Top 50 Impact Partnership Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VGK | VANGUARD INTL EQUITY INDEX F | 8.4% | 825.4K | $68.0M | +66.29%(+329.06K) | $75.52(+15.99%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 8.17% | 114.6K | $66.1M | +60.77%(+43.32K) | $503.60(+41.92%) | 2026-03-31 | |
| SPMD | SPDR SERIES TRUST | 4.73% | 646.5K | $38.3M | +0.81%(+5.20K) | $52.10(+23.06%) | 2026-03-31 | |
| SPEM | SPDR INDEX SHS FDS | 4.55% | 785.8K | $36.9M | +59.89%(+294.35K) | $41.55(+25.69%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 3.95% | 163.0K | $32.0M | +23.89%(+31.43K) | $166.76(+24.95%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 3.79% | 70.2K | $30.7M | +65.56%(+27.80K) | $65.77(+33.05%) | 2026-03-31 | |
| SPTS | SPDR SERIES TRUST | 3.6% | 999.0K | $29.2M | +7.06%(+65.87K) | $29.18(-0.48%) | 2026-03-31 | |
| SPTI | SPDR SERIES TRUST | 3.07% | 868.6K | $24.9M | +6.65%(+54.17K) | $28.64(-0.88%) | 2026-03-31 | |
| SPSM | SPDR SERIES TRUST | 3.01% | 503.7K | $24.3M | +64.79%(+198.03K) | $44.25(+18.90%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 2.86% | 53.9K | $23.2M | +39.35%(+15.21K) | $290.61(+48.14%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.37% | +23.79% |
| Top 20 Holdings Unweighted | +8.02% | +26.04% |
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