Partnership Wealth Management, LLC

CIK: 0002010656SEC EDGAR →

Portfolio Value

$138.9B

Holdings

68

As of

Q4 2025

New Positions

4

Closed Positions

3

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ELI LILLY & CO COM

21,237$22.8B
16.43%
2

INVESCO S&P 500 EQUAL WEIGHT ETF

60,150$11.5B
8.29%
3

ISHARES CORE S&P MID-CAP ETF

168,875$11.1B
8.02%
4

SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF

228,798$10.2B
7.31%
5

ISHARES CORE S&P SMALL CAP ETF

73,164$8.8B
6.33%
6

STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF

143,922$8.2B
5.88%
7

ISHARES RUSSELL 1000 GROWTH ETF

17,084$8.1B
5.82%
8

MICROSOFT CORP COM

8,628$4.2B
3.00%
9

ISHARES MSCI EAFE SMALL-CAP ETF

38,667$3.0B
2.16%
10

SPDR PORTFOLIO EMERGING MARKETS ETF

59,275$2.8B
2.00%

Quarterly Changes

Top Buys

LLY↑ Increased
$6.6B
RSP↑ Increased
$810.2M
SPDW↑ Increased
$662.1M
SPYV↑ Increased
$455.1M
BMY↑ Increased
$398.6M

Top Sells

KELCLOSED
$516.7M
IWF↓ Decreased
$372.0M
HDCLOSED
$220.8M
TSLACLOSED
$208.1M
SPY↓ Decreased
$85.3M

New Positions (1)

$210.0M · 2K shares

Closed Positions (3)

$516.7M · 6K shares
$220.8M · 545 shares
$208.1M · 468 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services16$68.4B49.3%
Healthcare8$31.9B23.0%
Technology7$9.2B6.6%
Industrials10$8.4B6.0%
Consumer Defensive7$5.1B3.7%
Energy3$3.9B2.8%
Utilities5$3.3B2.4%
Consumer Cyclical4$2.5B1.8%
Communication Services3$2.4B1.8%
Basic Materials3$2.1B1.5%
Unknown2$1.7B1.2%