Impact Partnership Wealth, LLC: 13F holdings

CIK 19845552026Q2

Positions439
Reported value$1.0bn
Filed2026-07-29

Top 10 holdings

SecuritySharesValueWeight
BIL SPDR SERIES TRUST1,688,043$154.7m15.0%
QQQ INVESCO QQQ TR75,712$55.8m5.4%
VGK VANGUARD INTL EQUITY INDEX F588,208$52.1m5.1%
SPMD SPDR SERIES TRUST687,948$46.5m4.5%
SSGA ACTIVE TR1,491,278$37.3m3.6%
VTV VANGUARD INDEX FDS148,872$32.4m3.2%
SPEM SPDR INDEX SHS FDS535,689$27.7m2.7%
VUG VANGUARD INDEX FDS287,764$24.8m2.4%
XLC SELECT SECTOR SPDR TR223,779$24.0m2.3%
GLD SPDR GOLD TR56,374$20.8m2.0%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1984555")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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