Partnership Wealth Management, LLC Top Holdings and 13F Report (2026) About Partnership Wealth Management, LLCInvestment ActivityPartnership Wealth Management, LLC has $131.14 million in total holdings as of March 31, 2026.Partnership Wealth Management, LLC owns shares of 66 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 9.27% of the portfolio was purchased this quarter.About 13.39% of the portfolio was sold this quarter.This quarter, Partnership Wealth Management, LLC has purchased 68 new stocks and bought additional shares in 13 stocks.Partnership Wealth Management, LLC sold shares of 16 stocks and completely divested from 3 stocks this quarter.Largest Holdings Invesco S&P 500 Equal Weight ETF $22,145,073Eli Lilly and Company $19,464,173iShares Core S&P Mid-Cap ETF $10,934,993SPDR Portfolio Developed World ex-US ETF $9,624,569iShares Core S&P Small-Cap ETF $8,743,657 Largest New Holdings this Quarter 60855R100 - Molina Healthcare $1,238,624 Holding Largest Purchases this Quarter Invesco S&P 500 Equal Weight ETF 55,237 shares (about $10.60M)Molina Healthcare 9,292 shares (about $1.24M)Walt Disney 859 shares (about $82.79K)Apple 297 shares (about $75.38K)Johnson & Johnson 174 shares (about $42.53K) Largest Sales this Quarter SPDR Portfolio S&P 500 Value ETF 88,368 shares (about $5.00M)iShares Russell 1000 Growth ETF 10,409 shares (about $4.44M)Microsoft 2,573 shares (about $952.44K)SPDR Portfolio Developed World ex-US ETF 17,964 shares (about $820.06K)Bristol Myers Squibb 8,495 shares (about $515.21K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPartnership Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorRSPInvesco S&P 500 Equal Weight ETF$22,145,073$10,601,085 ▲91.8%115,38716.9%ETFLLYEli Lilly and Company$19,464,173$68,983 ▼-0.4%21,16214.8%MedicalIJHiShares Core S&P Mid-Cap ETF$10,934,993$469,131 ▼-4.1%161,9288.3%ETFSPDWSPDR Portfolio Developed World ex-US ETF$9,624,569$820,056 ▼-7.9%210,8347.3%ETFIJRiShares Core S&P Small-Cap ETF$8,743,657$351,298 ▼-3.9%70,3386.7%ETFSPYVSPDR Portfolio S&P 500 Value ETF$3,143,220$4,999,821 ▼-61.4%55,5542.4%ETFSCZiShares MSCI EAFE Small-Cap ETF$2,914,353$117,537 ▼-3.9%37,1682.2%ETFIWFiShares Russell 1000 Growth ETF$2,846,208$4,438,379 ▼-60.9%6,6752.2%ETFSPEMSPDR Portfolio Emerging Markets ETF$2,674,270$106,297 ▼-3.8%57,0092.0%ETFJNJJohnson & Johnson$2,486,871$42,532 ▲1.7%10,1741.9%MedicalNSCNorfolk Southern$2,306,0450.0%8,0351.8%TransportationMSFTMicrosoft$2,241,352$952,436 ▼-29.8%6,0551.7%Computer and TechnologyTTTrane Technologies$2,187,8850.0%5,2501.7%ConstructionFANGDiamondback Energy$2,091,8270.0%10,5761.6%EnergyPEPPepsiCo$1,858,777$22,051 ▲1.2%11,9701.4%Consumer StaplesBMYBristol Myers Squibb$1,855,011$515,213 ▼-21.7%30,5861.4%MedicalABTAbbott Laboratories$1,532,5550.0%14,9271.2%MedicalCLColgate-Palmolive$1,470,5580.0%17,2541.1%Consumer StaplesBRK.BBerkshire