§ 13F · FUND PROFILE
Impact Partnership Wealth, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $672M (13F)Positions · 309Turnover · — · Q1Filed · Apr 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$51M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VGK | VANGUARD INTL EQUITY INDEX F | 825K | $68M | 8.4% | +66% |
| 2 | QQQ | INVESCO QQQ TR | 115K | $66M | 8.2% | +61% |
| 3 | SPMD | SPDR SERIES TRUST | 646K | $38M | 4.7% | +1% |
| 4 | SPEM | SPDR INDEX SHS FDS | 786K | $37M | 4.6% | +60% |
| 5 | VTV | VANGUARD INDEX FDS | 163K | $32M | 3.9% | +24% |
| 6 | VUG | VANGUARD INDEX FDS | 70K | $31M | 3.8% | +66% |
| 7 | SPTS | SPDR SERIES TRUST | 999K | $29M | 3.6% | +7% |
| 8 | SPTI | SPDR SERIES TRUST | 869K | $25M | 3.1% | +7% |
| 9 | SPSM | SPDR SERIES TRUST | 504K | $24M | 3.0% | +65% |
| 10 | GLD | SPDR GOLD TR | 54K | $23M | 2.9% | +39% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE IMPACT SIGNAL
AC read
Impact Partnership Wealth, LLC is a Other fund managing $672 million in assets. The fund runs a broad portfolio of 309 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed