Impact Partnership Wealth, LLC
CIK: 0001984555SEC EDGAR →
Portfolio Value
$779.7M
Holdings
359
As of
Q4 2025
New Positions
359
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 1,163,796 | $106.3M | 13.64% |
| 2 | INVESCO QQQ TR | 71,275 | $43.8M | 5.62% |
| 3 | VANGUARD INTL EQUITY INDEX F | 496,393 | $41.5M | 5.32% |
| 4 | SPDR SERIES TRUST | 641,279 | $37.1M | 4.76% |
| 5 | SPDR SERIES TRUST | 933,179 | $27.3M | 3.50% |
| 6 | VANGUARD INDEX FDS | 131,556 | $25.1M | 3.22% |
| 7 | SSGA ACTIVE TR | 964,197 | $24.2M | 3.10% |
| 8 | SPDR SERIES TRUST | 814,416 | $23.5M | 3.01% |
| 9 | SPDR INDEX SHS FDS | 491,441 | $23.0M | 2.95% |
| 10 | SPDR S&P 500 ETF TR | 32,873 | $22.4M | 2.87% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (359)
$106.3M · 1.2M shares
$43.8M · 71K shares
$41.5M · 496K shares
$37.1M · 641K shares
$27.3M · 933K shares
$25.1M · 132K shares
$24.2M · 964K shares
$23.5M · 814K shares
$23.0M · 491K shares
$22.4M · 33K shares
$20.7M · 42K shares
$18.0M · 180K shares
$15.3M · 39K shares
$14.3M · 306K shares
$13.8M · 51K shares
$13.7M · 453K shares
$10.9M · 318K shares
$8.1M · 85K shares
$7.4M · 220K shares
$7.2M · 39K shares
$6.7M · 251K shares
$6.3M · 478K shares
$6.2M · 56K shares
$4.3M · 9K shares
$4.1M · 173K shares
$3.6M · 37K shares
$3.5M · 31K shares
$3.4M · 8K shares
$3.2M · 29K shares
$3.2M · 116K shares
$3.0M · 4K shares
$2.8M · 12K shares
$2.8M · 8K shares
$2.8M · 9K shares
$2.3M · 26K shares
$2.1M · 22K shares
$2.0M · 3K shares
$2.0M · 12K shares
$2.0M · 2K shares
$2.0M · 6K shares
$1.9M · 39K shares
$1.9M · 39K shares
$1.9M · 38K shares
$1.9M · 80K shares
$1.9M · 19K shares
$1.9M · 15K shares
$1.9M · 39K shares
$1.8M · 44K shares
$1.8M · 84K shares
$1.7M · 66K shares
$1.7M · 37K shares
$1.7M · 5K shares
$1.6M · 33K shares
$1.6M · 30K shares
$1.6M · 9K shares
$1.6M · 55K shares
$1.6M · 10K shares
$1.6M · 16K shares
$1.5M · 15K shares
$1.5M · 68K shares
$1.5M · 30K shares
$1.5M · 36K shares
$1.5M · 29K shares
$1.5M · 23K shares
$1.5M · 30K shares
$1.5M · 5K shares
$1.5M · 28K shares
$1.5M · 3K shares
$1.5M · 3K shares
$1.5M · 6K shares
$1.4M · 12K shares
$1.4M · 35K shares
$1.4M · 7K shares
$1.4M · 5K shares
$1.4M · 28K shares
$1.4M · 10K shares
$1.4M · 2K shares
$1.4M · 17K shares
$1.3M · 50K shares
$1.3M · 14K shares
$1.3M · 2K shares
$1.3M · 26K shares
$1.3M · 25K shares
$1.3M · 31K shares
$1.3M · 8K shares
$1.3M · 56K shares
$1.2M · 13K shares
$1.2M · 8K shares
$1.2M · 5K shares
$1.2M · 2K shares
$1.2M · 44K shares
$1.2M · 8K shares
$1.2M · 14K shares
$1.2M · 6K shares
$1.1M · 21K shares
$1.1M · 5K shares
$1.1M · 30K shares
$1.1M · 3K shares
$1.1M · 7K shares
$1.1M · 16K shares
$1.1M · 3K shares
$1.1M · 15K shares
$1.1M · 10K shares
$1.0M · 2K shares
$1.0M · 17K shares
$1.0M · 14K shares
$1.0M · 48K shares
$1.0M · 4K shares
$1.0M · 6K shares
$1.0M · 6K shares
$990K · 7K shares
$975K · 22K shares
$964K · 37K shares
$947K · 38K shares
$933K · 4K shares
$929K · 4K shares
$921K · 2K shares
$920K · 23K shares
$920K · 17K shares
$911K · 2K shares
$905K · 11K shares
$899K · 8K shares
$895K · 15K shares
$891K · 34K shares
$891K · 11K shares
$869K · 3K shares
$855K · 6K shares
$854K · 40K shares
$849K · 15K shares
$840K · 11K shares
$836K · 2K shares
$833K · 3K shares
$822K · 2K shares
$810K · 1K shares
$789K · 2K shares
$784K · 2K shares
$781K · 20K shares
$767K · 31K shares
$764K · 5K shares
$754K · 1 shares
$750K · 8K shares
$742K · 3K shares
$741K · 3K shares
$739K · 50K shares
$729K · 4K shares
$722K · 1K shares
$721K · 773 shares
$716K · 18K shares
$714K · 6K shares
$707K · 5K shares
$695K · 15K shares
$695K · 3K shares
$693K · 27K shares
$687K · 10K shares
$684K · 4K shares
$679K · 2K shares
$661K · 15K shares
$647K · 14K shares
$646K · 10K shares
$642K · 13K shares
$634K · 6K shares
$633K · 12K shares
$631K · 26K shares
$628K · 4K shares
$625K · 8K shares
$622K · 5K shares
$614K · 2K shares
$603K · 1K shares
$602K · 6K shares
$589K · 4K shares
