Partnership Wealth Management, LLC holds a focused book of 67 stocks worth $147.9M as of Q2 2026 (disclosed Jul 10, 2026, a ~45-day 13F lag). This quarter they opened Vanguard Ultra Short Bond Et and trimmed SS SPDR P S&P 500 Value ETF. Their largest long position is Eli Lilly & Co at 17% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2010656/holdings"
Use Arkolith to show Partnership Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
50% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Partnership Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 68 / 67 | $358.5B |
| MORGAN STANLEY | 68 / 67 | $341.0B |
| JPMORGAN CHASE & CO | 68 / 67 | $316.3B |
| BANK OF AMERICA CORP /DE/ | 68 / 67 | $222.5B |
| WELLS FARGO & COMPANY/MN | 68 / 67 | $101.4B |
| ROYAL BANK OF CANADA | 68 / 67 | $93.5B |
| UBS Group AG | 68 / 67 | $92.4B |
| Creative Planning | 68 / 67 | $19.9B |
Ranked by how many of Partnership Wealth Management, LLC's top 67 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Eli Lilly & Co Com Stock | $25.4M | 21.2K | 17.2% | —Held | |
| 2 | Invesco S&P 500 Equal Weight ETF ETF | $25.3M | 118.8K | 17.1% | ▲+3.0% Added · +3K sh | |
| 3 | Ishares Core S&P Mid-Cap ETF ETF | $12.6M | 163.8K | 8.5% | ▲+1.2% Added · +2K sh | |
| 4 | State Street SPDR Portfolio Developed World Ex-US ETF ETF | $11.0M | 218.1K | 7.4% | ▲+3.4% Added · +7K sh | |
| 5 | Ishares Core S&P Small Cap ETF ETF | $10.5M | 70.9K | 7.1% | ▲+0.8% Added · +531 sh | |
| 6 | State Street SPDR Portfolio S&P 500 Value ETF ETF | $3.2M | 52.6K | 2.2% | ▼−5.2% Reduced · −3K sh | |
| 7 | Ishares Msci Eafe Small-Cap ETF ETF | $3.2M | 38.7K | 2.2% | ▲+4.2% Added · +2K sh | |
| 8 | Ishares Russell 1000 Growth ETF ETF | $3.2M | 25.6K | 2.2% | ▲+284% Added · +19K sh | |
| 9 | State Street SPDR Portfolio Emerging Markets ETF ETF | $3.0M | 58.9K | 2.1% | ▲+3.2% Added · +2K sh | |
| 10 | Trane Technologies PLC SHS Stock | $2.6M | 5.3K | 1.7% | —Held | |
| 11 | Johnson & Johnson Com Stock | $2.5M | 10.0K | 1.7% | ▼−1.7% Reduced · −174 sh | |
| 12 | Norfolk Southn Corp Com Stock | $2.5M | 8.0K | 1.7% | —Held | |
| 13 | Microsoft Corp Com Stock | $2.3M | 6.1K | 1.5% | —Held | |
| 14 | Molina Healthcare Inc Com Stock | $2.1M | 9.3K | 1.4% | ▼−0.1% Reduced · −14 sh | |
| 15 | Diamondback Energy Inc Com Stock | $1.9M | 10.6K | 1.3% | —Held | |
| 16 | Bristol-Myers Squibb Co Com Stock | $1.8M | 31.4K | 1.2% | ▲+2.5% Added · +770 sh | |
| 17 | Corning Inc Com Stock | $1.7M | 6.5K | 1.1% | —Held | |
| 18 | Pepsico Inc Com Stock | $1.6M | 12.0K | 1.1% | ▲~0% Added · +1 sh | |
| 19 | Colgate Palmolive Co Com Stock | $1.6M | 17.3K | 1.1% | —Held | |
| 20 | Berkshire Hathaway Inc Del CL B New Stock | $1.5M | 3.0K | 1.0% | ▲+4.3% Added · +123 sh | |
| 21 | Abbott Laboratories Com Stock | $1.4M | 14.9K | 0.9% | —Held | |
