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Impact Partnership Wealth, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1984555

$1.03B

disclosed book value

439

positions

15%

largest position share

Positions, as of 2026-06-30

top 100 of 439 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1BILSPDR SERIES TRUST1.7M$154.7M15%
2QQQINVESCO QQQ TR75,712$55.8M5.4%
3VGKVANGUARD INTL EQUITY INDEX F588,208$52.1M5.1%
4SPMDSPDR SERIES TRUST687,948$46.5M4.5%
5SSGA ACTIVE TR1.5M$37.3M3.6%
6VTVVANGUARD INDEX FDS148,872$32.4M3.2%
7SPEMSPDR INDEX SHS FDS535,689$27.7M2.7%
8VUGVANGUARD INDEX FDS287,764$24.8M2.4%
9XLCSELECT SECTOR SPDR TR223,779$24.0M2.3%
10GLDSPDR GOLD TR56,374$20.8M2%
11SPTSSPDR SERIES TRUST663,501$19.2M1.9%
12SPSMSPDR SERIES TRUST326,161$18.8M1.8%
13SPTISPDR SERIES TRUST612,393$17.4M1.7%
14XLFSELECT SECTOR SPDR TR314,580$16.9M1.6%
15MBBISHARES TR162,750$15.4M1.5%
16FLJPFRANKLIN TEMPLETON ETF TR357,565$14.2M1.4%
17AAPLAPPLE INC48,413$14.0M1.4%
18SPYSTATE STR SPDR S&P 500 ETF T14,923$11.1M1.1%
19SPSBSPDR SERIES TRUST321,320$9.6M0.9%
20XLKSELECT SECTOR SPDR TR49,230$9.4M0.9%
21SGOVISHARES TR83,663$8.4M0.8%
22PDBCINVESCO ACTVELY MNGD ETC FD498,516$7.9M0.8%
23NVDANVIDIA CORPORATION35,045$7.0M0.7%
24SPTLSPDR SERIES TRUST229,442$6.0M0.6%
25SPIBSPDR SERIES TRUST175,700$5.9M0.6%
26TIPISHARES TR51,813$5.7M0.6%
27SPHYSPDR SERIES TRUST229,119$5.4M0.5%
28GOOGLALPHABET INC12,610$4.5M0.4%
29MSFTMICROSOFT CORP11,747$4.4M0.4%
30TSLATESLA INC9,802$4.1M0.4%
31EMBISHARES TR41,788$4.0M0.4%
32BONDBLOXX ETF TRUST79,552$4.0M0.4%
33AMZNAMAZON COM INC16,535$3.9M0.4%
34FALNISHARES TR144,351$3.9M0.4%
35AVGOBROADCOM INC9,609$3.6M0.4%
36IVVISHARES TR4,821$3.6M0.4%
37SIMPLIFY EXCHANGE TRADED FUN130,452$3.1M0.3%
38EVLNMORGAN STANLEY ETF TRUST62,843$3.0M0.3%
39JBBBJANUS DETROIT STR TR64,190$3.0M0.3%
40VNQVANGUARD INDEX FDS31,306$3.0M0.3%
41HYGVFLEXSHARES TR73,594$3.0M0.3%
42LLYELI LILLY & CO2,446$2.9M0.3%
43SERIES PORTFOLIOS TR110,679$2.9M0.3%
44BKLNINVESCO EXCH TRADED FD TR II142,291$2.9M0.3%
45FTSLFIRST TR EXCHANGE-TRADED FD64,211$2.9M0.3%
46MUMICRON TECHNOLOGY INC2,477$2.9M0.3%
47PGRPROGRESSIVE CORP12,975$2.8M0.3%
48SHVISHARES TR25,228$2.8M0.3%
49COPCONOCOPHILLIPS26,092$2.7M0.3%
50SHYGISHARES TR63,836$2.7M0.3%
51METAMETA PLATFORMS INC4,669$2.6M0.3%
52CLOIVANECK ETF TRUST47,510$2.5M0.2%
53JAAAJANUS DETROIT STR TR48,721$2.5M0.2%
54TGTTARGET CORP18,380$2.4M0.2%
55BINCBLACKROCK ETF TRUST II45,021$2.4M0.2%
56CLOABLACKROCK ETF TRUST II44,728$2.3M0.2%
57SRLNSSGA ACTIVE ETF TR57,494$2.3M0.2%
58MCKMCKESSON CORP3,063$2.3M0.2%
59EOGEOG RES INC17,604$2.3M0.2%
60PYLDPIMCO ETF TR83,593$2.2M0.2%
61CHUBB LIMITED6,454$2.2M0.2%
62TRVTRAVELERS COMPANIES INC6,611$2.2M0.2%
63NEOS ETF TRUST43,755$2.2M0.2%
64FLOTISHARES TR42,064$2.1M0.2%
65ISHARES INC52,565$2.1M0.2%
66IQVIQVIA HLDGS INC11,020$2.1M0.2%
67PULSPGIM ETF TR42,805$2.1M0.2%
68JBLJABIL INC5,459$2.1M0.2%
69VLOVALERO ENERGY CORP8,011$2.1M0.2%
70ACCENTURE PLC IRELAND16,694$2.1M0.2%
71BMYBRISTOL-MYERS SQUIBB CO35,952$2.1M0.2%
72ALLALLSTATE CORP8,607$2.0M0.2%
73TROWPRICE T ROWE GROUP INC17,996$2.0M0.2%
74HDHOME DEPOT INC5,744$2.0M0.2%
75PYPLPAYPAL HLDGS INC46,781$2.0M0.2%
76LNGCHENIERE ENERGY INC8,412$2.0M0.2%
77FPXFIRST TR EXCHANGE-TRADED FD9,626$2.0M0.2%
78ICSHISHARES TR38,992$2.0M0.2%
79GSYINVESCO ACTIVELY MANAGED EXC39,159$2.0M0.2%
80ANGLOGOLD ASHANTI PLC24,275$2.0M0.2%
81CGMSCAPITAL GRP FIXED INCM ETF T71,736$2.0M0.2%
82WMTWALMART INC17,025$1.9M0.2%
83EXEEXPAND ENERGY CORPORATION19,632$1.8M0.2%
84AMGNAMGEN INC4,939$1.8M0.2%
85IBMINTERNATIONAL BUSINESS MACHS6,306$1.8M0.2%
86AMDADVANCED MICRO DEVICES INC3,040$1.8M0.2%
87SPYMSPDR SERIES TRUST19,378$1.7M0.2%
88INCYINCYTE CORP14,882$1.7M0.2%
89UIUBIQUITI INC3,116$1.7M0.2%
90EXPEEXPEDIA GROUP INC6,432$1.6M0.2%
91ARCH CAP GROUP LTD16,861$1.6M0.2%
92INTUINTUIT6,220$1.6M0.2%
93NEMNEWMONT CORP17,335$1.6M0.2%
94TPRTAPESTRY INC11,007$1.6M0.2%
95HIGHARTFORD INSURANCE GROUP INC12,123$1.6M0.2%
96CINFCINCINNATI FINL CORP8,662$1.6M0.2%
97IBITISHARES BITCOIN TRUST ETF48,123$1.6M0.2%
98ADBEADOBE INC7,725$1.6M0.2%
99WRBBERKLEY W R CORP21,389$1.5M0.1%
100DVNDEVON ENERGY CORP NEW36,235$1.5M0.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.