Partnership Wealth Management, LLC
Q3 2025 13F Holdings
- Locationtowson, MD
- Num holdings
70
- Value ($000)
$129,841
- Date Filed10/08/2025
- Form type13F-HR
- CIK0002010656
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
LLY ELI LILLY & CO COM | STOCK | 532457108 | $16.20 M | 13 % | 21,236 | ||
IJH ISHARES CORE S&P MID-CAP ETF | ETF | 464287507 | $10.96 M | 8 % | 167,911 | ||
RSP INVESCO S&P 500 EQUAL WEIGHT ETF | ETF | 46137V357 | $10.71 M | 8 % | 56,467 | ||
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | ETF | 78463X889 | $9.50 M | 7 % | 221,965 | ||
IJR ISHARES CORE S&P SMALL CAP ETF | ETF | 464287804 | $8.65 M | 7 % | 72,777 | ||
IWF ISHARES RUSSELL 1000 GROWTH ETF | ETF | 464287614 | $8.46 M | 7 % | 18,055 | ||
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF | ETF | 78464A508 | $7.72 M | 6 % | 139,542 | ||
MSFT MICROSOFT CORP COM | STOCK | 594918104 | $4.36 M | 3 % | 8,424 | ||
SCZ ISHARES MSCI EAFE SMALL-CAP ETF | ETF | 464288273 | $2.87 M | 2 % | 37,429 | ||
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF | ETF | 78463X509 | $2.68 M | 2 % | 57,359 |
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