$587K · 22K shares
$585K · 9K shares
$583K · 12K shares
$583K · 10K shares
$571K · 16K shares
$565K · 4K shares
$565K · 9K shares
$562K · 8K shares
$552K · 7K shares
$549K · 7K shares
$545K · 971 shares
$524K · 6K shares
$521K · 5K shares
$511K · 6K shares
$511K · 11K shares
$508K · 3K shares
$508K · 6K shares
$506K · 8K shares
$500K · 16K shares
$499K · 8K shares
$499K · 13K shares
$496K · 3K shares
$494K · 15K shares
$492K · 9K shares
$491K · 37K shares
$490K · 4K shares
$490K · 4K shares
$479K · 2K shares
$475K · 6K shares
$474K · 19K shares
$474K · 6K shares
$473K · 16K shares
$463K · 7K shares
$463K · 12K shares
$462K · 12K shares
$458K · 16K shares
$457K · 3K shares
$453K · 9K shares
$450K · 1K shares
$450K · 8K shares
$449K · 1K shares
$448K · 7K shares
$447K · 4K shares
$446K · 7K shares
$445K · 31K shares
$443K · 1K shares
$443K · 5K shares
$441K · 995 shares
$441K · 4K shares
$440K · 23K shares
$437K · 4K shares
$434K · 2K shares
$434K · 2K shares
$432K · 3K shares
$425K · 16K shares
$423K · 2K shares
$422K · 1K shares
$420K · 9K shares
$420K · 24K shares
$419K · 6K shares
$418K · 15K shares
$407K · 2K shares
$401K · 10K shares
$397K · 4K shares
$396K · 63K shares
$395K · 6K shares
$392K · 14K shares
$392K · 16K shares
$391K · 16K shares
$389K · 7K shares
$388K · 4K shares
$383K · 4K shares
$378K · 5K shares
$377K · 7K shares
$377K · 3K shares
$376K · 3K shares
$375K · 7K shares
$370K · 646 shares
$370K · 2K shares
$365K · 2K shares
$362K · 1K shares
$361K · 2K shares
$360K · 2K shares
$359K · 4K shares
$358K · 4K shares
$357K · 2K shares
$355K · 2K shares
$354K · 11K shares
$353K · 3K shares
$345K · 4K shares
$343K · 1K shares
$342K · 5K shares
$334K · 2K shares
$332K · 2K shares
$329K · 17K shares
$325K · 5K shares
$322K · 2K shares
$318K · 1K shares
$317K · 1K shares
$316K · 919 shares
$314K · 2K shares
$310K · 25K shares
$309K · 1K shares
$307K · 4K shares
$295K · 1K shares
$293K · 4K shares
$292K · 4K shares
$290K · 619 shares
$287K · 334 shares
$285K · 1K shares
$285K · 1K shares
$283K · 5K shares
$282K · 2K shares
$281K · 2K shares
$281K · 20K shares
$280K · 4K shares
$279K · 12K shares
$277K · 14K shares
$271K · 476 shares
$268K · 8K shares
$266K · 17K shares
$266K · 7K shares
$264K · 4K shares
$263K · 3K shares
$262K · 2K shares
$257K · 3K shares
$255K · 3K shares
$254K · 987 shares
$252K · 7K shares
$251K · 34K shares
$251K · 1K shares
$248K · 2K shares
$246K · 945 shares
$246K · 193K shares
$245K · 2K shares
$244K · 3K shares
$244K · 7K shares
$244K · 1K shares
$241K · 3K shares
$241K · 10K shares
$241K · 2K shares
$239K · 711 shares
$238K · 10K shares
$236K · 3K shares
$236K · 820 shares
$236K · 6K shares
$235K · 687 shares
$234K · 9K shares
$233K · 666 shares
$230K · 901 shares
$229K · 3K shares
$228K · 2K shares
$228K · 743 shares
$228K · 2K shares
$221K · 5K shares
$221K · 43K shares
$219K · 2K shares
$218K · 2K shares
$217K · 288 shares
$217K · 480 shares
$217K · 16K shares
$214K · 5K shares
$213K · 18K shares
$212K · 7K shares
$210K · 2K shares
$210K · 1K shares
$210K · 1K shares
$209K · 667 shares
$206K · 437 shares
$206K · 3K shares
$203K · 5K shares
$203K · 3K shares
$200K · 2K shares
$200K · 1K shares
$185K · 12K shares
$178K · 11K shares
$162K · 11K shares
$149K · 14K shares
$147K · 11K shares
$143K · 14K shares
$140K · 20K shares
$113K · 15K shares
$105K · 27K shares
$100K · 11K shares
$99K · 16K shares
$93K · 12K shares
$20K · 26K shares
$15K · 14K shares
$10K · 31K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 141 | $553.2M | 71.0% |
| Unknown | 23 | $75.4M | 9.7% |
| Technology | 59 | $59.9M | 7.7% |
| Consumer Cyclical | 17 | $15.9M | 2.0% |
| Industrials | 28 | $15.0M | 1.9% |
| Healthcare | 26 | $14.5M | 1.9% |
| Energy | 18 | $12.2M | 1.6% |
| Consumer Defensive | 16 | $10.8M | 1.4% |
| Communication Services | 10 | $10.8M | 1.4% |
| Utilities | 9 | $4.8M | 0.6% |
| Real Estate | 7 | $3.6M | 0.5% |
| Basic Materials | 5 | $3.5M | 0.5% |