13F Filings History of Partnership Wealth Management, LLC

Latest 13F report
Q4 2025 - 09 Jan 2026
Value $
$138,932,119
Signature - Title
Ellwood Derricks - President
Location
Towson, MD
Summary
This page shows a list of all the recent 13F filings made by Partnership Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Partnership Wealth Management, LLC reported 68 stock holdings with total value $138,932,119 as of Q4 2025. Top holdings included LLY, RSP, IJH, SPDW, and IJR.

Notify me when Partnership Wealth Management, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 68 $138,932,119 +$3,112,938 -$1,563,034 +$1,549,904 LLY, RSP, IJH, SPDW, IJR 13F-HR 09 Jan 2026, 09:45
Q3 2025 70 $129,841,192 +$6,106,482 -$5,033,102 +$1,073,380 LLY, IJH, RSP, SPDW, IJR 13F-HR 08 Oct 2025, 10:04
Q2 2025 69 $123,522,289 +$3,080,412 -$2,174,158 +$906,254 LLY, IJH, SPDW, IJR, IWF 13F-HR 08 Jul 2025, 15:29
Q1 2025 72 $117,811,745 +$1,417,132 -$2,920,443 -$1,503,311 LLY, IJH, IJR, SPYV, SPDW 13F-HR 07 Apr 2025, 16:20
Q4 2024 72 $120,148,366 +$11,687,108 -$28,205,649 -$16,518,541 LLY, IJH, IJR, SPYV, IWF 13F-HR 08 Jan 2025, 15:38
Q3 2024 187 $141,619,790 +$41,947,579 -$43,120,865 -$1,173,286 AGG, LLY, IJH, IJR, IWF 13F-HR 08 Oct 2024, 15:41
Q2 2024 211 $135,448,330 +$27,050,706 -$28,388,613 -$1,337,907 LLY, IWF, SPYV, RSP, MSFT 13F-HR 03 Jul 2024, 10:37
Q1 2024 210 $142,619,600 +$13,448,761 -$5,221,726 +$8,227,035 LLY, IWF, SPYV, IJH, HBI 13F-HR 10 Apr 2024, 14:28
Q4 2023 210 $122,932,477 $0 $0 $0 LLY, IWF, SPYV, PARA, IJH 13F-HR 07 Feb 2024, 17:30