Portfolio (Quarterly) Guide ↗

Partnership Wealth Management, LLC

· CIK 0002010656

13F Portfolio $131M AUM 66 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 1 New 12 Added 15 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	XLE	STATE STREET ENERGY SELECT SECTOR SPDR ETF	—	35,782	$1.6M	1.15%	SOLD
2	NVDA	NVIDIA CORPORATION COM	Technology	8,469	$1.6M	1.14%	SOLD
3	SPY	SPDR S&P 500 ETF TRUST	Financial Services	714	$487K	0.35%	SOLD

Sector Allocation

Healthcare 46.0%

Industrials 12.6%

Consumer Defensive 9.4%

Technology 8.5%

Energy 7.2%

Utilities 5.9%

Communication Services 4.1%

Basic Materials 3.7%

Consumer Cyclical 2.0%

Financial Services 0.5%