Impact Partnership Wealth, LLC
CIK 0001984555 · MARIETTA, GA · Quarter end: 2026-06-30 · Filed on: 2026-07-29 · Open the SEC source ↗
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
Top Holdings
BIL
SPDR SERIES TRUST
15.0%
QQQ
INVESCO QQQ TR
5.4%
VGK
VANGUARD INTL EQUITY INDEX F
5.1%
SPMD
SPDR SERIES TRUST
4.5%
PRSD
SSGA ACTIVE TR
3.6%
VTV
VANGUARD INDEX FDS
3.2%
SPEM
SPDR INDEX SHS FDS
2.7%
VUG
VANGUARD INDEX FDS
2.4%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.