Partnership Wealth Management, LLC Portfolio Holdings

Partnership Wealth Management, LLC

  • $130 Billion
  • Q3 2025

Partnership Wealth Management, LLC has filed its 13F form on October 08, 2025 for Q3 2025 where it was disclosed a total value porftolio of $130 Billion distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $16.2B, Ishares Core S&P Mid Cap ETF with a value of $11B, Invesco S&P 500 Equal Weight E with a value of $10.7B, Spdr Ser Tr Fds Spdr Portfolio with a value of $9.5B, and Ishares Core S&P Sm Cap ETF with a value of $8.65B.

Examining the 13F form we can see an increase of $6.32B in the current position value, from $124B to 130B.

Partnership Wealth Management, LLC is based out at Towson, MD

Below you can find more details about Partnership Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $130 Billion
ETFs: $64.5 Billion
Healthcare: $25.6 Billion
Industrials: $8.63 Billion
Technology: $8.53 Billion
Consumer Defensive: $6.57 Billion
Utilities: $3.8 Billion
Energy: $3.61 Billion
Communication Services: $2.7 Billion
Other: $5.81 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$769B
$16.2 Billion 12.48% of portfolio
21,236
Q3 2025 Reduced 2.43%
$0
$11 Billion 8.44% of portfolio
167,911
Q3 2025 Reduced 0.52%
$0
$10.7 Billion 8.25% of portfolio
56,467
Q3 2025 Added 55.5%
$0
$9.5 Billion 7.31% of portfolio
221,965
Q3 2025 Added 3.6%
$0
$8.65 Billion 6.66% of portfolio
72,777
Q3 2025 Added 0.97%
$0
$8.46 Billion 6.51% of portfolio
18,055
Q3 2025 Reduced 0.02%
$0
$7.72 Billion 5.95% of portfolio
139,542
Q3 2025 Added 0.46%
$3.85T
$4.36 Billion 3.36% of portfolio
8,424
Q3 2025 Reduced 1.2%
$0
$2.87 Billion 2.21% of portfolio
37,429
Q3 2025 Reduced 6.89%
$0
$2.68 Billion 2.07% of portfolio
57,359
Q3 2025 Reduced 1.02%
$67.4B
$2.41 Billion 1.86% of portfolio
8,035
Q4 2023 New
$96.9B
$2.22 Billion 1.71% of portfolio
5,250
Q4 2023 New
$227B
$2 Billion 1.54% of portfolio
14,927
Q4 2023 New
$506B
$1.85 Billion 1.43% of portfolio
10,000
Q2 2024 Reduced 0.83%
$92.7B
$1.71 Billion 1.32% of portfolio
37,903
Q3 2025 Added 31.85%
$212B
$1.68 Billion 1.29% of portfolio
11,927
Q3 2024 Reduced 1.29%
$25.1B
$1.51 Billion 1.17% of portfolio
10,576
Q4 2023 New
$131B
$1.48 Billion 1.14% of portfolio
4,489
Q4 2023 New
$646B
$1.47 Billion 1.13% of portfolio
2,915
Q3 2025 Added 6.74%
$127B
$1.46 Billion 1.12% of portfolio
15,326
Q3 2025 Reduced 0.48%
$0
$1.44 Billion 1.11% of portfolio
16,166
Q3 2025 Added 2.94%
$204B
$1.37 Billion 1.06% of portfolio
11,971
Q3 2025 Added 0.67%
$65.7B
$1.38 Billion 1.06% of portfolio
17,254
Q4 2023 New
$18.6B
$1.19 Billion 0.92% of portfolio
50,479
Q3 2025 Added 14.29%
$4.21T
$1.18 Billion 0.91% of portfolio
4,621
Q3 2025 Added 8.99%
$38.4B
$1.13 Billion 0.87% of portfolio
3,600
Q4 2023 New
$77.1B
$1.07 Billion 0.83% of portfolio
8,193
Q4 2023 New
$24B
$1.05 Billion 0.81% of portfolio
10,000
Q4 2023 New
$226B
$947 Million 0.73% of portfolio
3,116
Q1 2025 Added 0.03%
$360B
$946 Million 0.73% of portfolio
6,160
Q3 2025 Reduced 8.37%
$302B
$901 Million 0.69% of portfolio
5,800
Q4 2024 Reduced 1.69%
$139B
$750 Million 0.58% of portfolio
29,452
Q4 2023 New
$261B
$744 Million 0.57% of portfolio
2,240
Q3 2025 Added 0.09%
$186B
$702 Million 0.54% of portfolio
24,858
Q4 2023 New
$290B
$664 Million 0.51% of portfolio
9,700
Q4 2023 New
$47.9B
$606 Million 0.47% of portfolio
13,467
Q4 2023 New
$167B
$604 Million 0.47% of portfolio
8,000
Q4 2023 New
$118B
$600 Million 0.46% of portfolio
2,043
Q2 2024 Reduced 2.39%
$0
$572 Million 0.44% of portfolio
859
Q3 2025 Added 2.75%
$37.1B
$561 Million 0.43% of portfolio
4,900
Q4 2023 New
$56.4B
$545 Million 0.42% of portfolio
2,000
Q4 2023 New
$410B
$544 Million 0.42% of portfolio
2,349
Q4 2023 New
$17B
$535 Million 0.41% of portfolio
8,000
Q4 2023 New
$72.1B
$533 Million 0.41% of portfolio
6,500
Q4 2023 New
$28.2B
$517 Million 0.4% of portfolio
6,300
Q4 2023 New
$62.4B
$495 Million 0.38% of portfolio
2,100
Q4 2023 New
$236B
$456 Million 0.35% of portfolio
2,726
Q4 2024 Added 0.04%
$0
$425 Million 0.33% of portfolio
5,265
Q3 2025 Added 1.23%
$40.5B
$412 Million 0.32% of portfolio
5,000
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $130 Billion
  • Prior Value $124 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 08, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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