# EDGAR Filing Document

**Accession Number:** 0002010656
**File Stem:** 0002010656-25-000004
**Filing Date:** 2025-7
**Character Count:** 10524
**Document Hash:** efcdbdc84c1ded4df2f4b68cf0ad1c66
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002010656-25-000004.hdr.sgml**: 20250708

**ACCESSION NUMBER**: 0002010656-25-000004

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250708

**DATE AS OF CHANGE**: 20250708

**EFFECTIVENESS DATE**: 20250708

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Partnership Wealth Management, LLC
- **CENTRAL INDEX KEY:** 0002010656

**ORGANIZATION NAME:**
- **EIN:** 510552488
- **STATE OF INCORPORATION:** MD
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23630
- **FILM NUMBER:** 251110872

**BUSINESS ADDRESS:**
- **STREET 1:** 606 E JOPPA ROAD
- **CITY:** TOWSON
- **STATE:** MD
- **ZIP:** 21286
- **BUSINESS PHONE:** 4107322633

**MAIL ADDRESS:**
- **STREET 1:** 606 E JOPPA ROAD
- **CITY:** TOWSON
- **STATE:** MD
- **ZIP:** 21286

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Partnership Wealth Management LLC<br>**Address:** 606 E JOPPA ROAD<br>TOWSON, MD 21286

**Form 13F File Number:** 028-23630

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Ellwood Derricks<br>**Title:** President<br>**Phone:** (410) 732-2633

**Signature, Place, and Date of Signing:**

ELLWOOD DERRICKS  TOWSON, MD  07-08-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 69