Hathaway$1,381,534$46,482 ▼-3.3%2,8831.1%FinanceCTRACoterra Energy$1,343,859$497,793 ▼-27.0%38,2431.0%EnergyMDTMedtronic$1,341,169$52,597 ▼-3.8%15,4781.0%MedicalDISWalt Disney$1,294,383$82,790 ▲6.8%13,4301.0%Consumer DiscretionaryCEGConstellation Energy$1,253,5530.0%4,4891.0%EnergyAAPLApple$1,248,450$75,379 ▲6.4%4,9191.0%Computer and TechnologyMOHMolina Healthcare$1,238,624$1,238,624 ▲New Holding9,2920.9%MedicalCVXChevron$1,200,0200.0%5,8000.9%EnergyCORCencora$1,130,9040.0%3,6000.9%MedicalEMREmerson Electric$1,073,4470.0%8,1930.8%IndustrialsPPGPPG Industries$1,068,8000.0%10,0000.8%Basic MaterialsMCDMcDonald's$980,542$11,810 ▲1.2%3,1550.7%Retail/WholesalePGProcter & Gamble$891,381$722 ▲0.1%6,1710.7%Consumer StaplesGLWCorning$883,8050.0%6,5000.7%Computer and TechnologyPFEPfizer$831,561$4,549 ▲0.6%29,6140.6%MedicalCSCOCisco Systems$752,6230.0%9,7000.6%Computer and TechnologyNEENextEra Energy$748,937$5,852 ▲0.8%8,0630.6%UtilitiesFDXFedEx$747,9780.0%2,1000.6%TransportationTAT&T$727,112$6,465 ▲0.9%25,0810.6%Computer and TechnologyALBAlbemarle$718,1200.0%4,0000.5%Basic MaterialsEXCExelon$660,1520.0%13,4670.5%UtilitiesAPDAir Products and Chemicals$580,9800.0%2,0000.4%Basic MaterialsWECWEC Energy Group$567,2730.0%4,9000.4%UtilitiesRTXRTX$525,8790.0%2,7260.4%AerospaceABBVAbbVie$510,8840.0%2,3490.4%MedicalSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$421,315$7,353 ▼-1.7%5,3290.3%ETFADPAutomatic Data Processing$415,0970.0%2,0430.3%Computer and TechnologyMKCMcCormick & Company, Incorporated$403,5200.0%8,0000.3%Consumer StaplesIRIngersoll Rand$383,7750.0%4,7900.3%IndustrialsVZVerizon Communications$373,5880.0%7,4420.3%Computer and TechnologyFHLCFidelity MSCI Health Care Index ETF$365,369$33,561 ▲10.1%5,1930.3%ETFSYYSysco$356,6500.0%5,0000.3%Consumer StaplesINTCIntel$353,0400.0%8,0000.3%Computer and TechnologyDUKDuke Energy$342,0150.0%2,6120.3%UtilitiesAXPAmerican Express$305,495$356,310 ▼-53.8%1,0100.2%FinanceKOCocaCola$304,2000.0%4,0000.2%Consumer StaplesMASMasco$301,8500.0%5,0000.2%ConstructionMMM3M$290,4600.0%2,0000.2%Multi-Sector ConglomeratesGOOGLAlphabet$264,811$90,571 ▼-25.5%9210.2%Computer and TechnologyALLEAllegion$261,6670.0%1,8010.2%IndustrialsVBVanguard Small-Cap ETF$260,293$8,380 ▲3.3%9940.2%ETFPMPhilip Morris International$253,509$18,687 ▲8.0%1,5330.2%Consumer StaplesUGIUGI$245,8350.0%6,7500.2%UtilitiesKIMBERLY-CLARK CORP COM$241,1750.0%2,5000.2%StockMRKMerck & Co., Inc.$240,5800.0%2,0000.2%MedicalLOWLowe's Companies$236,2800.0%1,0000.2%Retail/WholesaleGISGeneral Mills$223,3200.0%6,0000.2%Consumer StaplesFOSLFossil Group$69,3910.0%16,1000.1%Retail/WholesaleXLEEnergy Select Sector SPDR Fund$0$1,599,813 ▼-100.0%00.0%ETFNVDANVIDIA$0$1,579,471 ▼-100.0%00.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$0$487,141 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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