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
$31.6B
$396 Million 0.3% of portfolio
4,790
Q4 2023 New
$15.5B
$352 Million 0.27% of portfolio
5,000
Q4 2023 New
$15.6B
$319 Million 0.25% of portfolio
1,801
Q4 2023 New
$11.3B
$324 Million 0.25% of portfolio
4,000
Q4 2023 New
$171B
$327 Million 0.25% of portfolio
7,442
Q4 2023 New
$99.3B
$323 Million 0.25% of portfolio
2,612
Q4 2023 New
$40.7B
$311 Million 0.24% of portfolio
2,500
Q4 2023 New
$85.6B
$310 Million 0.24% of portfolio
2,000
Q4 2023 New
$0
$300 Million 0.23% of portfolio
4,488
Q3 2025 Added 3.17%
$29B
$303 Million 0.23% of portfolio
6,000
Q2 2024 Reduced 0.53%
$1.5T
$305 Million 0.23% of portfolio
1,254
Q3 2025 New
$156B
$268 Million 0.21% of portfolio
8,000
Q3 2025 New
$296B
$265 Million 0.2% of portfolio
4,000
Q4 2024 Reduced 4.76%
$150B
$251 Million 0.19% of portfolio
1,000
Q4 2023 New
$0
$244 Million 0.19% of portfolio
959
Q3 2025 Reduced 2.34%
$245B
$230 Million 0.18% of portfolio
1,417
Q3 2025 Added 0.14%
$6.86B
$225 Million 0.17% of portfolio
6,750
Q1 2025 New
$1.41T
$208 Million 0.16% of portfolio
468
Q3 2025 New
$131M
$54.9 Million 0.04% of portfolio
21,357
Q3 2024 Reduced 52.24%

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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