**Form 13F Information Table Value Total:** $123522289

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| JOHNSON  JOHNSON COM | Stock | 478160104 |  | 1527500 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| PROCTER AND GAMBLE CO COM | Stock | 742718109 |  | 1071057 | 6723 | SH |  | SOLE |  | 0 | 0 | 6722 |
| COCA COLA CO COM | Stock | 191216100 |  | 283000 | 4000 | SH |  | SOLE |  | 0 | 0 | 4000 |
| GENERAL MLS INC COM | Stock | 370334104 |  | 310860 | 6000 | SH |  | SOLE |  | 0 | 0 | 6000 |
| PPG INDS INC COM | Stock | 693506107 |  | 1137500 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| MEDTRONIC PLC SHS | Stock | G5960L103 |  | 1342418 | 15400 | SH |  | SOLE |  | 0 | 0 | 15400 |
| LAUDER ESTEE COS INC CL A | Stock | 518439104 |  | 1321646 | 16357 | SH |  | SOLE |  | 0 | 0 | 16357 |
| SPDR S 500 ETF TRUST | ETF | 78462F103 |  | 516429 | 836 | SH |  | SOLE |  | 0 | 0 | 835 |
| EMERSON ELEC CO COM | Stock | 291011104 |  | 1092373 | 8193 | SH |  | SOLE |  | 0 | 0 | 8193 |
| CORNING INC COM | Stock | 219350105 |  | 341835 | 6500 | SH |  | SOLE |  | 0 | 0 | 6500 |
| VERIZON COMMUNICATIONS INC COM | Stock | 92343V104 |  | 322015 | 7442 | SH |  | SOLE |  | 0 | 0 | 7442 |
| FEDEX CORP COM | Stock | 31428X106 |  | 477351 | 2100 | SH |  | SOLE |  | 0 | 0 | 2100 |
| PEPSICO INC COM | Stock | 713448108 |  | 1574841 | 11927 | SH |  | SOLE |  | 0 | 0 | 11927 |
| KIMBERLY-CLARK CORP COM | Stock | 494368103 |  | 322300 | 2500 | SH |  | SOLE |  | 0 | 0 | 2500 |
| TRANE TECHNOLOGIES PLC SHS | Stock | G8994E103 |  | 2296403 | 5250 | SH |  | SOLE |  | 0 | 0 | 5250 |
| INGERSOLL RAND INC COM | Stock | 45687V106 |  | 398432 | 4790 | SH |  | SOLE |  | 0 | 0 | 4790 |
| AUTOMATIC DATA PROCESSING INC COM | Stock | 053015103 |  | 630061 | 2043 | SH |  | SOLE |  | 0 | 0 | 2043 |
| CENCORA INC COM | Stock | 03073E105 |  | 1079460 | 3600 | SH |  | SOLE |  | 0 | 0 | 3600 |
| ISHARES RUSSELL 1000 GROWTH ETF | ETF | 464287614 |  | 7667269 | 18058 | SH |  | SOLE |  | 0 | 0 | 18058 |
| UGI CORP NEW COM | Stock | 902681105 |  | 245835 | 6750 | SH |  | SOLE |  | 0 | 0 | 6750 |
| ISHARES CORE S SMALL CAP ETF | ETF | 464287804 |  | 7877210 | 72076 | SH |  | SOLE |  | 0 | 0 | 72076 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 084670702 |  | 1326638 | 2731 | SH |  | SOLE |  | 0 | 0 | 2731 |
| EXELON CORP COM | Stock | 30161N101 |  | 584737 | 13467 | SH |  | SOLE |  | 0 | 0 | 13467 |
| MICROSOFT CORP COM | Stock | 594918104 |  | 4240994 | 8526 | SH |  | SOLE |  | 0 | 0 | 8526 |
| MASCO CORP COM | Stock | 574599106 |  | 321800 | 5000 | SH |  | SOLE |  | 0 | 0 | 5000 |
| VANGUARD SMALL-CAP ETF | ETF | 922908751 |  | 232817 | 982 | SH |  | SOLE |  | 0 | 0 | 982 |
| NEXTERA ENERGY INC COM | Stock | 65339F101 |  | 555360 | 8000 | SH |  | SOLE |  | 0 | 0 | 8000 |
| NORFOLK SOUTHN CORP COM | Stock | 655844108 |  | 2056719 | 8035 | SH |  | SOLE |  | 0 | 0 | 8035 |
| ILLUMINA INC COM | Stock | 452327109 |  | 1410064 | 14779 | SH |  | SOLE |  | 0 | 0 | 14779 |
| INVESCO S 500 EQUAL WEIGHT ETF | ETF | 46137V357 |  | 6599525 | 36313 | SH |  | SOLE |  | 0 | 0 | 36313 |
| ELI LILLY  CO COM | Stock | 532457108 |  | 16965691 | 21764 | SH |  | SOLE |  | 0 | 0 | 21764 |
| AIR PRODS  CHEMS INC COM | Stock | 009158106 |  | 564120 | 2000 | SH |  | SOLE |  | 0 | 0 | 2000 |
| DUKE ENERGY CORP NEW COM NEW | Stock | 26441C204 |  | 308216 | 2612 | SH |  | SOLE |  | 0 | 0 | 2612 |
| SYSCO CORP COM | Stock | 871829107 |  | 378700 | 5000 | SH |  | SOLE |  | 0 | 0 | 5000 |
| KELLANOVA COM | Stock | 487836108 |  | 501039 | 6300 | SH |  | SOLE |  | 0 | 0 | 6300 |
