Institutions / Impact Partnership Wealth, LLC
Impact Partnership Wealth, LLC
CIK 1984555 · Institution · as of Dec 31, 2025
Portfolio value
$779.74M
Positions
359
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 359 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR Series Trust | $106.35M | 13.6% |
| Invesco Qqq Tr | $43.79M | 5.6% |
| Vanguard Intl Equity Index F | $41.50M | 5.3% |
| SPDR Series Trust | $37.14M | 4.8% |
| SPDR Series Trust | $27.32M | 3.5% |
| Vanguard Index Fds | $25.13M | 3.2% |
| Ssga Active Tr | $24.19M | 3.1% |
| SPDR Series Trust | $23.49M | 3.0% |
| SPDR Index Shs Fds | $23.00M | 3.0% |
| SPDR S&P 500 ETF Tr | $22.42M | 2.9% |
| Vanguard Index Fds | $20.68M | 2.7% |
| iShares Tr | $18.03M | 2.3% |
| SPDR Gold Tr | $15.31M | 2.0% |
| SPDR Series Trust | $14.32M | 1.8% |
| Apple Inc. | $13.79M | 1.8% |
| SPDR Series Trust | $13.68M | 1.8% |
| Franklin Templeton ETF Tr | $10.94M | 1.4% |
| iShares Tr | $8.08M | 1.0% |
| SPDR Series Trust | $7.45M | 1.0% |
| NVIDIA Corp | $7.24M | 0.9% |
| SPDR Series Trust | $6.65M | 0.9% |
| Invesco Actvely Mngd Etc Fd | $6.34M | 0.8% |
| iShares Tr | $6.19M | 0.8% |
| Microsoft Corp | $4.32M | 0.6% |
| SPDR Series Trust | $4.10M | 0.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.