Partnership Wealth Management, LLC
Q4 2025 13F Holdings
- Locationtowson, MD
- Num holdings
68
- Value ($000)
$138,932
- Date Filed01/09/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
L ELI LILLY & CO COM | STOCK | 532457108 | $22.82 M | 16 % | 21,237 | ||
R INVESCO S&P 500 EQUAL WEIGHT ETF | ETF | 46137V357 | $11.52 M | 8 % | 60,150 | ||
I ISHARES CORE S&P MID-CAP ETF | ETF | 464287507 | $11.15 M | 8 % | 168,875 | ||
S SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | ETF | 78463X889 | $10.16 M | 7 % | 228,798 | ||
I ISHARES CORE S&P SMALL CAP ETF | ETF | 464287804 | $8.79 M | 6 % | 73,164 | ||
S STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | ETF | 78464A508 | $8.18 M | 6 % | 143,922 | ||
I ISHARES RUSSELL 1000 GROWTH ETF | ETF | 464287614 | $8.09 M | 6 % | 17,084 | ||
M MICROSOFT CORP COM | STOCK | 594918104 | $4.17 M | 3 % | 8,628 | ||
S ISHARES MSCI EAFE SMALL-CAP ETF | ETF | 464288273 | $3.00 M | 2 % | 38,667 | ||
S SPDR PORTFOLIO EMERGING MARKETS ETF | ETF | 78463X509 | $2.77 M | 2 % | 59,275 |
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