# EDGAR Filing Document

**Accession Number:** 0002054714
**File Stem:** 0001214659-26-005027
**Filing Date:** 2026-4
**Character Count:** 14499
**Document Hash:** 3da355c7f1112fdfb524d72a8cd0fff4
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001214659-26-005027.hdr.sgml**: 20260424

**ACCESSION NUMBER**: 0001214659-26-005027

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260424

**DATE AS OF CHANGE**: 20260423

**EFFECTIVENESS DATE**: 20260424

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** PARTNERS WEALTH MANAGEMENT, LLC
- **CENTRAL INDEX KEY:** 0002054714

**ORGANIZATION NAME:**
- **EIN:** 862726136
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24737
- **FILM NUMBER:** 26890068

**BUSINESS ADDRESS:**
- **STREET 1:** NW CORNER OCEAN AVENUE AND MISSION ST
- **CITY:** CARMEL BY THE SEA
- **STATE:** CA
- **ZIP:** 93921
- **BUSINESS PHONE:** (402) 679-0315

**MAIL ADDRESS:**
- **STREET 1:** NW CORNER OCEAN AVENUE AND MISSION ST
- **CITY:** CARMEL BY THE SEA
- **STATE:** CA
- **ZIP:** 93921

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** PARTNERS WEALTH MANAGEMENT LLC<br>**Address:** NW CORNER OCEAN AVENUE AND MISSION ST<br>CARMEL BY THE SEA, CA 93921

**Form 13F File Number:** 028-24737

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** CHRIS LEIN<br>**Title:** CHIEF OPERATING OFFICER<br>**Phone:** 904-204-7297

**Signature, Place, and Date of Signing:**

CHRIS LEIN  PONTE VEDRA BEACH, FL  04-23-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 109

