Partnership Wealth Management, LLC

TOWSON, MD · CIK 2010656 · 13F filing filed 2026-07-10

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$147.9m reported value +12.8% vs Q1 2026

67positions

67.6%in top 10

2 new 13 added 10 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ELI LILLY & CO COM LLY	LLY	21,162	$25.4m17.16%	17.16%	Unchanged
2	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	118,841	$25.3m17.09%	17.09%	Added +3.5k	+3,454 3.0%
3	ISHARES TR CORE S&P MCP ETF IJH	IJH	163,831	$12.6m8.54%	8.54%	Added +1.9k	+1,903 1.2%
4	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	218,092	$11.0m7.43%	7.43%	Added +7.3k	+7,258 3.4%
5	ISHARES TR CORE S&P SCP ETF IJR	IJR	70,869	$10.5m7.10%	7.10%	Added +531	+531 0.8%
6	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	52,641	$3.2m2.16%	2.16%	Reduced -2.9k	-2,913 -5.2%
7	ISHARES TR EAFE SML CP ETF SCZ	SCZ	38,716	$3.2m2.15%	2.15%	Added +1.5k	+1,548 4.2%
8	ISHARES TR RUS 1000 GRW ETF IWF	IWF	25,647	$3.2m2.15%	2.15%	Reduced -1.1k	-1,053 -3.9%
9	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	58,854	$3.0m2.06%	2.06%	Added +1.8k	+1,845 3.2%
10	TRANE TECHNOLOGIES PLC SHS TT	TT	5,250	$2.6m1.74%	1.74%	Unchanged
11	JOHNSON & JOHNSON COM JNJ	JNJ	10,000	$2.5m1.72%	1.72%	Reduced -174	-174 -1.7%
12	NORFOLK SOUTHN CORP COM NSC	NSC	8,035	$2.5m1.71%	1.71%	Unchanged
13	MICROSOFT CORP COM MSFT	MSFT	6,055	$2.3m1.53%	1.53%	Unchanged
14	MOLINA HEALTHCARE INC COM MOH	MOH	9,278	$2.1m1.43%	1.43%	Reduced -14	-14 -0.1%
15	DIAMONDBACK ENERGY INC COM FANG	FANG	10,576	$1.9m1.26%	1.26%	Unchanged
16	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	31,356	$1.8m1.22%	1.22%	Added +770	+770 2.5%
17	CORNING INC COM GLW	GLW	6,500	$1.7m1.12%	1.12%	Unchanged
18	PEPSICO INC COM PEP	PEP	11,971	$1.6m1.10%	1.10%	Added +1	+1 0.0%
19	COLGATE PALMOLIVE CO COM CL	CL	17,254	$1.6m1.07%	1.07%	Unchanged
20	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	3,006	$1.5m1.02%	1.02%	Added +123	+123 4.3%
21	ABBOTT LABS COM ABT	ABT	14,927	$1.4m0.92%	0.92%	Unchanged
22	APPLE INC COM AAPL	AAPL	4,633	$1.3m0.91%	0.91%	Reduced -286	-286 -5.8%
23	DISNEY WALT CO COM DIS	DIS	13,831	$1.3m0.90%	0.90%	Added +401	+401 3.0%
24	MEDTRONIC PLC SHS MDT	MDT	16,195	$1.3m0.86%	0.86%	Added +717	+717 4.6%
25	PPG INDS INC COM PPG	PPG	10,000	$1.2m0.82%	0.82%	Unchanged
26	EMERSON ELEC CO COM EMR	EMR	8,193	$1.2m0.79%	0.79%	Unchanged
27	CISCO SYS INC COM CSCO	CSCO	9,700	$1.1m0.77%	0.77%	Unchanged
28	INTEL CORP COM INTC	INTC	8,000	$1.1m0.76%	0.76%	Unchanged
29	CONSTELLATION ENERGY CORP COM CEG	CEG	4,489	$1.1m0.75%	0.75%	Unchanged
30	CENCORA INC COM COR	COR	3,600	$1.0m0.69%	0.69%	Unchanged
31	CHEVRON CORP NEW COM CVX	CVX	5,800	$961.4k0.65%	0.65%	Unchanged
