Partnership Wealth Management, LLC Portfolio Holdings

Partnership Wealth Management, LLC

  • $139 Billion
  • Q4 2025

Partnership Wealth Management, LLC has filed its 13F form on January 09, 2026 for Q4 2025 where it was disclosed a total value porftolio of $139 Billion distributed in 68 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $22.8B, Invesco S&P 500 Equal Weight E with a value of $11.5B, Ishares Core S&P Mid Cap ETF with a value of $11.1B, Spdr Ser Tr Fds Spdr Portfolio with a value of $10.2B, and Ishares Core S&P Sm Cap ETF with a value of $8.79B.

Examining the 13F form we can see an increase of $9.09B in the current position value, from $130B to 139B.

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 $139 Billion
ETFs: $66.8 Billion
Healthcare: $33.1 Billion
Technology: $8.62 Billion
Industrials: $8.39 Billion
Consumer Defensive: $5.9 Billion
Utilities: $3.89 Billion
Energy: $3.85 Billion
Communication Services: $2.74 Billion
Other: $5.65 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$971B
$22.8 Billion 16.43% of portfolio
21,237
Q4 2025 Added 0.0%
$0
$11.5 Billion 8.29% of portfolio
60,150
Q4 2025 Added 6.52%
$0
$11.1 Billion 8.02% of portfolio
168,875
Q4 2025 Added 0.57%
$0
$10.2 Billion 7.31% of portfolio
228,798
Q4 2025 Added 3.08%
$0
$8.79 Billion 6.33% of portfolio
73,164
Q4 2025 Added 0.53%
$0
$8.18 Billion 5.89% of portfolio
143,922
Q4 2025 Added 3.14%
$0
$8.09 Billion 5.82% of portfolio
17,084
Q4 2025 Reduced 5.38%
$3.78T
$4.17 Billion 3.0% of portfolio
8,628
Q4 2025 Added 2.42%
$0
$3 Billion 2.16% of portfolio
38,667
Q4 2025 Added 3.31%
$0
$2.77 Billion 2.0% of portfolio
59,275
Q4 2025 Added 3.34%
$65.7B
$2.32 Billion 1.67% of portfolio
8,035
Q4 2023 New
$99.5B
$2.11 Billion 1.52% of portfolio
39,081
Q4 2025 Added 3.11%
$522B
$2.07 Billion 1.49% of portfolio
10,000
Q2 2024 Reduced 0.83%
$96.9B
$2.04 Billion 1.47% of portfolio
5,250
Q4 2023 New
$228B
$1.87 Billion 1.35% of portfolio
14,927
Q4 2023 New
$204B
$1.7 Billion 1.22% of portfolio
11,828
Q4 2025 Reduced 0.83%
$465B
$1.58 Billion 1.14% of portfolio
8,469
Q4 2025 Added 3.36%
$26.5B
$1.59 Billion 1.14% of portfolio
10,576
Q4 2023 New
$111B
$1.59 Billion 1.14% of portfolio
4,489
Q4 2023 New
$128B
$1.55 Billion 1.11% of portfolio
16,085
Q4 2025 Added 4.95%
$662B
$1.5 Billion 1.08% of portfolio
2,980
Q4 2025 Added 2.23%
$193B
$1.43 Billion 1.03% of portfolio
12,571
Q4 2025 Added 5.01%
$21B
$1.38 Billion 0.99% of portfolio
52,409
Q4 2025 Added 3.82%
$65.7B
$1.36 Billion 0.98% of portfolio
17,254
Q4 2023 New
$4.3T
$1.26 Billion 0.9% of portfolio
4,622
Q4 2025 Added 0.02%
$38.4B
$1.22 Billion 0.88% of portfolio
3,600
Q4 2023 New
$75.4B
$1.09 Billion 0.78% of portfolio
8,193
Q4 2023 New
$22.8B
$1.02 Billion 0.74% of portfolio
10,000
Q4 2023 New
$224B
$953 Million 0.69% of portfolio
3,117
Q4 2025 Added 0.03%
$346B
$884 Million 0.64% of portfolio
6,166
Q4 2025 Added 0.1%
$303B
$884 Million 0.64% of portfolio
5,800
Q4 2024 Reduced 1.69%
$255B
$809 Million 0.58% of portfolio
2,188
Q4 2025 Reduced 2.32%
$319B
$747 Million 0.54% of portfolio
9,700
Q4 2023 New
$141B
$733 Million 0.53% of portfolio
29,452
Q4 2023 New
$168B
$642 Million 0.46% of portfolio
8,000
Q4 2023 New
$68.9B
$607 Million 0.44% of portfolio
2,100
Q4 2023 New
$181B
$617 Million 0.44% of portfolio
24,858
Q4 2023 New
$45.6B
$587 Million 0.42% of portfolio
13,467
Q4 2023 New
$13.5B
$566 Million 0.41% of portfolio
4,000
Q4 2023 New
$69.4B
$569 Million 0.41% of portfolio
6,500
Q4 2023 New
$414B
$537 Million 0.39% of portfolio
2,349
Q4 2023 New
$16.4B
$545 Million 0.39% of portfolio
8,000
Q4 2023 New
$104B
$526 Million 0.38% of portfolio
2,043
Q2 2024 Reduced 2.39%
$35B
$517 Million 0.37% of portfolio
4,900
Q4 2023 New
$258B
$500 Million 0.36% of portfolio
2,726
Q4 2024 Added 0.04%
$57.5B
$494 Million 0.36% of portfolio
2,000
Q4 2023 New
$0
$487 Million 0.35% of portfolio
714
Q4 2025 Reduced 16.88%
$0
$447 Million 0.32% of portfolio
5,422
Q4 2025 Added 2.98%
$1.65T
$387 Million 0.28% of portfolio
1,236
Q4 2025 Reduced 1.44%

Summary

  • Portfolio
  • No. of Stocks 68
  • Current Value $139 Billion
  • Prior Value $130 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 09, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 1 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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