Impact Partnership Wealth, Llc Portfolio Stock Holdings
Impact Partnership Wealth, Llc disclosed 363 stock positions valued at approximately $809.7 million in its latest SEC 13F filing. The largest holdings include VANGUARD INTL EQUITY INDEX F, INVESCO QQQ TR, and SPDR SERIES TRUST. The filing reflects positions held as of March 31, 2026 and was filed on April 23, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 363
- Portfolio Value
- $809.7M
Holdings by Sector
Impact Partnership Wealth, Llc Portfolio Holdings in Q1 2026
346 holdings in the latest reporting period.
Page 1 of 4
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | VGK | Other | 8.40% | 825,448 | +329,055 | +66.29% | $68,041,663 |
| INVESCO QQQ TR | QQQ | Other | 8.17% | 114,592 | +43,317 | +60.77% | $66,140,064 |
| SPDR SERIES TRUST | SPMD | Other | 4.73% | 646,479 | +5,200 | +0.81% | $38,284,502 |
| SPDR INDEX SHS FDS | SPEM | Other | 4.55% | 785,788 | +294,347 | +59.89% | $36,861,315 |
| VANGUARD INDEX FDS | VTV | Other | 3.95% | 162,991 | +31,435 | +23.89% | $31,978,852 |
| VANGUARD INDEX FDS | VUG | Other | 3.79% | 70,194 | +27,797 | +65.56% | $30,660,122 |
| SPDR SERIES TRUST | SPTS | Other | 3.60% | 999,047 | +65,868 | +7.06% | $29,152,181 |
| SPDR SERIES TRUST | SPTI | Other | 3.07% | 868,583 | +54,167 | +6.65% | $24,893,594 |
| SPDR SERIES TRUST | SPSM | Other | 3.01% | 503,692 | +198,030 | +64.79% | $24,338,407 |
| SPDR GOLD TR | GLD | Other | 2.86% | 53,850 | +15,207 | +39.35% | $23,171,241 |
| SPDR SERIES TRUST | BIL | Other | 2.12% | 186,884 | -976,912 | -83.94% | $17,126,072 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.99% | 24,714 | -8,159 | -24.82% | $16,072,800 |
| SPDR SERIES TRUST | SPSB | Other | 1.82% | 491,406 | +38,440 | +8.49% | $14,776,568 |
| ISHARES TR | MBB | Other | 1.68% | 143,460 | +58,583 | +69.02% | $13,621,570 |
| ISHARES TR | SGOV | Other | 1.58% | 126,951 | -52,678 | -29.33% | $12,778,916 |
| APPLE INC | AAPL | Technology | 1.53% | 48,929 | -1,780 | -3.51% | $12,417,672 |
| FRANKLIN TEMPLETON ETF TR | FLJP | Other | 1.47% | 328,334 | +10,771 | +3.39% | $11,879,111 |
| SPDR SERIES TRUST | SPTL | Other | 1.09% | 334,602 | +83,241 | +33.12% | $8,800,027 |
| ISHARES TR | TIP | Other | 1.06% | 77,533 | +21,192 | +37.61% | $8,556,529 |
| SPDR SERIES TRUST | SPIB | Other | 1.00% | 240,422 | +20,204 | +9.17% | $8,063,756 |
| INVESCO ACTVELY MNGD ETC FD | PDBC | Other | 0.99% | 464,202 | -14,159 | -2.96% | $8,039,987 |
| SPDR SERIES TRUST | SPHY | Other | 0.95% | 330,375 | +157,099 | +90.66% | $7,704,347 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.91% | 148,483 | +143,302 | +2765.91% | $7,330,595 |
| NVIDIA CORPORATION | NVDA | Technology | 0.81% | 37,634 | -1,210 | -3.12% | $6,563,373 |
| ISHARES TR | EMB | Other | 0.75% | 64,684 | +27,620 | +74.52% | $6,075,728 |
| SELECT SECTOR SPDR TR | XLB | Other | 0.61% | 98,423 | +98,423 | +100.00% | $4,918,222 |
| ISHARES TR | FALN | Other | 0.52% | 156,997 | +40,571 | +34.85% | $4,194,960 |
| VANGUARD INDEX FDS | VNQ | Other | 0.50% | 45,430 | +19,375 | +74.36% | $4,029,635 |
| MICROSOFT CORP | MSFT | Technology | 0.49% | 10,704 | +1,767 | +19.77% | $3,962,160 |
