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CHRIS LEIN

Partners Wealth Management, Llc

Assets Managed
$102.013M
Holdings
108
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
5.12%(2Q avg: 3.25%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Partners Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 108 positions.

Assets under management

The assets under management (AUM) of Partners Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 102.013M in assets, with a quarterly growth rate of 5.12% and a 2-quarter average growth rate of 3.25%. The portfolio is managed by CHRIS LEIN, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AGOX
Adaptive Alpha Opportunities
Recent Activity
Increased 4.26%
7.52%
$7.667M
221,209 shares@ $34.67 avg price
AAPL
Apple Inc
Recent Activity
Decreased -7.62%
6.98%
$7.114M
24,584 shares@ $289.37 avg price
AMAX
Adaptive Hedged Multi-asset
Recent Activity
Increased 11.45%
6.48%
$6.604M
892,491 shares@ $7.41 avg price
RHRX
Rh Tactical Rotation Etf
Recent Activity
Increased 11.31%
4.69%
$4.782M
216,965 shares@ $22.04 avg price
VNLA
Janus Henderson Short Durati
Recent Activity
Increased 8.47%
4.61%
$4.698M
96,144 shares@ $48.87 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -1.5%
3.27%
$3.331M
6,658 shares@ $500.36 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Increased 6.59%
2.83%
$2.88M
12,682 shares@ $227.07 avg price
LLY
Eli Lilly & Co
Recent Activity
Decreased -21.13%
2.51%
$2.56M
2,135 shares@ $1199.23 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 4.68%
2.34%
$2.383M
17,325 shares@ $137.53 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.25%
1.86%
$1.896M
9,478 shares@ $200.09 avg price

1-10 of 108