**Form 13F Information Table Value Total:** $97046240

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABRDN SILVER ETF TRUST | PHYSCL SILVR SHS | 003264108 |  | 271044 | 3785 | SH |  | SOLE |  | 3785 | 0 | 0 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 358647 | 1763 | SH |  | SOLE |  | 1763 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 280659 | 976 | SH |  | SOLE |  | 976 | 0 | 0 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 574693 | 8709 | SH |  | SOLE |  | 8708 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 1606761 | 7715 | SH |  | SOLE |  | 7714 | 0 | 0 |
| AMERICAN CENTY ETF TR | DIVERSIFID CRP | 025072109 |  | 885773 | 19004 | SH |  | SOLE |  | 19003 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 6753794 | 26612 | SH |  | SOLE |  | 26611 | 0 | 0 |
| AT INC | COM | 00206R102 |  | 2230118 | 76927 | SH |  | SOLE |  | 76927 | 0 | 0 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 221060 | 1088 | SH |  | SOLE |  | 1088 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 3239169 | 6760 | SH |  | SOLE |  | 6759 | 0 | 0 |
| BONDBLOXX ETF TRUST | USD HI YLD ENERG | 097890107 |  | 377887 | 9677 | SH |  | SOLE |  | 9677 | 0 | 0 |
| BONDBLOXX ETF TRUST | USD HI YLD FINAN | 09789C309 |  | 813580 | 22087 | SH |  | SOLE |  | 22087 | 0 | 0 |
| BONDBLOXX ETF TRUST | USD HI YLD INDUS | 09789C606 |  | 1046160 | 27972 | SH |  | SOLE |  | 27972 | 0 | 0 |
| BONDBLOXX ETF TRUST | USD HI YLD TELEC | 09789C507 |  | 449708 | 13303 | SH |  | SOLE |  | 13303 | 0 | 0 |
| BONDBLOXX ETF TRUST | BLOOMBERG THREE | 09789C846 |  | 1571940 | 31750 | SH |  | SOLE |  | 31749 | 0 | 0 |
| BONDBLOXX ETF TRUST | CCC RT USD HI YL | 09789C887 |  | 971027 | 26677 | SH |  | SOLE |  | 26676 | 0 | 0 |
| BP PLC | SPONSORED ADR | 055622104 |  | 794347 | 16901 | SH |  | SOLE |  | 16901 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 373890 | 1208 | SH |  | SOLE |  | 1208 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 |  | 603608 | 852 | SH |  | SOLE |  | 852 | 0 | 0 |
| CHEVRON CORPORATION | COM | 166764100 |  | 544650 | 2632 | SH |  | SOLE |  | 2632 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 753656 | 9910 | SH |  | SOLE |  | 9910 | 0 | 0 |
| CORNING INC | COM | 219350105 |  | 551701 | 4058 | SH |  | SOLE |  | 4057 | 0 | 0 |
| CSX CORP | COM | 126408103 |  | 874064 | 21293 | SH |  | SOLE |  | 21292 | 0 | 0 |
| DELTA AIR LINES INC | COM NEW | 247361702 |  | 291448 | 4384 | SH |  | SOLE |  | 4384 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 216469 | 2246 | SH |  | SOLE |  | 2246 | 0 | 0 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 274450 | 2096 | SH |  | SOLE |  | 2096 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 2489501 | 2707 | SH |  | SOLE |  | 2706 | 0 | 0 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 |  | 194558 | 10081 | SH |  | SOLE |  | 10080 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 2054017 | 12107 | SH |  | SOLE |  | 12106 | 0 | 0 |
| FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | 316092600 |  | 993765 | 14124 | SH |  | SOLE |  | 14124 | 0 | 0 |
| FIDELITY COVINGTON TRUST | CONSMR STAPLES | 316092303 |  | 773311 | 14778 | SH |  | SOLE |  | 14777 | 0 | 0 |
| FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 33739E108 |  | 201125 | 11331 | SH |  | SOLE |  | 11331 | 0 | 0 |
| FIRST TR EXCHANGE TRADED FD | SMID RISNG ETF | 33741X102 |  | 1045209 | 26508 | SH |  | SOLE |  | 26507 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED ALP | COM SHS | 33734Y109 |  | 348993 | 2924 | SH |  | SOLE |  | 2924 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | 33738D101 |  | 1393846 | 31925 | SH |  | SOLE |  | 31925 | 0 | 0 |
| GE AEROSPACE | COM NEW | 369604301 |  | 278333 | 981 | SH |  | SOLE |  | 980 | 0 | 0 |
| GE VERNOVA INC | COM | 36828A101 |  | 217364 | 249 | SH |  | SOLE |  | 249 | 0 | 0 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 299646 | 2150 | SH |  | SOLE |  | 2150 | 0 | 0 |
| GLOBAL X FDS | DEFENSE TECH ETF | 37960A529 |  | 213237 | 3010 | SH |  | SOLE |  | 3010 | 0 | 0 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 253797 | 300 | SH |  | SOLE |  | 300 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 266730 | 811 | SH |  | SOLE |  | 811 | 0 | 0 |
| HSBC HLDGS PLC | SPON ADR NEW | 404280406 |  | 259844 | 3150 | SH |  | SOLE |  | 3150 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 336922 | 1390 | SH |  | SOLE |  | 1390 | 0 | 0 |
| INVESCO DB MULTI-SECTOR COMM | ENERGY FD | 46140H304 |  | 498780 | 16925 | SH |  | SOLE |  | 16925 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | DORSEY WRGT SMLC | 46138E842 |  | 708841 | 7198 | SH |  | SOLE |  | 7198 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | S INTL MOMNT | 46138E222 |  | 242612 | 4424 | SH |  | SOLE |  | 4424 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | VAR RATE PFD | 46138G870 |  | 210448 | 8776 | SH |  | SOLE |  | 8775 | 0 | 0 |
| INVESCO EXCH TRD SLF IDX FD | BLOOMBERG PRICIN | 46138J775 |  | 779061 | 9043 | SH |  | SOLE |  | 9043 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S 500 TOP 50 | 46137V233 |  | 579757 | 10628 | SH |  | SOLE |  | 10628 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 1069882 | 1854 | SH |  | SOLE |  | 1853 | 0 | 0 |
| ISHARES TR | GLOB HLTHCRE ETF | 464287325 |  | 934991 | 9996 | SH |  | SOLE |  | 9995 | 0 | 0 |
| ISHARES TR | U.S. REAL ES ETF | 464287739 |  | 445414 | 4710 | SH |  | SOLE |  | 4710 | 0 | 0 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 222888 | 1793 | SH |  | SOLE |  | 1793 | 0 | 0 |
