Partnership Wealth Management, LLC - Portfolio overview

Partnership Wealth Management, LLC has 72 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Healthcare and Industrials.

Largest reported holdings by portfolio allocation

1. RSP - INVESCO S&P 500 EQUAL WEIGHT ETF, 16.33%
2. LLY - ELI LILLY & CO COM, 14.35%
3. IJH - ISHARES CORE S&P MID-CAP ETF, 8.06%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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