Partnership Wealth Management, LLC: 13F holdings
CIK 20106562026Q2
| Positions | 67 |
|---|---|
| Reported value | $147.9m |
| Filed | 2026-07-10 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| LLY ELI LILLY & CO COM | 21,162 | $25.4m | 17.2% |
| RSP INVESCO S&P 500 EQUAL WEIGHT ETF | 118,841 | $25.3m | 17.1% |
| IJH ISHARES CORE S&P MID-CAP ETF | 163,831 | $12.6m | 8.5% |
| EWU STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 218,092 | $11.0m | 7.4% |
| IJR ISHARES CORE S&P SMALL CAP ETF | 70,869 | $10.5m | 7.1% |
| SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | 52,641 | $3.2m | 2.2% |
| SCZ ISHARES MSCI EAFE SMALL-CAP ETF | 38,716 | $3.2m | 2.2% |
| IWF ISHARES RUSSELL 1000 GROWTH ETF | 25,647 | $3.2m | 2.2% |
| SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | 58,854 | $3.0m | 2.1% |
| TRANE TECHNOLOGIES PLC SHS | 5,250 | $2.6m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2010656")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.