Impact Partnership Wealth, LLC

CIK 0001984555 · MARIETTA, GA · Quarter end: 2026-06-30 · Filed on: 2026-07-29 · Open the SEC source

Impact Partnership Wealth, LLC reported 439 positions worth $1.03B as of June 30, 2026 (13F filed July 29, 2026). Largest holding: BIL (15.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.03B
2026 Q2
Positions
439
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
46.3%
Est. Net Flow (Q)
2026 Q2
10 / 439 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1BILSPDR SERIES TRUSTSH$154.7M15.04%1,688,043
2QQQINVESCO QQQ TRSH$55.8M5.42%75,712
3VGKVANGUARD INTL EQUITY INDEX FSH$52.1M5.06%588,208
4SPMDSPDR SERIES TRUSTSH$46.5M4.52%687,948
5PRSDSSGA ACTIVE TRSH$37.3M3.63%1,491,278
6VTVVANGUARD INDEX FDSSH$32.4M3.15%148,872
7SPEMSPDR INDEX SHS FDSSH$27.7M2.70%535,689
8VUGVANGUARD INDEX FDSSH$24.8M2.41%287,764
9XLCSELECT SECTOR SPDR TRSH$24.0M2.33%223,779
10GLDSPDR GOLD TRSH$20.8M2.02%56,374

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Impact Partnership Wealth, LLC hold as of Q2 2026?

Impact Partnership Wealth, LLC reported 439 positions worth $1.03B in its Q2 2026 13F filing. Largest positions: BIL (15.0%), QQQ (5.4%), VGK (5.1%), SPMD (4.5%) and PRSD (3.6%).

What did Impact Partnership Wealth, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Impact Partnership Wealth, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.