Partnership Wealth Management, LLC
All 13F Filings
- Location
- Towson, MD
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 147,948
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 74.06 K | 50.1% | 6.989 K | 0 | 6.989 K |
| ETFs | 73.9 K | 49.9% | 9.823 K | 0 | 9.823 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/10/2026
Total value ($000)
147,948
Holdings
67
QoQ value change ($000)
16,811
(12.8%)
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.