Partnership Wealth Management, LLC
RIA/Wealth
Partnership Wealth Management, LLC is a RIA/Wealth based in Towson, MD led by Ellwood John Derricks, reporting $193.2M in AUM as of Q3 2025 with 50% ETF concentration and 63% concentrated in top 10 holdings.
PresidentEllwood John Derricks
- Portfolio Value
- $129.8M
- Positions
- 70
- Top Holding
- LLY at 12.48%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Partnership Wealth Management, LLC's portfolio (63.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Drug Manufacturers - General Healthcare | $16.2M | 12.48% | -$402.9K Sold | 0.00% 21.2K shares | |
ETF ETF | $11.0M | 8.44% | -$57.6K Sold | — 167.9K shares | |
ETF ETF | $10.7M | 8.25% | +$3.8M Bought | — 56.5K shares | |
ETF ETF | $9.5M | 7.31% | +$330.0K Bought | — 222.0K shares | |
ETF ETF | $8.6M | 6.66% | +$83.3K Bought | — 72.8K shares | |
ETF ETF | $8.5M | 6.51% | -$1.4K Sold | — 18.1K shares | |
ETF ETF | $7.7M | 5.95% | +$35.1K Bought | — 139.5K shares | |
Software - Infrastructure Technology | $4.4M | 3.36% | -$52.8K Sold | 0.00% 8.4K shares | |
ETF ETF | $2.9M | 2.21% | -$212.4K Sold | — 37.4K shares | |
ETF ETF | $2.7M | 2.07% | -$27.8K Sold | — 57.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Partnership Wealth Management, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+55.5% | |
+31.85% | |
+14.29% | |
+8.99% | |
+6.74% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-17.22% | |
-8.37% |
Analytics
Portfolio insights and performance metrics for Partnership Wealth Management, LLC
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