| WALMART INC | WMT | Consumer Defensive | 0.49% | 31,726 | +590 | +1.89% | $3,942,885 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.40% | 15,728 | +3,397 | +27.55% | $3,275,659 |
| TESLA INC | TSLA | Consumer Cyclical | 0.40% | 8,779 | +1,190 | +15.68% | $3,263,457 |
| ALPHABET INC | GOOGL | Communication Services | 0.39% | 11,005 | +2,156 | +24.36% | $3,164,464 |
| ISHARES TR | IVV | Other | 0.37% | 4,582 | +202 | +4.61% | $2,992,993 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.36% | 21,789 | +17,426 | +399.40% | $2,895,760 |
| BROADCOM INC | AVGO | Technology | 0.36% | 9,354 | +1,268 | +15.68% | $2,895,118 |
| ISHARES TR | SHV | Other | 0.36% | 26,211 | -3,190 | -10.85% | $2,893,421 |
| CONOCOPHILLIPS | COP | Energy | 0.35% | 21,283 | -1,069 | -4.78% | $2,809,299 |
| SIMPLIFY EXCHANGE TRADED FUN | BUCK | Other | 0.29% | 100,402 | +20,013 | +24.90% | $2,359,951 |
| MORGAN STANLEY ETF TRUST | EVLN | Other | 0.29% | 48,451 | +9,748 | +25.19% | $2,334,368 |
| JANUS DETROIT STR TR | JBBB | Other | 0.28% | 49,355 | +10,292 | +26.35% | $2,300,178 |
| FLEXSHARES TR | HYGV | Other | 0.28% | 55,638 | +11,609 | +26.37% | $2,228,852 |
| META PLATFORMS INC | META | Communication Services | 0.27% | 3,889 | +783 | +25.21% | $2,224,767 |
| INVESCO EXCH TRADED FD TR II | BKLN | Other | 0.27% | 108,103 | +23,886 | +28.36% | $2,206,389 |
| SERIES PORTFOLIOS TR | CLOZ | Other | 0.27% | 84,650 | +18,679 | +28.31% | $2,171,276 |
| FIRST TR EXCHANGE-TRADED FD | FTSL | Other | 0.27% | 48,295 | +11,683 | +31.91% | $2,163,638 |
| FIRST TR EXCHANGE-TRADED FD | FPX | Other | 0.27% | 13,599 | +3,917 | +40.46% | $2,159,610 |
| ELI LILLY & CO | LLY | Healthcare | 0.26% | 2,326 | +483 | +26.21% | $2,139,652 |
| ACCENTURE PLC IRELAND | ACN | Technology | 0.26% | 10,540 | +9,477 | +891.53% | $2,089,941 |
| EXXON MOBIL CORP | XOM | Energy | 0.25% | 12,017 | +67 | +0.56% | $2,038,868 |
| ISHARES TR | SHYG | Other | 0.24% | 46,694 | +11,088 | +31.14% | $1,975,603 |
| VANECK ETF TRUST | CLOI | Other | 0.24% | 37,083 | +6,668 | +21.92% | $1,954,280 |
| GILEAD SCIENCES INC | GILD | Healthcare | 0.24% | 13,693 | -1,548 | -10.16% | $1,908,381 |
| JANUS DETROIT STR TR | JAAA | Other | 0.23% | 37,699 | +5,146 | +15.81% | $1,898,912 |
| QUALCOMM INC | QCOM | Technology | 0.23% | 14,655 | +2,986 | +25.59% | $1,887,263 |
| PROGRESSIVE CORP | PGR | Financial Services | 0.23% | 9,460 | +3,071 | +48.07% | $1,875,305 |
| BLACKROCK ETF TRUST II | BINC | Other | 0.23% | 35,235 | +7,450 | +26.81% | $1,829,777 |
| BLACKROCK ETF TRUST II | CLOA | Other | 0.23% | 35,181 | +5,625 | +19.03% | $1,823,597 |
| NEOS ETF TRUST | CSHI | Other | 0.21% | 34,827 | +5,073 | +17.05% | $1,733,690 |
| SSGA ACTIVE ETF TR | SRLN | Other | 0.21% | 42,992 | +8,333 | +24.04% | $1,725,680 |
| ISHARES TR | FLOT | Other | 0.21% | 33,731 | +4,385 | +14.94% | $1,718,613 |
| VALERO ENERGY CORP | VLO | Energy | 0.21% | 6,844 | +3,721 | +119.15% | $1,690,964 |
| CHUBB LTD SWITZ | CB | Financial Services | 0.20% | 5,064 | +5,064 | +100.00% | $1,650,529 |
| PGIM ETF TR | PULS | Other | 0.20% | 33,262 | +5,182 | +18.45% | $1,646,455 |
| PIMCO ETF TR | PYLD | Other | 0.20% | 62,740 | +12,875 | +25.82% | $1,643,789 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.20% | 42,585 | +3,905 | +10.10% | $1,636,116 |
