# EDGAR Filing Document

**Accession Number:** 0001731466
**File Stem:** 0001104659-23-004552
**Filing Date:** 2023-1
**Character Count:** 12316
**Document Hash:** ca55d32969f5028a3445b492885e4565
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001104659-23-004552.hdr.sgml**: 20230118

**ACCESSION NUMBER**: 0001104659-23-004552

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230118

**DATE AS OF CHANGE**: 20230118

**EFFECTIVENESS DATE**: 20230118

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** New Potomac Partners, LLC
- **CENTRAL INDEX KEY:** 0001731466
- **IRS NUMBER:** 472323701
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-18595
- **FILM NUMBER:** 23534019

**BUSINESS ADDRESS:**
- **STREET 1:** 4330 EAST-WEST HWY, STE 416
- **CITY:** BETHESDA
- **STATE:** MD
- **ZIP:** 20814
- **BUSINESS PHONE:** 2402534278

**MAIL ADDRESS:**
- **STREET 1:** 4330 EAST-WEST HWY, STE 416
- **CITY:** BETHESDA
- **STATE:** MD
- **ZIP:** 20814

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** New Potomac Partneres, LLC
- **DATE OF NAME CHANGE:** 20180214

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**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:** New Potomac Partners LLC<br>**Address:** 4330 East-west Hwy Ste 416<br>Bethesda, MD 20814

**Form 13F File Number:** 028-18595

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:** David L Straus<br>**Title:** Chief Compliance Officer/Managing Partner<br>**Phone:** 240-253-4278

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

David L Straus  Bethesda, MD  01-17-2023<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:** 72

