Partnership Wealth Management, LLC Portfolio Holdings

Partnership Wealth Management, LLC

  • $124 Billion
  • Q2 2025

Partnership Wealth Management, LLC has filed its 13F form on July 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $124 Billion distributed in 69 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $17B, Ishares Core S&P Mid Cap ETF with a value of $10.5B, Spdr Ser Tr Fds Spdr Portfolio with a value of $8.68B, Ishares Core S&P Sm Cap ETF with a value of $7.88B, and Ishares Russell 1000 Gr ETF with a value of $7.67B.

Examining the 13F form we can see an increase of $5.71B in the current position value, from $118B to 124B.

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 $124 Billion
ETFs: $56.7 Billion
Healthcare: $26.8 Billion
Industrials: $8.24 Billion
Consumer Defensive: $8.2 Billion
Technology: $7.69 Billion
Utilities: $3.65 Billion
Energy: $3.4 Billion
Financial Services: $3.17 Billion
Other: $5.63 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$724B
$17 Billion 13.73% of portfolio
21,764
Q2 2025 Reduced 0.29%
$0
$10.5 Billion 8.48% of portfolio
168,794
Q2 2025 Reduced 2.32%
$0
$8.68 Billion 7.02% of portfolio
214,253
Q2 2025 Added 21.46%
$0
$7.88 Billion 6.38% of portfolio
72,076
Q2 2025 Reduced 10.92%
$0
$7.67 Billion 6.21% of portfolio
18,058
Q2 2025 Added 5.38%
$0
$7.27 Billion 5.89% of portfolio
138,907
Q2 2025 Added 0.89%
$0
$6.6 Billion 5.34% of portfolio
36,313
Q2 2025 Added 0.04%
$3.8T
$4.24 Billion 3.43% of portfolio
8,526
Q2 2025 Added 1.17%
$0
$2.92 Billion 2.37% of portfolio
40,198
Q2 2025 Added 1.96%
$0
$2.48 Billion 2.01% of portfolio
57,952
Q2 2025 Added 2.76%
$103B
$2.3 Billion 1.86% of portfolio
5,250
Q4 2023 New
$64.2B
$2.06 Billion 1.67% of portfolio
8,035
Q4 2023 New
$218B
$2.03 Billion 1.64% of portfolio
14,927
Q4 2023 New
$72.3B
$1.57 Billion 1.27% of portfolio
17,254
Q4 2023 New
$427B
$1.56 Billion 1.27% of portfolio
9,899
Q2 2025 Added 3.61%
$195B
$1.57 Billion 1.27% of portfolio
11,927
Q3 2024 Reduced 1.29%
$220B
$1.47 Billion 1.19% of portfolio
11,891
Q2 2025 Reduced 1.89%
$24.9B
$1.45 Billion 1.18% of portfolio
10,576
Q4 2023 New
$104B
$1.45 Billion 1.17% of portfolio
4,489
Q4 2023 New
$14.9B
$1.41 Billion 1.14% of portfolio
14,779
Q2 2025 Added 74.45%
$119B
$1.34 Billion 1.09% of portfolio
15,400
Q2 2025 Reduced 0.86%
$0
$1.33 Billion 1.08% of portfolio
15,705
Q2 2025 Reduced 0.03%
$99.3B
$1.33 Billion 1.08% of portfolio
28,748
Q2 2025 Added 1.85%
$631B
$1.33 Billion 1.07% of portfolio
2,731
Q2 2025 Reduced 3.67%
$19.9B
$1.32 Billion 1.07% of portfolio
16,357
Q2 2025 Added 11.17%
$26.9B
$1.14 Billion 0.92% of portfolio
10,000
Q4 2023 New
$18.4B
$1.12 Billion 0.91% of portfolio
44,167
Q2 2025 Reduced 0.09%
$23.6B
$1.13 Billion 0.91% of portfolio
11,699
Q2 2025 Reduced 5.32%
$84.5B
$1.09 Billion 0.88% of portfolio
8,193
Q4 2023 New
$367B
$1.07 Billion 0.87% of portfolio
6,723
Q2 2025 Added 0.13%
$38.4B
$1.08 Billion 0.87% of portfolio
3,600
Q4 2023 New
$218B
$910 Million 0.74% of portfolio
3,116
Q1 2025 Added 0.03%
$3.41T
$870 Million 0.7% of portfolio
4,240
Q2 2025 Added 0.02%
$293B
$831 Million 0.67% of portfolio
5,800
Q4 2024 Reduced 1.69%
$195B
$719 Million 0.58% of portfolio
24,858
Q4 2023 New
$136B
$714 Million 0.58% of portfolio
29,452
Q4 2023 New
$226B
$714 Million 0.58% of portfolio
2,238
Q2 2025 Added 2.43%
$281B
$673 Million 0.54% of portfolio
9,700
Q4 2023 New
$125B
$630 Million 0.51% of portfolio
2,043
Q2 2024 Reduced 2.39%
$17.7B
$607 Million 0.49% of portfolio
8,000
Q4 2023 New
$43.4B
$585 Million 0.47% of portfolio
13,467
Q4 2023 New
$65.1B
$564 Million 0.46% of portfolio
2,000
Q4 2023 New
$150B
$555 Million 0.45% of portfolio
8,000
Q4 2023 New
$0
$516 Million 0.42% of portfolio
836
Q2 2025 Added 6.23%
$34.2B
$511 Million 0.41% of portfolio
4,900
Q4 2023 New
$27.1B
$501 Million 0.41% of portfolio
6,300
Q4 2023 New
$58.7B
$477 Million 0.39% of portfolio
2,100
Q4 2023 New
$327B
$436 Million 0.35% of portfolio
2,349
Q4 2023 New
$223B
$398 Million 0.32% of portfolio
2,726
Q4 2024 Added 0.04%

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $124 Billion
  • Prior Value $118 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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