Portfolio (Quarterly) Guide ↗

Partnership Wealth Management, LLC

· CIK 0002010656

13F Portfolio $148M AUM 67 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 2 New 13 Added 8 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	CTRA	COTERRA ENERGY INC COM	Energy	38,243	$1.3M	1.02%	SOLD

Sector Allocation

Healthcare 50.5%

Industrials 12.5%

Technology 10.5%

Consumer Defensive 8.4%

Utilities 5.0%

Energy 4.0%

Communication Services 3.5%

Basic Materials 3.3%

Consumer Cyclical 1.6%

Financial Services 0.8%