**Form 13F Information Table Value Total:** $135015401

      (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

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|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| 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 |
| ABBOTT LABS | COM | 002824100 |  | 1895524 | 17265 | SH |  | SOLE | New Potomac Partners | 17265 | 0 | 0 |
| ABBVIE INC | COM | 00287Y109 |  | 3449404 | 21344 | SH |  | SOLE | New Potomac Partners | 21344 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 289041 | 3276 | SH |  | SOLE | New Potomac Partners | 3276 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 3008391 | 33905 | SH |  | SOLE | New Potomac Partners | 33905 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 862344 | 10266 | SH |  | SOLE | New Potomac Partners | 10266 | 0 | 0 |
| AMERIPRISE FINL INC | COM | 03076C106 |  | 2797659 | 8985 | SH |  | SOLE | New Potomac Partners | 8985 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 4980087 | 38329 | SH |  | SOLE | New Potomac Partners | 38329 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 250209 | 810 | SH |  | SOLE | New Potomac Partners | 810 | 0 | 0 |
| BLACKROCK INC | COM | 09247X101 |  | 3309302 | 4670 | SH |  | SOLE | New Potomac Partners | 4670 | 0 | 0 |
| BOOKING HOLDINGS INC | COM | 09857L108 |  | 2144258 | 1064 | SH |  | SOLE | New Potomac Partners | 1064 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 |  | 2468167 | 13751 | SH |  | SOLE | New Potomac Partners | 13751 | 0 | 0 |
| CHUBB LIMITED | COM | H1467J104 |  | 2060404 | 9340 | SH |  | SOLE | New Potomac Partners | 9340 | 0 | 0 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 1914786 | 16227 | SH |  | SOLE | New Potomac Partners | 16227 | 0 | 0 |
| CUMMINS INC | COM | 231021106 |  | 2288429 | 9445 | SH |  | SOLE | New Potomac Partners | 9445 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 213178 | 8780 | SH |  | SOLE | New Potomac Partners | 8780 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 1755324 | 20204 | SH |  | SOLE | New Potomac Partners | 20204 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 220600 | 2000 | SH |  | SOLE | New Potomac Partners | 2000 | 0 | 0 |
| FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 33739E108 |  | 2111340 | 125675 | SH |  | SOLE | New Potomac Partners | 125675 | 0 | 0 |
| HONEYWELL INTL INC | COM | 438516106 |  | 3755179 | 17523 | SH |  | SOLE | New Potomac Partners | 17523 | 0 | 0 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2023 CB | 46138J866 |  | 244942 | 11675 | SH |  | SOLE | New Potomac Partners | 11675 | 0 | 0 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2024 CB | 46138J841 |  | 1365332 | 66650 | SH |  | SOLE | New Potomac Partners | 66650 | 0 | 0 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 46138J783 |  | 1397177 | 73555 | SH |  | SOLE | New Potomac Partners | 73555 | 0 | 0 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | 46138J825 |  | 2251350 | 111785 | SH |  | SOLE | New Potomac Partners | 111785 | 0 | 0 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 46138J791 |  | 2341306 | 123715 | SH |  | SOLE | New Potomac Partners | 123715 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 712748 | 5046 | SH |  | SOLE | New Potomac Partners | 5046 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 205036 | 770 | SH |  | SOLE | New Potomac Partners | 770 | 0 | 0 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 7428583 | 214761 | SH |  | SOLE | New Potomac Partners | 214761 | 0 | 0 |
| ISHARES INC | MSCI JPN ETF NEW | 46434G822 |  | 419188 | 7700 | SH |  | SOLE | New Potomac Partners | 7700 | 0 | 0 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 |  | 2351711 | 49541 | SH |  | SOLE | New Potomac Partners | 49541 | 0 | 0 |
| ISHARES SILVER TR | ISHARES | 46428Q109 |  | 2881537 | 130860 | SH |  | SOLE | New Potomac Partners | 130860 | 0 | 0 |
| ISHARES TR | CORE MSCI EURO | 46434V738 |  | 426882 | 8987 | SH |  | SOLE | New Potomac Partners | 8987 | 0 | 0 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 464187 | 1919 | SH |  | SOLE | New Potomac Partners | 1919 | 0 | 0 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 466007 | 4924 | SH |  | SOLE | New Potomac Partners | 4924 | 0 | 0 |
| ISHARES TR | ISHARES BIOTECH | 464287556 |  | 488399 | 3720 | SH |  | SOLE | New Potomac Partners | 3720 | 0 | 0 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 529173 | 2470 | SH |  | SOLE | New Potomac Partners | 2470 | 0 | 0 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 932736 | 15132 | SH |  | SOLE | New Potomac Partners | 15132 | 0 | 0 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 976588 | 9255 | SH |  | SOLE | New Potomac Partners | 9255 | 0 | 0 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 |  | 1081822 | 12789 | SH |  | SOLE | New Potomac Partners | 12789 | 0 | 0 |
| ISHARES TR | 10-20 YR TRS ETF | 464288653 |  | 1544702 | 14279 | SH |  | SOLE | New Potomac Partners | 14279 | 0 | 0 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 |  | 1941236 | 38965 | SH |  | SOLE | New Potomac Partners | 38965 | 0 | 0 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 1990820 | 26726 | SH |  | SOLE | New Potomac Partners | 26726 | 0 | 0 |
| ISHARES TR | 3 7 YR TREAS BD | 464288661 |  | 2607543 | 22696 | SH |  | SOLE | New Potomac Partners | 22696 | 0 | 0 |
| ISHARES TR | 0-5 YR TIPS ETF | 46429B747 |  | 3261734 | 33640 | SH |  | SOLE | New Potomac Partners | 33640 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 5728955 | 14911 | SH |  | SOLE | New Potomac Partners | 14911 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 286880 | 1624 | SH |  | SOLE | New Potomac Partners | 1624 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 2567747 | 19148 | SH |  | SOLE | New Potomac Partners | 19148 | 0 | 0 |
| LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 |  | 2504330 | 10635 | SH |  | SOLE | New Potomac Partners | 10635 | 0 | 0 |
| LAM RESEARCH CORP | COM | 512807108 |  | 2827358 | 6727 | SH |  | SOLE | New Potomac Partners | 6727 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 2972048 | 8547 | SH |  | SOLE | New Potomac Partners | 8547 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 2725820 | 24568 | SH |  | SOLE | New Potomac Partners | 24568 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 1320130 | 10970 | SH |  | SOLE | New Potomac Partners | 10970 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 5130949 | 21395 | SH |  | SOLE | New Potomac Partners | 21395 | 0 | 0 |
| NIKE INC | CL B | 654106103 |  | 1878830 | 16057 | SH |  | SOLE | New Potomac Partners | 16057 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1080267 | 7392 | SH |  | SOLE | New Potomac Partners | 7392 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 3308590 | 40477 | SH |  | SOLE | New Potomac Partners | 40477 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 2135401 | 11820 | SH |  | SOLE | New Potomac Partners | 11820 | 0 | 0 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 236791 | 2844 | SH |  | SOLE | New Potomac Partners | 2844 | 0 | 0 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 589597 | 4738 | SH |  | SOLE | New Potomac Partners | 4738 | 0 | 0 |
| SIMON PPTY GROUP INC NEW | COM | 828806109 |  | 1738352 | 14797 | SH |  | SOLE | New Potomac Partners | 14797 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 1074669 | 6335 | SH |  | SOLE | New Potomac Partners | 6335 | 0 | 0 |
| SPDR SER TR | NUVEEN BLMBRG MU | 78468R721 |  | 2674792 | 58632 | SH |  | SOLE | New Potomac Partners | 58632 | 0 | 0 |
| SSGA ACTIVE ETF TR | SPDR TR TACTIC | 78467V848 |  | 1967365 | 49135 | SH |  | SOLE | New Potomac Partners | 49135 | 0 | 0 |
| STRYKER CORPORATION | COM | 863667101 |  | 1575983 | 6446 | SH |  | SOLE | New Potomac Partners | 6446 | 0 | 0 |
| TARGET CORP | COM | 87612E106 |  | 2705821 | 18155 | SH |  | SOLE | New Potomac Partners | 18155 | 0 | 0 |
| TRAVELERS COMPANIES INC | COM | 89417E109 |  | 359043 | 1915 | SH |  | SOLE | New Potomac Partners | 1915 | 0 | 0 |
| VANECK ETF TRUST | FALLEN ANGEL HG | 92189F437 |  | 2335825 | 86448 | SH |  | SOLE | New Potomac Partners | 86448 | 0 | 0 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 697865 | 9390 | SH |  | SOLE | New Potomac Partners | 9390 | 0 | 0 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 1143915 | 13869 | SH |  | SOLE | New Potomac Partners | 13869 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 1554133 | 39870 | SH |  | SOLE | New Potomac Partners | 39870 | 0 | 0 |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | 921946885 |  | 1120020 | 18367 | SH |  | SOLE | New Potomac Partners | 18367 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 626224 | 15894 | SH |  | SOLE | New Potomac Partners | 15894 | 0 | 0 |
| WHIRLPOOL CORP | COM | 963320106 |  | 2063336 | 14586 | SH |  | SOLE | New Potomac Partners | 14586 | 0 | 0 |

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