| ISHARES TR | FUTURE AI  TECH | 46435U556 |  | 335468 | 7210 | SH |  | SOLE |  | 7209 | 0 | 0 |
| ISHARES TR | US AER DEF ETF | 464288760 |  | 485696 | 2220 | SH |  | SOLE |  | 2220 | 0 | 0 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 210357 | 1389 | SH |  | SOLE |  | 1389 | 0 | 0 |
| ISHARES TR | GLOBAL FINLS ETF | 464287333 |  | 281238 | 2467 | SH |  | SOLE |  | 2467 | 0 | 0 |
| ISHARES TR | US CONSM STAPLES | 464287812 |  | 592217 | 8457 | SH |  | SOLE |  | 8456 | 0 | 0 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 2512271 | 11898 | SH |  | SOLE |  | 11898 | 0 | 0 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 1872032 | 16551 | SH |  | SOLE |  | 16550 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 200967 | 308 | SH |  | SOLE |  | 307 | 0 | 0 |
| ISHARES TR | YLD OPTIM BD | 46434V787 |  | 1197214 | 53139 | SH |  | SOLE |  | 53138 | 0 | 0 |
| ISHARES TR | S MC 400VL ETF | 464287705 |  | 582205 | 4394 | SH |  | SOLE |  | 4394 | 0 | 0 |
| ISHARES TR | GLOBAL ENERG ETF | 464287341 |  | 646787 | 11227 | SH |  | SOLE |  | 11227 | 0 | 0 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 375101 | 1052 | SH |  | SOLE |  | 1052 | 0 | 0 |
| JANUS DETROIT STR TR | HENDRSN SHRT ETF | 47103U886 |  | 4330894 | 88639 | SH |  | SOLE |  | 88638 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 405526 | 1659 | SH |  | SOLE |  | 1659 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 955432 | 3248 | SH |  | SOLE |  | 3248 | 0 | 0 |
| LEGG MASON ETF INVT | FRANKLIN INTL LW | 52468L505 |  | 398549 | 9831 | SH |  | SOLE |  | 9831 | 0 | 0 |
| LOWES COS INC | COM | 548661107 |  | 331446 | 1403 | SH |  | SOLE |  | 1402 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 236339 | 473 | SH |  | SOLE |  | 473 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 370373 | 3079 | SH |  | SOLE |  | 3079 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 1849851 | 4997 | SH |  | SOLE |  | 4997 | 0 | 0 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 482026 | 2929 | SH |  | SOLE |  | 2929 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1657133 | 9502 | SH |  | SOLE |  | 9501 | 0 | 0 |
| PARKER-HANNIFIN CORP | COM | 701094104 |  | 201429 | 225 | SH |  | SOLE |  | 225 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 310345 | 1998 | SH |  | SOLE |  | 1998 | 0 | 0 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 495069 | 2994 | SH |  | SOLE |  | 2994 | 0 | 0 |
| PHILLIPS 66 | COM | 718546104 |  | 283326 | 1555 | SH |  | SOLE |  | 1555 | 0 | 0 |
| PLUG PWR INC | COM NEW | 72919P202 |  | 23493 | 10395 | SH |  | SOLE |  | 10395 | 0 | 0 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 833872 | 5773 | SH |  | SOLE |  | 5773 | 0 | 0 |
| PROSHARES TR | INVT INT RT HG | 74347B607 |  | 546733 | 7040 | SH |  | SOLE |  | 7040 | 0 | 0 |
| RTX CORPORATION | COM | 75513E101 |  | 222848 | 1155 | SH |  | SOLE |  | 1155 | 0 | 0 |
| S GLOBAL INC | COM | 78409V104 |  | 231810 | 545 | SH |  | SOLE |  | 545 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 968146 | 31742 | SH |  | SOLE |  | 31742 | 0 | 0 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 371068 | 12095 | SH |  | SOLE |  | 12094 | 0 | 0 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 |  | 418254 | 8548 | SH |  | SOLE |  | 8548 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET FIN | 81369Y605 |  | 863629 | 17493 | SH |  | SOLE |  | 17493 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET ENE | 81369Y506 |  | 1159358 | 18925 | SH |  | SOLE |  | 18925 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET CON | 81369Y407 |  | 679752 | 6237 | SH |  | SOLE |  | 6237 | 0 | 0 |
| SOUTHERN CO | COM | 842587107 |  | 439103 | 4549 | SH |  | SOLE |  | 4549 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 370551 | 861 | SH |  | SOLE |  | 861 | 0 | 0 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X533 |  | 200716 | 5084 | SH |  | SOLE |  | 5084 | 0 | 0 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X772 |  | 1010509 | 22159 | SH |  | SOLE |  | 22159 | 0 | 0 |
| STARBOARD INVT TR | ADAPTIVE ALPHA | 85521B742 |  | 5648115 | 212176 | SH |  | SOLE |  | 212175 | 0 | 0 |
| STARBOARD INVT TR | RH TACTICAL ROT | 85521B775 |  | 3702514 | 194936 | SH |  | SOLE |  | 194935 | 0 | 0 |
| STARBOARD INVT TR | ADAPTIVE HDGD MU | 85521B783 |  | 6150468 | 800842 | SH |  | SOLE |  | 800842 | 0 | 0 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 419469 | 645 | SH |  | SOLE |  | 645 | 0 | 0 |
| STRATEGY INC | CL A NEW | 594972408 |  | 883334 | 7078 | SH |  | SOLE |  | 7078 | 0 | 0 |
| SUNOCO LP/SUNOCO FIN CORP | COM UT REP LP | 86765K109 |  | 240129 | 3696 | SH |  | SOLE |  | 3696 | 0 | 0 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 344889 | 3888 | SH |  | SOLE |  | 3888 | 0 | 0 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 255372 | 975 | SH |  | SOLE |  | 975 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 1308297 | 2189 | SH |  | SOLE |  | 2189 | 0 | 0 |
| VANGUARD WELLINGTON FD | US MOMENTUM | 921935508 |  | 480619 | 2438 | SH |  | SOLE |  | 2438 | 0 | 0 |
| VANGUARD WORLD FD | ENERGY ETF | 92204A306 |  | 1905343 | 11011 | SH |  | SOLE |  | 11011 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 243269 | 4846 | SH |  | SOLE |  | 4846 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 241577 | 799 | SH |  | SOLE |  | 799 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 688900 | 5543 | SH |  | SOLE |  | 5543 | 0 | 0 |
| WELLS FARGO  CO | COM | 949746101 |  | 351637 | 4417 | SH |  | SOLE |  | 4417 | 0 | 0 |

---