Partnership Wealth Management, LLC (CIK: 0002010656) is a financial institution headquartered at 606 E Joppa Road, , Towson, Maryland 21286. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $147.95 M, comprising 67 distinct securities. Over its filing history, it has submitted 11 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 68.8%. Quarterly turnover: 1.2%. ▲ 2 new, +13 added, −9 reduced, ×1 exited.

Top Buys

Q2 2026

1. IWF Ishares Russell 1000 Growth Etf

+$2.36 M

2. RSP Invesco S&P 500 Equal Weight Etf

+$734,907.59

3. VUSB Vanguard Ultra-Short Bond Etf

+$449,912

4. SPDW Spdr Portfolio Developed World Ex-Us Etf

+$365,730.76

5. QQQ Invesco Qqq Trust Series I

+$206,192

Top Sells

Q2 2026

1. CTRA Coterra Energy

−$1.34 M

2. SPYV Spdr Portfolio S&P 500 Value Etf

−$177,080.09

3. AAPL Apple

−$82,762.03

4. JNJ Johnson & Johnson

−$44,190.78

5. PM Philip Morris International

−$19,356.57

Stocks/ETFs

+13.06%

$145.42 M 98.29%

Options

$0 0.00%

Debt

$0 0.00%

Other

+0.42%

$2.52 M 1.71%

Name	Shares	Market Value	Weight	Change	Activity
Eli Lilly And Company LLY	21,162	$25.38 M	17.16%
Invesco S&P 500 Equal Weight Etf ETF-RSP	118,841	$25.29 M	17.09%	▲ 3,454	Add 3.0%
Ishares Core S&P Mid-Cap Etf ETF-IJH	163,831	$12.63 M	8.54%	▲ 1,903	Add 1.2%
Spdr Portfolio Developed World Ex-Us Etf ETF-SPDW	218,092	$10.99 M	7.43%	▲ 7,258	Add 3.4%
Ishares Core S&P Small Cap Etf ETF-IJR	70,869	$10.51 M	7.10%	▲ 531	Add 0.8%
Spdr Portfolio S&P 500 Value Etf ETF-SPYV	52,641	$3.2 M	2.16%	▼ 2,913	Reduce -5.2%
Ishares Msci Eafe Small-Cap Etf ETF-SCZ	38,716	$3.19 M	2.15%	▲ 1,548	Add 4.2%
Ishares Russell 1000 Growth Etf ETF-IWF	25,647	$3.18 M	2.15%	▲ 18,972	Add 284.2%
Spdr Portfolio Emerging Markets Etf ETF-SPEM	58,854	$3.05 M	2.06%	▲ 1,845	Add 3.2%
Trane Technologies PLC TT	5,250	$2.58 M	1.74%

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Partnership Wealth Management, LLC's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Partnership Wealth Management, LLC each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 11 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Name	Shares	Value	% of Portfolio	% Change
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Partnership Wealth Management, LLC Quarterly 13F Statistics

Discover detailed insights into Partnership Wealth Management, LLC’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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Partnership Wealth Management, LLC's All 13F Filings

This section lists all SEC Form 13F filings submitted by Partnership Wealth Management, LLC.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Partnership Wealth Management, LLC 13F Filings, Portfolio & Analysis

Partnership Wealth Management, LLC — Portfolio Overview & Company Profile

Portfolio Summary (Q2 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2026)

Historical Portfolio Charts

Partnership Wealth Management, LLC's Portfolio

Partnership Wealth Management, LLC Quarterly 13F Statistics

Partnership Wealth Management, LLC's All 13F Filings

Insider Trading Activity (SEC Form 4)