Impact Partnership Wealth, LLC

Est. AUM

$808.7M

13F long equity, this entity only

Positions

362

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$68.0M	825448	8.41%	SOLE
2	INVESCO QQQ TR	UNIT SER 1	$66.1M	114592	8.18%	SOLE
3	SPDR SERIES TRUST	STATE STREET SPD	$38.3M	646479	4.73%	SOLE
4	SPDR INDEX SHS FDS	STATE STREET SPD	$36.9M	785788	4.56%	SOLE
5	VANGUARD INDEX FDS	VALUE ETF	$32.0M	162991	3.95%	SOLE
6	VANGUARD INDEX FDS	GROWTH ETF	$30.7M	70194	3.79%	SOLE
7	SPDR SERIES TRUST	STATE STREET SPD	$29.2M	999047	3.60%	SOLE
8	SPDR SERIES TRUST	STATE STREET SPD	$24.9M	868583	3.08%	SOLE
9	SPDR SERIES TRUST	STATE STREET SPD	$24.3M	503692	3.01%	SOLE
10	SPDR GOLD TR	GOLD SHS	$23.2M	53850	2.87%	SOLE
11	SPDR SERIES TRUST	STATE STREET SPD	$17.1M	186884	2.12%	SOLE
12	STATE STR SPDR S&P 500 ETF T	TR UNIT	$16.1M	24714	1.99%	SOLE
13	SPDR SERIES TRUST	STATE STREET SPD	$14.8M	491406	1.83%	SOLE
14	ISHARES TR	MBS ETF	$13.6M	143460	1.68%	SOLE
15	ISHARES TR	0-3 MNTH TREASRY	$12.8M	126951	1.58%	SOLE
16	APPLE INC	COM	$12.4M	48929	1.54%	SOLE
17	FRANKLIN TEMPLETON ETF TR	FTSE JAPAN ETF	$11.9M	328334	1.47%	SOLE
18	SPDR SERIES TRUST	STATE STREET SPD	$8.8M	334602	1.09%	SOLE
19	ISHARES TR	TIPS BD ETF	$8.6M	77533	1.06%	SOLE
20	SPDR SERIES TRUST	STATE STREET SPD	$8.1M	240422	1.00%	SOLE
21	INVESCO ACTVELY MNGD ETC FD	OPTIMUM YIELD	$8.0M	464202	0.99%	SOLE
22	SPDR SERIES TRUST	STATE STREET SPD	$7.7M	330375	0.95%	SOLE
23	SELECT SECTOR SPDR TR	STATE STREET FIN	$7.3M	148483	0.91%	SOLE
24	NVIDIA CORPORATION	COM	$6.6M	37634	0.81%	SOLE
25	ISHARES TR	JPMORGAN USD EMG	$6.1M	64684	0.75%	SOLE
26	SELECT SECTOR SPDR TR	STATE STREET MAT	$4.9M	98423	0.61%	SOLE
27	ISHARES TR	FALN ANGLS USD	$4.2M	156997	0.52%	SOLE
28	VANGUARD INDEX FDS	REAL ESTATE ETF	$4.0M	45430	0.50%	SOLE
29	MICROSOFT CORP	COM	$4.0M	10704	0.49%	SOLE
30	WALMART INC	COM	$3.9M	31726	0.49%	SOLE
31	AMAZON COM INC	COM	$3.3M	15728	0.41%	SOLE
32	TESLA INC	COM	$3.3M	8779	0.40%	SOLE
33	ALPHABET INC	CAP STK CL A	$3.2M	11005	0.39%	SOLE
34	ISHARES TR	CORE S&P500 ETF	$3.0M	4582	0.37%	SOLE
35	SELECT SECTOR SPDR TR	STATE STREET TEC	$2.9M	21789	0.36%	SOLE
36	BROADCOM INC	COM	$2.9M	9354	0.36%	SOLE
37	ISHARES TR	TRUST ISHARE 0-1	$2.9M	26211	0.36%	SOLE
38	CONOCOPHILLIPS	COM	$2.8M	21283	0.35%	SOLE
39	BONDBLOXX ETF TRUST	BONDBLOXX PRIVAT	$2.7M	55857	0.34%	SOLE
40	SSGA ACTIVE TR	ST STR SHORT DUR	$2.6M	104431	0.32%	SOLE
41	SIMPLIFY EXCHANGE TRADED FUN	TREASURY OPT INC	$2.4M	100402	0.29%	SOLE
42	MORGAN STANLEY ETF TRUST	EATON VANCE FLTG	$2.3M	48451	0.29%	SOLE
43	JANUS DETROIT STR TR	B-BBB CLO ETF	$2.3M	49355	0.28%	SOLE
44	FLEXSHARES TR	HIG YLD VL ETF	$2.2M	55638	0.28%	SOLE
45	META PLATFORMS INC	CL A	$2.2M	3889	0.28%	SOLE
46	INVESCO EXCH TRADED FD TR II	SR LN ETF	$2.2M	108103	0.27%	SOLE
47	SERIES PORTFOLIOS TR	ELDRIDGE BBB B	$2.2M	84650	0.27%	SOLE
48	FIRST TR EXCHANGE-TRADED FD	SENIOR LN FD	$2.2M	48295	0.27%	SOLE
49	FIRST TR EXCHANGE-TRADED FD	US EQTY OPPT ETF	$2.2M	13599	0.27%	SOLE
50	ELI LILLY & CO	COM	$2.1M	2326	0.26%	SOLE

1–50 of 362

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.