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Impact Partnership Wealth, LLC

Portfolio Manager
Impact Partnership Wealth, LLC
Performance
-0.80% (2026 Q1)
AUM (13F)
$809.68M
# of Holdings
363
Performance Rank
Allocation (Top 20)
61.47%

Impact Partnership Wealth, LLC Holdings Map

Top 50 Impact Partnership Wealth, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VGK
VANGUARD INTL EQUITY INDEX F
8.4%825.4K$68.0M
+66.29%(+329.06K)
2025-Q1: 385.3K shares2025-Q2: 522.7K shares2025-Q3: 746.6K shares2025-Q4: 496.4K shares2026-Q1: 825.4K shares
$75.52(+15.99%)
2026-03-31
QQQ
INVESCO QQQ TR
8.17%114.6K$66.1M
+60.77%(+43.32K)
2025-Q1: 86.3K shares2025-Q2: 87.6K shares2025-Q3: 67.5K shares2025-Q4: 71.3K shares2026-Q1: 114.6K shares
$503.60(+41.92%)
2026-03-31
SPMD
SPDR SERIES TRUST
4.73%646.5K$38.3M
+0.81%(+5.20K)
2025-Q1: 450.2K shares2025-Q2: 490.4K shares2025-Q3: 577.9K shares2025-Q4: 641.3K shares2026-Q1: 646.5K shares
$52.10(+23.06%)
2026-03-31
SPEM
SPDR INDEX SHS FDS
4.55%785.8K$36.9M
+59.89%(+294.35K)
2025-Q1: 481.8K shares2025-Q2: 630.4K shares2025-Q3: 456.1K shares2025-Q4: 491.4K shares2026-Q1: 785.8K shares
$41.55(+25.69%)
2026-03-31
VTV
VANGUARD INDEX FDS
3.95%163.0K$32.0M
+23.89%(+31.43K)
2025-Q1: 113.5K shares2025-Q2: 126.5K shares2025-Q3: 145.4K shares2025-Q4: 131.6K shares2026-Q1: 163.0K shares
$166.76(+24.95%)
2026-03-31
VUG
VANGUARD INDEX FDS
3.79%70.2K$30.7M
+65.56%(+27.80K)
2025-Q1: 35.4K shares2025-Q2: 52.5K shares2025-Q3: 39.2K shares2025-Q4: 42.4K shares2026-Q1: 70.2K shares
$65.77(+33.05%)
2026-03-31
SPTS
SPDR SERIES TRUST
3.6%999.0K$29.2M
+7.06%(+65.87K)
2025-Q1: 650.4K shares2025-Q2: 426.2K shares2025-Q3: 465.1K shares2025-Q4: 933.2K shares2026-Q1: 999.0K shares
$29.18(-0.48%)
2026-03-31
SPTI
SPDR SERIES TRUST
3.07%868.6K$24.9M
+6.65%(+54.17K)
2025-Q1: 330.0K shares2025-Q2: 613.1K shares2025-Q3: 440.0K shares2025-Q4: 814.4K shares2026-Q1: 868.6K shares
$28.64(-0.88%)
2026-03-31
SPSM
SPDR SERIES TRUST
3.01%503.7K$24.3M
+64.79%(+198.03K)
2025-Q1: 350.7K shares2025-Q2: 385.0K shares2025-Q3: 282.7K shares2025-Q4: 305.7K shares2026-Q1: 503.7K shares
$44.25(+18.90%)
2026-03-31
GLD
SPDR GOLD TR
2.86%53.9K$23.2M
+39.35%(+15.21K)
2025-Q1: 33.8K shares2025-Q2: 45.1K shares2025-Q3: 52.8K shares2025-Q4: 38.6K shares2026-Q1: 53.9K shares
$290.61(+48.14%)
2026-03-31

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