DOSSIER · 13F-HR · Q2 2026
Partnership Wealth Management, LLC
$148M in tracked AUM across 67 positions as of Q2 2026.
PW
CIK 0002010656 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Comprehensive Analysis of SEC 13F Filing: Partnership Wealth Management, LLC
1. Portfolio Overview
Partnership Wealth Management, LLC reported a significant expansion in assets under management for the period ending December 31, 2025. The total portfolio value surged by 191.4%, rising from $47.67M to $138.93M. This substantial growth indicates a likely influx of new client capital or strong market performance, necessitating a broad restructuring of the portfolio. The fund c...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.