| 22 | Apple Inc Com Stock | $1.3M | 4.6K | 0.9% | ▼−5.8% Reduced · −286 sh | |
| 23 | Disney Walt Co Com Stock | $1.3M | 13.8K | 0.9% | ▲+3.0% Added · +401 sh | |
| 24 | Medtronic PLC SHS Stock | $1.3M | 16.2K | 0.9% | ▲+4.6% Added · +717 sh | |
| 25 | PPG Inds Inc Com Stock | $1.2M | 10.0K | 0.8% | —Held | |
| 26 | Emerson Elec Co Com Stock | $1.2M | 8.2K | 0.8% | —Held | |
| 27 | Cisco Sys Inc Com Stock | $1.1M | 9.7K | 0.8% | —Held | |
| 28 | Intel Corp Com Stock | $1.1M | 8.0K | 0.8% | —Held | |
| 29 | Constellation Energy Corp Com Stock | $1.1M | 4.5K | 0.8% | —Held | |
| 30 | Cencora Inc Com Stock | $1.0M | 3.6K | 0.7% | —Held | |
| 31 | Chevron Corporation Com Stock | $961K | 5.8K | 0.6% | —Held | |
| 32 | Procter & Gamble Co Com Stock | $891K | 6.1K | 0.6% | ▼−1.5% Reduced · −93 sh | |
| 33 | McDonalds Corp Com Stock | $853K | 3.2K | 0.6% | —Held | |
| 34 | Pfizer Inc Com Stock | $713K | 29.6K | 0.5% | —Held | |
| 35 | NextEra Energy Inc Com Stock | $702K | 8.0K | 0.5% | ▼−0.8% Reduced · −63 sh | |
| 36 | Fedex Corp Com Stock | $658K | 2.1K | 0.4% | —Held | |
| 37 | Exelon Corp Com Stock | $628K | 13.5K | 0.4% | —Held | |
| 38 | Abbvie Inc Com Stock | $591K | 2.3K | 0.4% | —Held | |
| 39 | Air Products And Chemicals Inc Com Stock | $586K | 2.0K | 0.4% | —Held | |
| 40 | Wec Energy Group Inc Com Stock | $572K | 4.9K | 0.4% | —Held | |
| 41 | Albemarle Corp Com Stock | $540K | 4.0K | 0.4% | —Held | |
| 42 | RTX Corporation Com Stock | $517K | 2.7K | 0.3% | —Held | |
| 43 | AT&T Inc Com Stock | $515K | 24.9K | 0.3% | ▼−0.9% Reduced · −223 sh | |
| 44 | State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF ETF | $492K | 5.4K | 0.3% | ▲+1.7% Added · +92 sh | |
| 45 | Automatic Data Processing Inc Com Stock | $458K | 2.0K | 0.3% | —Held | |
| 46 | Vanguard Ultra-Short Bond ETF ETF | $450K | 9.0K | 0.3% | ▲New New position | |
| 47 | Sysco Corp Com Stock | $418K | 5.0K | 0.3% | —Held | |
| 48 | Fidelity Msci Health Care Index ETF ETF | $414K | 5.4K | 0.3% | ▲+3.1% Added · +162 sh | |
| 49 | Masco Corp Com Stock | $407K | 5.0K | 0.3% | —Held | |
| 50 | McCormick & Co Inc Com Non VTG Stock | $403K | 8.0K | 0.3% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 10, 2026 | 67 | $147.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 8, 2026 | 66 | $131.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 9, 2026 | 68 | $138.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 8, 2025 | 70 | $129.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 8, 2025 | 69 | $123.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 7, 2025 | 72 | $117.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 8, 2025 | 72 | $120.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 8, 2024 | 187 | $141.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.