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Partnership Wealth Management, LLC

Q4 2025 13F Holdings

  • Location
    towson, MD
  • Num holdings

    68

  • Value ($000)

    $138,932

  • Date Filed
    01/09/2026
  • Form type
    13F-HR
  • CIK
    0002010656
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
L
LLY

ELI LILLY & CO COM

STOCK
532457108
$22.82M
16 %

21,237

R
RSP

INVESCO S&P 500 EQUAL WEIGHT ETF

ETF
46137V357
$11.52M
8 %

60,150

I
IJH

ISHARES CORE S&P MID-CAP ETF

ETF
464287507
$11.15M
8 %

168,875

S
SPDW

SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF

ETF
78463X889
$10.16M
7 %

228,798

I
IJR

ISHARES CORE S&P SMALL CAP ETF

ETF
464287804
$8.79M
6 %

73,164

S
SPYV

STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF

ETF
78464A508
$8.18M
6 %

143,922

I
IWF

ISHARES RUSSELL 1000 GROWTH ETF

ETF
464287614
$8.09M
6 %

17,084

M
MSFT

MICROSOFT CORP COM

STOCK
594918104
$4.17M
3 %

8,628

S
SCZ

ISHARES MSCI EAFE SMALL-CAP ETF

ETF
464288273
$3M
2 %

38,667

S
SPEM

SPDR PORTFOLIO EMERGING MARKETS ETF

ETF
78463X509
$2.77M
2 %

59,275

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