StockDriftsStockDriftsTop 50 Impact Partnership Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | 15.04% | 1.69M | $154.7M | +803.26%(+1.50M) | $91.65(-0.18%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 5.42% | 75.7K | $55.8M | -33.93%(-38.88K) | $503.60(+43.13%) | 2026-06-30 | |
| VGK | VANGUARD INTL EQUITY INDEX F | 5.06% | 588.2K | $52.1M | -28.74%(-237.24K) | $75.52(+22.68%) | 2026-06-30 | |
| SPMD | SPDR SERIES TRUST | 4.52% | 687.9K | $46.5M | +6.41%(+41.47K) | $52.73(+29.46%) | 2026-06-30 | |
| PRSD | SSGA ACTIVE TR | 3.63% | 1.49M | $37.3M | +1328.00%(+1.39M) | $25.06(-0.48%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 3.15% | 148.9K | $32.4M | -8.66%(-14.12K) | $166.76(+35.40%) | 2026-06-30 | |
| SPEM | SPDR INDEX SHS FDS | 2.7% | 535.7K | $27.7M | -31.83%(-250.10K) | $41.55(+25.98%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 2.41% | 287.8K | $24.8M | -31.67%(-133.40K) | $65.77(+35.41%) | 2026-06-30 | |
| XLC | SELECT SECTOR SPDR TR | 2.33% | 223.8K | $24.0M | +11803.14%(+221.90K) | $107.63(+3.35%) | 2026-06-30 | |
| GLD | SPDR GOLD TR | 2.02% | 56.4K | $20.8M | +4.69%(+2.52K) | $295.12(+36.75%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.32% | +34.27% | — | — | +34.27% |
| Top 20 Holdings Unweighted | +10.56% | +35.16% | — | — | +35.16% |
Impact Partnership Wealth, LLC reports $1.03B in US-listed equity holdings across 439 positions in its most recent 13F filing. Its largest disclosed positions are BIL (15.0%), QQQ (5.4%) and VGK (5.1%). The top 20 holdings account for 60.48% of reported assets. Its disclosed equity book has returned +34.27% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Impact Partnership Wealth, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1984555). View Impact Partnership Wealth, LLC’s 13F filings on SEC