Read this manager's filing book
Disclosed positions
PARTNERS WEALTH MANAGEMENT, LLC: source evidence dated 2026-07-22T03:59:59.999Z.
- Issuer
- STARBOARD INVT TR
- Ticker
- AGOX
- Class
- ADAPTIVE ALPHA
- Reported value
- $7,667,111
- Reported amount
- 221,209
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001214659-26-008734Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filings
Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filingsKeep reporting dates and units beside the answer, and inspect its original citations.
Disclosed positions
See the complete disclosed positions
Scroll sideways to compare all columns. Select a heading to sort.
| STARBOARD INVT TR | AGOX | ADAPTIVE ALPHA | $7,667,111 | 221,209 | SH | None |
| APPLE INC | AAPL | COM | $7,113,654 | 24,584 | SH | None |
| STARBOARD INVT TR | AMAX | ADAPTIVE HDGD MU | $6,604,435 | 892,491 | SH | None |
| STARBOARD INVT TR | RHRX | RH TACTICAL ROT | $4,781,900 | 216,965 | SH | None |
| JANUS DETROIT STR TR | VNLA | HENDRSN SHRT ETF | $4,698,067 | 96,144 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $3,331,364 | 6,658 | SH | None |
| ISHARES TR | IVE | S&P 500 VAL ETF | $2,879,658 | 12,682 | SH | None |
| ELI LILLY & CO | LLY | COM | $2,560,344 | 2,135 | SH | None |
| ISHARES TR | IVW | S&P 500 GRWT ETF | $2,382,679 | 17,325 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $1,896,413 | 9,478 | SH | None |
| MICROSOFT CORP | MSFT | COM | $1,846,773 | 4,951 | SH | None |
| AMAZON COM INC | AMZN | COM | $1,812,527 | 7,605 | SH | None |
| VANGUARD WORLD FD | VDE | ENERGY ETF | $1,653,194 | 11,012 | SH | None |
| BONDBLOXX ETF TRUST | XTRE | BLOOMBERG THREE | $1,591,925 | 32,468 | SH | None |
| AT&T INC | T | COM | $1,572,634 | 75,973 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $1,503,727 | 2,189 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $1,386,663 | 1,883 | SH | None |
| FIRST TR EXCHANGE-TRADED FD | EMLP | NO AMER ENERGY | $1,384,388 | 31,825 | SH | None |
| FIRST TR EXCHANGE TRADED FD | SDVY | SMID RISNG ETF | $1,137,082 | 26,358 | SH | None |
| ISHARES TR | BYLD | YLD OPTIM BD | $1,134,603 | 50,093 | SH | None |
| SCHWAB STRATEGIC TR | SCHV | US LCAP VA ETF | $1,093,469 | 31,412 | SH | None |
| FIDELITY COVINGTON TRUST | FHLC | MSCI HLTH CARE I | $1,076,479 | 13,935 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $1,063,168 | 3,248 | SH | None |
| SPDR INDEX SHS FDS | DWX | ST S&P INTL ETF | $1,061,862 | 23,104 | SH | None |
| CORNING INC | GLW | COM | $1,029,005 | 4,029 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $1,024,084 | 1,763 | SH | None |
| BONDBLOXX ETF TRUST | XCCC | CCC RT USD HI YL | $1,011,647 | 27,667 | SH | None |
| SELECT SECTOR SPDR TR | XLF | ST STR FINL ETF | $999,987 | 18,653 | SH | None |
| SELECT SECTOR SPDR TR | XLE | ST STR ENERG ETF | $993,064 | 18,698 | SH | None |
| ISHARES TR | IXJ | GLOB HLTHCRE ETF | $976,975 | 9,931 | SH | None |
| CSX CORP | CSX | COM | $975,308 | 20,520 | SH | None |
| INVESCO EXCH TRADED FD TR II | DWAS | DORSEY WRGT SMLC | $935,632 | 7,349 | SH | None |
| AMERICAN CENTY ETF TR | KORP | DIVERSIFID CRP | $882,198 | 18,830 | SH | None |
| PROCTER & GAMBLE CO | PG | COM | $846,687 | 5,774 | SH | None |
| COCA COLA CO | KO | COM | $805,386 | 9,910 | SH | None |
| INVESCO EXCH TRD SLF IDX FD | POWA | BLOO PRI PWR ETF | $803,393 | 9,043 | SH | None |
| ALLSTATE CORP | ALL | COM | $786,780 | 3,307 | SH | None |
| FIDELITY COVINGTON TRUST | FSTA | CONSMR STAPLES | $772,110 | 14,696 | SH | None |
| SELECT SECTOR SPDR TR | XLY | ST STR DISCR ETF | $747,355 | 6,372 | SH | None |
| CATERPILLAR INC | CAT | COM | $708,159 | 665 | SH | None |
| INVESCO EXCHANGE TRADED FD T | XLG | S&P 500 TOP 50 | $650,752 | 10,628 | SH | None |
| ISHARES TR | IJJ | S&P MC 400VL ETF | $649,126 | 4,394 | SH | None |
| STRATEGY INC | MSTR | CL A NEW | $648,498 | 7,460 | SH | None |
| ISHARES TR | IYK | US CONSM STAPLES | $646,065 | 8,892 | SH | None |
| WALMART INC | WMT | COM | $628,058 | 5,545 | SH | None |
| ALTRIA GROUP INC | MO | COM | $624,229 | 8,676 | SH | None |
| BP PLC | BP | SPONSORED ADR | $623,568 | 16,876 | SH | None |
| VANGUARD WELLINGTON FD | VFMO | US MOMENTUM | $607,548 | 2,435 | SH | None |
| MORGAN STANLEY | MS | COM NEW | $590,747 | 2,826 | SH | None |
| PROSHARES TR | IGHG | INVT INT RT HG | $551,450 | 7,040 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.