Partnership Wealth Management, LLC — 13F holdings

Partnership Wealth Management, LLC reported 67 holdings worth $140M in its 13F filing for Q3 2026, filed October 5, 2026.

Largest positions

  1. LLY ELI LILLY & CO — $24.5M (17.5%)
  2. RSP INVESCO EXCHANGE TRADED FD T — $23.0M (16.4%)
  3. IJH ISHARES TR — $11.1M (7.9%)
  4. SPDW SPDR INDEX SHS FDS — $10.6M (7.5%)
  5. IJR ISHARES TR — $9.04M (6.5%)
  6. SCZ ISHARES TR — $3.18M (2.3%)
  7. MSFT MICROSOFT CORP — $3.07M (2.2%)
  8. IWF ISHARES TR — $3.04M (2.2%)
  9. SPYV SPDR SERIES TRUST — $3.00M (2.1%)
  10. SPEM SPDR INDEX SHS FDS — $2.97M (2.1%)