Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Partnership Wealth Management, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Partnership Wealth Management, LLC (CIK 2010656) reported $131.1M across 66 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: RSP ($22.1M, 16.89%), LLY ($19.5M, 14.84%), IJH ($10.9M, 8.34%), SPDW ($9.6M, 7.34%), IJR ($8.7M, 6.67%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1RSPINVESCO S&P 500 EQUAL WEIGHT ETF$22.1M16.89%115,387Added
2LLYELI LILLY & CO COM$19.5M14.84%21,162Trimmed
3IJHISHARES CORE S&P MID-CAP ETF$10.9M8.34%161,928Trimmed
4SPDWSTATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF$9.6M7.34%210,834Trimmed
5IJRISHARES CORE S&P SMALL CAP ETF$8.7M6.67%70,338Trimmed
6SPYVSTATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF$3.1M2.40%55,554Trimmed
7SCZISHARES MSCI EAFE SMALL-CAP ETF$2.9M2.22%37,168Trimmed
8IWFISHARES RUSSELL 1000 GROWTH ETF$2.8M2.17%6,675Trimmed
9SPEMSTATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF$2.7M2.04%57,009Trimmed
10JNJJOHNSON & JOHNSON COM$2.5M1.90%10,174Added
11NSCNORFOLK SOUTHN CORP COM$2.3M1.76%8,035Hold
12MSFTMICROSOFT CORP COM$2.2M1.71%6,055Trimmed
13TTTRANE TECHNOLOGIES PLC SHS$2.2M1.67%5,250Hold
14FANGDIAMONDBACK ENERGY INC COM$2.1M1.60%10,576Hold
15PEPPEPSICO INC COM$1.9M1.42%11,970Added
16BMYBRISTOL-MYERS SQUIBB CO COM$1.9M1.41%30,586Trimmed
17ABTABBOTT LABORATORIES COM$1.5M1.17%14,927Hold
18CLCOLGATE PALMOLIVE CO COM$1.5M1.12%17,254Hold
19BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW$1.4M1.05%2,883Trimmed
20MDTMEDTRONIC PLC SHS$1.3M1.02%15,478Trimmed
21CTRACOTERRA ENERGY INC COM$1.3M1.02%38,243Trimmed
22DISDISNEY WALT CO COM$1.3M0.99%13,430Added
23CEGCONSTELLATION ENERGY CORP COM$1.3M0.96%4,489Hold
24AAPLAPPLE INC COM$1.2M0.95%4,919Added
25MOHMOLINA HEALTHCARE INC COM$1.2M0.94%9,292New

Source: SEC Form 13F filings · as of 2026-03-31