| CAPITAL ONE FINL CORP | COF | Financial Services | 0.20% | 8,812 | +8,812 | +100.00% | $1,607,486 |
| ALLSTATE CORP | ALL | Financial Services | 0.20% | 7,618 | +912 | +13.60% | $1,579,450 |
| ISHARES INC | EMHY | Other | 0.19% | 39,894 | +8,590 | +27.44% | $1,571,011 |
| ISHARES TR | ICSH | Other | 0.19% | 30,642 | +5,041 | +19.69% | $1,551,076 |
| INVESCO ACTIVELY MANAGED EXC | GSY | Other | 0.19% | 30,798 | +5,330 | +20.93% | $1,543,615 |
| NEWMONT CORP | NEM | Basic Materials | 0.19% | 14,259 | -1,316 | -8.45% | $1,543,533 |
| CAPITAL GRP FIXED INCM ETF T | CGMS | Other | 0.19% | 55,267 | +11,119 | +25.19% | $1,504,912 |
| SLB LIMITED | SLB | Energy | 0.19% | 29,164 | +29,164 | +100.00% | $1,498,738 |
| ADOBE INC | ADBE | Technology | 0.18% | 6,103 | +1,314 | +27.44% | $1,483,517 |
| HARTFORD INSURANCE GROUP INC | HIG | Financial Services | 0.18% | 10,904 | +810 | +8.02% | $1,474,527 |
| ARCH CAP GROUP LTD | G0450A105 | Other | 0.18% | 15,242 | +1,374 | +9.91% | $1,463,034 |
| PRINCIPAL FINANCIAL GROUP IN | PFG | Financial Services | 0.18% | 16,053 | +11,647 | +264.34% | $1,446,520 |
| FIRST SOLAR INC | FSLR | Technology | 0.18% | 7,231 | +6,286 | +665.19% | $1,426,387 |
| JABIL INC | JBL | Technology | 0.18% | 5,365 | +446 | +9.07% | $1,425,069 |
| ISHARES SILVER TR | SLV | Other | 0.18% | 20,872 | -2,274 | -9.82% | $1,422,218 |
| CARDINAL HEALTH INC | CAH | Healthcare | 0.17% | 6,699 | +6,699 | +100.00% | $1,415,500 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.17% | 5,776 | +1,283 | +28.56% | $1,411,830 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.17% | 4,240 | -1,443 | -25.39% | $1,394,431 |
| ELECTRONIC ARTS INC | EA | Communication Services | 0.17% | 6,802 | +5,607 | +469.21% | $1,386,725 |
| APPLOVIN CORP | APP | Technology | 0.17% | 3,472 | +1,432 | +70.20% | $1,381,912 |
| SPDR SERIES TRUST | SPLG | Other | 0.17% | 17,855 | +6,738 | +60.61% | $1,366,641 |
| ILLUMINA INC | ILMN | Healthcare | 0.17% | 11,080 | +7,780 | +235.76% | $1,365,776 |
| TECHNIPFMC PLC | G87110105 | Other | 0.17% | 19,511 | -2,376 | -10.86% | $1,348,830 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.16% | 9,041 | +84 | +0.94% | $1,322,520 |
| COGNIZANT TECHNOLOGY SOLUTIO | CTSH | Technology | 0.16% | 21,512 | +21,512 | +100.00% | $1,319,756 |
| FOX CORP | FOXA | Communication Services | 0.16% | 22,436 | +22,436 | +100.00% | $1,310,241 |
| CF INDUSTRIES HOLD | CF | Basic Materials | 0.16% | 10,088 | -3,433 | -25.39% | $1,309,847 |
| EXPEDIA GROUP INC | EXPE | Consumer Cyclical | 0.16% | 5,539 | +617 | +12.54% | $1,278,787 |
| ANGLOGOLD ASHANTI PLC | AU | Other | 0.15% | 12,797 | +12,797 | +100.00% | $1,245,870 |
| CINCINNATI FINL CORP | CINF | Financial Services | 0.15% | 7,820 | +1,603 | +25.78% | $1,230,497 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.15% | 2,556 | -348 | -11.98% | $1,224,749 |
| INCYTE CORP | INCY | Healthcare | 0.15% | 12,971 | +334 | +2.64% | $1,220,864 |
| LEIDOS HOLDINGS INC | LDOS | Technology | 0.15% | 7,809 | +6,699 | +603.51% | $1,214,487 |
| SYNCHRONY FINANCIAL | SYF | Financial Services | 0.15% | 17,290 | +3,033 | +21.27% | $1,176,055 |