Partnership Wealth Management, LLC
All 13F Filings
- Location
- Towson, MD
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 140,165
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/5/2026 | 67 | 140,165 | 13F-HR | Partnership Wealth Management, LLC |
| Q2 2026 | 7/10/2026 | 67 | 147,948 | 13F-HR | Partnership Wealth Management, LLC |
| Q1 2026 | 4/8/2026 | 66 | 131,137 | 13F-HR | Partnership Wealth Management, LLC |
| Q4 2025 | 1/9/2026 | 68 | 138,932 | 13F-HR | Partnership Wealth Management, LLC |
| Q3 2025 | 10/8/2025 | 70 | 129,841 | 13F-HR | Partnership Wealth Management, LLC |
| Q2 2025 | 7/8/2025 | 69 | 123,522 | 13F-HR | Partnership Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 72.39 K | 51.6% | 0 | 1.667 K | -1.667 K |
| ETFs | 67.78 K | 48.4% | 0 | 6.12 K | -6.12 K |
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Fund Snapshot
Q3 2026
Latest filed
10/5/2026
Total value ($000)
140,165
Holdings
67
QoQ value change ($000)
-7,783
(-5.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.