Long-term investor
Partnership Wealth Management, LLC @partnershipwealthmanagem
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002010656).
Record
- Tracked since 2025-06-30 (446 days), 32 trades recorded
- Returns: week n/a · month n/a · 90 days +10.7% · 6 months n/a · 1 year +19.9% · all +19.9%
- Max drawdown n/a · win rate 40% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- LLY · 17.2% · long · since 2025-06-30
- 46137V357 · 17.1% · long · since 2025-06-30
- 464287507 · 8.5% · long · since 2025-06-30
- 78463X889 · 7.4% · long · since 2025-06-30
- 464287804 · 7.1% · long · since 2025-06-30
- 78464A508 · 2.2% · long · since 2025-06-30
- 464288273 · 2.2% · long · since 2025-06-30
- 464287614 · 2.2% · long · since 2025-06-30
- 78463X509 · 2.1% · long · since 2025-06-30
- G8994E103 · 1.7% · long · since 2025-06-30
- JNJ · 1.7% · long · since 2025-06-30
- 655844108 · 1.7% · long · since 2025-06-30