account_balance
Investment manager · 13F filer · SEC CIK 2010656
Partnership Wealth Management, LLC
Reported value$140Mas of Sep 30, 2026
Positions67 2 new, 2 sold out
Top 10 weight66.7%LLY alone is 17%
FiledOct 55 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
LLYELI Lilly & Co
17.5%
RSPInvesco S&P 500 Equal Weight ETF
16.4%Trimmed −7%
IJHiShares Core S&P Mid-Cap ETF
7.9%Trimmed −6%
SPDWState Street SPDR Portfolio Developed World Ex-US ETF
7.5%Trimmed −3%
IJRiShares Core S&P Small Cap ETF
6.5%Trimmed −6%
SCZiShares MSCI EAFE Small-Cap ETF
2.3%
MSFTMicrosoft Corp
2.2%
IWFiShares Russell 1000 Growth ETF
2.2%−5%
SPYVState Street SPDR Portfolio S&P 500 Value ETF
2.1%−7%
SPEMState Street SPDR Portfolio Emerging Markets ETF
2.1%−3%
JNJJohnson & Johnson
1.9%
NSC1.8%LLYELI Lilly & Co
17.5%
RSPInvesco S&P 500 Equal Weight ETF
16.4%Trimmed −7%
IJHiShares Core S&P Mid-Cap ETF
7.9%Trimmed −6%
SPDWState Street SPDR Portfolio Developed World Ex-US ETF
7.5%Trimmed −3%
IJRiShares Core S&P Small Cap ETF
6.5%Trimmed −6%
SCZ
MSFTIWF2.2%
SPYV
SPEM
JNJ1.9%NSC1.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
LLY ELI Lilly & Co 17.5% Held
RSP Invesco S&P 500 Equal Weight ETF 16.4% Trimmed −7%
IJH iShares Core S&P Mid-Cap ETF 7.9% Trimmed −6%
SPDW State Street SPDR Portfolio Developed World Ex-US ETF 7.5% Trimmed −3%
IJR iShares Core S&P Small Cap ETF 6.5% Trimmed −6%
SCZ iShares MSCI EAFE Small-Cap ETF 2.3% Trimmed −3%
MSFT Microsoft Corp 2.2% HeldIWF iShares Russell 1000 Growth ETF 2.2% Trimmed −5%
SPYV State Street SPDR Portfolio S&P 500 Value ETF 2.1% Trimmed −7%
SPEM State Street SPDR Portfolio Emerging Markets ETF 2.1% Trimmed −3%
JNJ Johnson & Johnson 1.9% HeldNSC Norfolk Southern Corp 1.8% HeldWhat changed
Biggest moves since Jun 30, 2026
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