32	PROCTER AND GAMBLE CO COM PG	PG	6,078	$891.2k0.60%	0.60%	Reduced -93	-93 -1.5%
33	MCDONALDS CORP COM MCD	MCD	3,155	$852.8k0.58%	0.58%	Unchanged
34	PFIZER INC COM PFE	PFE	29,614	$713.1k0.48%	0.48%	Unchanged
35	NEXTERA ENERGY INC COM NEE	NEE	8,000	$702.2k0.47%	0.47%	Reduced -63	-63 -0.8%
36	FEDEX CORP COM FDX	FDX	2,100	$657.6k0.44%	0.44%	Unchanged
37	EXELON CORP COM EXC	EXC	13,467	$627.8k0.42%	0.42%	Unchanged
38	ABBVIE INC COM ABBV	ABBV	2,349	$591.1k0.40%	0.40%	Unchanged
39	AIR PRODS & CHEMS INC COM APD	APD	2,000	$586.4k0.40%	0.40%	Unchanged
40	WEC ENERGY GROUP INC COM WEC	WEC	4,900	$572.2k0.39%	0.39%	Unchanged
41	ALBEMARLE CORP COM ALB	ALB	4,000	$540.1k0.37%	0.37%	Unchanged
42	RTX CORPORATION COM RTX	RTX	2,726	$517.3k0.35%	0.35%	Unchanged
43	AT&T INC COM T	T	24,858	$514.6k0.35%	0.35%	Reduced -223	-223 -0.9%
44	SPDR SERIES TRUST PORTFOLI S&P1500 SPTM	SPTM	5,421	$492.2k0.33%	0.33%	Added +92	+92 1.7%
45	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	2,043	$457.5k0.31%	0.31%	Unchanged
46	VANGUARD BD INDEX FDS VANGUARD ULTRA VUSB	VUSB	9,038	$449.9k0.30%	0.30%	New
47	SYSCO CORP COM SYY	SYY	5,000	$417.9k0.28%	0.28%	Unchanged
48	FIDELITY COVINGTON TRUST MSCI HLTH CARE I FHLC	FHLC	5,355	$413.7k0.28%	0.28%	Added +162	+162 3.1%
49	MASCO CORP COM MAS	MAS	5,000	$406.9k0.27%	0.27%	Unchanged
50	MCCORMICK & CO INC COM NON VTG MKC	MKC	8,000	$403.4k0.27%	0.27%	Unchanged
51	INGERSOLL RAND INC COM IR	IR	4,790	$392.7k0.27%	0.27%	Unchanged
52	AMERICAN EXPRESS CO COM AXP	AXP	1,010	$341.6k0.23%	0.23%	Unchanged
53	DUKE ENERGY CORP NEW COM NEW DUK	DUK	2,612	$330.6k0.22%	0.22%	Unchanged
54	ALPHABET INC CAP STK CL A GOOGL	GOOGL	921	$329.1k0.22%	0.22%	Unchanged
55	COCA COLA CO COM KO	KO	4,000	$325.1k0.22%	0.22%	Unchanged
56	3M CO COM MMM	MMM	2,000	$323.8k0.22%	0.22%	Unchanged
57	VERIZON COMMUNICATIONS INC COM VZ	VZ	7,442	$315.1k0.21%	0.21%	Unchanged
58	VANGUARD INDEX FDS SMALL CP ETF VB	VB	975	$295.6k0.20%	0.20%	Reduced -19	-19 -1.9%
59	KIMBERLY-CLARK CORP COM KMB	KMB	2,500	$274.4k0.19%	0.19%	Unchanged
60	PHILIP MORRIS INTL INC COM PM	PM	1,426	$258.0k0.17%	0.17%	Reduced -107	-107 -7.0%
61	MERCK & CO INC COM MRK	MRK	2,000	$257.0k0.17%	0.17%	Unchanged
62	ALLEGION PLC ORD SHS ALLE	ALLE	1,801	$253.0k0.17%	0.17%	Unchanged
63	UGI CORP NEW COM UGI	UGI	6,750	$233.1k0.16%	0.16%	Unchanged
64	LOWES COS INC COM LOW	LOW	1,000	$220.5k0.15%	0.15%	Unchanged
65	GENERAL MLS INC COM GIS	GIS	6,000	$208.8k0.14%	0.14%	Unchanged
66	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	280	$206.2k0.14%	0.14%	New
67	FOSSIL GROUP INC COM FOSL	FOSL	16,100	$66.7k0.05%	0.05%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
COTERRA ENERGY INC CTRA	CTRA	38,243	$1.3m38.2k shares