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Disclosed positions
Partnership Wealth Management, LLC: source evidence dated 2026-07-11T03:59:59.999Z.
- Issuer
- ELI LILLY & CO COM
- Ticker
- LLY
- Class
- Stock
- Reported value
- $25,382,338
- Reported amount
- 21,162
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002010656-26-000004Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| ELI LILLY & CO COM | LLY | Stock | $25,382,338 | 21,162 | SH | None |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | ETF | $25,285,800 | 118,841 | SH | None |
| ISHARES CORE S&P MID-CAP ETF | IJH | ETF | $12,633,046 | 163,831 | SH | None |
| STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | ETF | $10,989,660 | 218,092 | SH | None |
| ISHARES CORE S&P SMALL CAP ETF | IJR | ETF | $10,510,641 | 70,869 | SH | None |
| STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | SPYV | ETF | $3,200,025 | 52,641 | SH | None |
| ISHARES MSCI EAFE SMALL-CAP ETF | SCZ | ETF | $3,185,203 | 38,716 | SH | None |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | ETF | $3,184,543 | 25,647 | SH | None |
| STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | SPEM | ETF | $3,047,485 | 58,854 | SH | None |
| TRANE TECHNOLOGIES PLC SHS | TT | Stock | $2,578,590 | 5,250 | SH | None |
| JOHNSON & JOHNSON COM | JNJ | Stock | $2,539,700 | 10,000 | SH | None |
| NORFOLK SOUTHN CORP COM | NSC | Stock | $2,527,731 | 8,035 | SH | None |
| MICROSOFT CORP COM | MSFT | Stock | $2,258,609 | 6,055 | SH | None |
| MOLINA HEALTHCARE INC COM | MOH | Stock | $2,121,879 | 9,278 | SH | None |
| DIAMONDBACK ENERGY INC COM | FANG | Stock | $1,859,049 | 10,576 | SH | None |
| BRISTOL-MYERS SQUIBB CO COM | BMY | Stock | $1,806,705 | 31,356 | SH | None |
| CORNING INC COM | GLW | Stock | $1,660,295 | 6,500 | SH | None |
| PEPSICO INC COM | PEP | Stock | $1,620,907 | 11,971 | SH | None |
| COLGATE PALMOLIVE CO COM | CL | Stock | $1,581,847 | 17,254 | SH | None |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK.B | Stock | $1,504,172 | 3,006 | SH | None |
| ABBOTT LABORATORIES COM | ABT | Stock | $1,354,476 | 14,927 | SH | None |
| APPLE INC COM | AAPL | Stock | $1,340,687 | 4,633 | SH | None |
| DISNEY WALT CO COM | DIS | Stock | $1,331,234 | 13,831 | SH | None |
| MEDTRONIC PLC SHS | MDT | Stock | $1,266,935 | 16,195 | SH | None |
| PPG INDS INC COM | PPG | Stock | $1,212,900 | 10,000 | SH | None |
| EMERSON ELEC CO COM | EMR | Stock | $1,172,828 | 8,193 | SH | None |
| CISCO SYS INC COM | CSCO | Stock | $1,139,362 | 9,700 | SH | None |
| INTEL CORP COM | INTC | Stock | $1,117,040 | 8,000 | SH | None |
| CONSTELLATION ENERGY CORP COM | CEG | Stock | $1,114,933 | 4,489 | SH | None |
| CENCORA INC COM | COR | Stock | $1,018,728 | 3,600 | SH | None |
| CHEVRON CORPORATION COM | CVX | Stock | $961,408 | 5,800 | SH | None |
| PROCTER & GAMBLE CO COM | PG | Stock | $891,212 | 6,078 | SH | None |
| MCDONALDS CORP COM | MCD | Stock | $852,828 | 3,155 | SH | None |
| PFIZER INC COM | PFE | Stock | $713,105 | 29,614 | SH | None |
| NEXTERA ENERGY INC COM | NEE | Stock | $702,160 | 8,000 | SH | None |
| FEDEX CORP COM | FDX | Stock | $657,573 | 2,100 | SH | None |
| EXELON CORP COM | EXC | Stock | $627,832 | 13,467 | SH | None |
| ABBVIE INC COM | ABBV | Stock | $591,102 | 2,349 | SH | None |
| AIR PRODUCTS AND CHEMICALS INC COM | APD | Stock | $586,360 | 2,000 | SH | None |
| WEC ENERGY GROUP INC COM | WEC | Stock | $572,173 | 4,900 | SH | None |
| ALBEMARLE CORP COM | ALB | Stock | $540,120 | 4,000 | SH | None |
| RTX CORPORATION COM | RTX | Stock | $517,260 | 2,726 | SH | None |
| AT&T INC COM | T | Stock | $514,561 | 24,858 | SH | None |
| STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | SPTM | ETF | $492,163 | 5,421 | SH | None |
| AUTOMATIC DATA PROCESSING INC COM | ADP | Stock | $457,530 | 2,043 | SH | None |
| VANGUARD ULTRA-SHORT BOND ETF | VUSB | ETF | $449,912 | 9,038 | SH | None |
| SYSCO CORP COM | SYY | Stock | $417,900 | 5,000 | SH | None |
| FIDELITY MSCI HEALTH CARE INDEX ETF | FHLC | ETF | $413,676 | 5,355 | SH | None |
| MASCO CORP COM | MAS | Stock | $406,850 | 5,000 | SH | None |
| MCCORMICK & CO INC COM NON VTG | MKC | Stock | $403,360 | 8,000 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.