| CONSTELLATION ENERGY CORP COM | Stock | 21037T109 |  | 1448870 | 4489 | SH |  | SOLE |  | 0 | 0 | 4489 |
| DIAMONDBACK ENERGY INC COM | Stock | 25278X109 |  | 1453142 | 10576 | SH |  | SOLE |  | 0 | 0 | 10576 |
| NVIDIA CORPORATION COM | Stock | 67066G104 |  | 1563945 | 9899 | SH |  | SOLE |  | 0 | 0 | 9899 |
| ABBVIE INC COM | Stock | 00287Y109 |  | 436021 | 2349 | SH |  | SOLE |  | 0 | 0 | 2349 |
| COTERRA ENERGY INC COM | Stock | 127097103 |  | 1120958 | 44167 | SH |  | SOLE |  | 0 | 0 | 44167 |
| MCDONALDS CORP COM | Stock | 580135101 |  | 910404 | 3116 | SH |  | SOLE |  | 0 | 0 | 3116 |
| CISCO SYS INC COM | Stock | 17275R102 |  | 672986 | 9700 | SH |  | SOLE |  | 0 | 0 | 9700 |
| FOSSIL GROUP INC COM | Stock | 34988V106 |  | 31608 | 21357 | SH |  | SOLE |  | 0 | 0 | 21357 |
| AT INC COM | Stock | 00206R102 |  | 719391 | 24858 | SH |  | SOLE |  | 0 | 0 | 24858 |
| ENERGY SELECT SECTOR SPDR FUND | ETF | 81369Y506 |  | 1331941 | 15705 | SH |  | SOLE |  | 0 | 0 | 15705 |
| FIDELITY MSCI HEALTH CARE INDEX ETF | ETF | 316092600 |  | 278203 | 4350 | SH |  | SOLE |  | 0 | 0 | 4350 |
| ALLEGION PLC ORD SHS | Stock | G0176J109 |  | 259560 | 1801 | SH |  | SOLE |  | 0 | 0 | 1801 |
| MCCORMICK  CO INC COM NON VTG | Stock | 579780206 |  | 606560 | 8000 | SH |  | SOLE |  | 0 | 0 | 8000 |
| SPDR PORTFOLIO EMERGING MARKETS ETF | ETF | 78463X509 |  | 2476889 | 57952 | SH |  | SOLE |  | 375 | 0 | 57577 |
| CHEVRON CORP NEW COM | Stock | 166764100 |  | 830502 | 5800 | SH |  | SOLE |  | 0 | 0 | 5800 |
| ALBEMARLE CORP COM | Stock | 012653101 |  | 250680 | 4000 | SH |  | SOLE |  | 0 | 0 | 4000 |
| SPDR PORTFOLIO S 1500 COMPOSITE STOCK MARKET ETF | ETF | 78464A805 |  | 389521 | 5201 | SH |  | SOLE |  | 0 | 0 | 5201 |
| RTX CORPORATION COM | Stock | 75513E101 |  | 398025 | 2726 | SH |  | SOLE |  | 0 | 0 | 2725 |
| PFIZER INC COM | Stock | 717081103 |  | 713916 | 29452 | SH |  | SOLE |  | 0 | 0 | 29452 |
| 3M CO COM | Stock | 88579Y101 |  | 304480 | 2000 | SH |  | SOLE |  | 0 | 0 | 2000 |
| AMERICAN EXPRESS CO COM | Stock | 025816109 |  | 713811 | 2238 | SH |  | SOLE |  | 0 | 0 | 2237 |
| ISHARES MSCI EAFE SMALL-CAP ETF | ETF | 464288273 |  | 2921617 | 40198 | SH |  | SOLE |  | 0 | 0 | 40198 |
| SPDR PORTFOLIO S 500 VALUE ETF | ETF | 78464A508 |  | 7270385 | 138907 | SH |  | SOLE |  | 0 | 0 | 138906 |
| PHILIP MORRIS INTL INC COM | Stock | 718172109 |  | 257698 | 1415 | SH |  | SOLE |  | 0 | 0 | 1414 |
| BRISTOL-MYERS SQUIBB CO COM | Stock | 110122108 |  | 1330725 | 28748 | SH |  | SOLE |  | 0 | 0 | 28747 |
| PRICE T ROWE GROUP INC COM | Stock | 74144T108 |  | 1128945 | 11699 | SH |  | SOLE |  | 0 | 0 | 11698 |
| LOWES COS INC COM | Stock | 548661107 |  | 221870 | 1000 | SH |  | SOLE |  | 0 | 0 | 1000 |
| COLGATE PALMOLIVE CO COM | Stock | 194162103 |  | 1568389 | 17254 | SH |  | SOLE |  | 0 | 0 | 17254 |
| SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | ETF | 78463X889 |  | 8675099 | 214253 | SH |  | SOLE |  | 1350 | 0 | 212902 |
| ISHARES CORE S MID-CAP ETF | ETF | 464287507 |  | 10468630 | 168794 | SH |  | SOLE |  | 475 | 0 | 168319 |
| APPLE INC COM | Stock | 037833100 |  | 869899 | 4240 | SH |  | SOLE |  | 0 | 0 | 4239 |
| WEC ENERGY GROUP INC COM | Stock | 92939U106 |  | 510580 | 4900 | SH |  | SOLE |  | 0 | 0 | 4900 |
| ABBOTT LABS COM | Stock | 002824100 |  | 2030221 | 14927 | SH |  | SOLE |  | 0 | 0 | 14927 |
| DISNEY WALT CO COM | Stock | 254687106 |  | 1474603 | 11891 | SH |  | SOLE |  | 0 | 0 | 11891 |

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