-06-30
- 85521B783 · 6.5% · long · since 2025-06-30
- 85521B775 · 4.7% · long · since 2025-06-30
- 47103U886 · 4.6% · long · since 2025-06-30
- BRK-B · 3.3% · long · since 2025-06-30
- 464287408 · 2.8% · long · since 2025-06-30
- LLY · 2.5% · long · since 2025-06-30
- 464287309 · 2.3% · long · since 2025-06-30
- NVDA · 1.9% · long · since 2025-06-30
- MSFT · 1.8% · long · since 2025-06-30
- AMZN · 1.8% · long · since 2025-06-30
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