Impact Partnership Wealth, LLC
CIK 1984555
13F filing for Q2 2026・No. 2,537
- Holdings
- US$1.03B
- Quarter change
- +US$218.94M
- Entries
- 456
- Net bought (estimate)
- +US$162.1M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 136
- Sold out 60
- Cut 70
- Added 223
- Corporate actions 0
- Unchanged 10
Largest holdings
439 stocks worth US$1.03B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPDR SERIES TRUSTST STR BLO 1 ETF | Added | 1,688,043 | US$154.69M | 15.04% |
| QQQInvesco QQQUNIT SER 1 | Cut | 75,712 | US$55.75M | 5.42% |
| VANGUARD INTL EQUITY INDEX FFTSE EUROPE ETF | Cut | 588,208 | US$52.08M | 5.06% |
| SPDR SERIES TRUSTST STR P400MID | Added | 687,948 | US$46.48M | 4.52% |
| SSGA ACTIVE TRST ST SH DU ETF | Added | 1,491,278 | US$37.34M | 3.63% |
| VANGUARD INDEX FDSVALUE ETF | Cut | 148,872 | US$32.44M | 3.15% |
| SPDR INDEX SHS FDSST PORT MARK ETF | Cut | 535,689 | US$27.74M | 2.70% |
| VUGVANGUARD INDEX FDSGROWTH ETF | AddedSplit 4:1 | 287,764 | US$24.79M | 2.41% |
| SELECT SECTOR SPDR TRST STR SVC ETF | Added | 223,779 | US$23.97M | 2.33% |
| GLDSPDR GOLD TRGOLD SHS | Added | 56,374 | US$20.77M | 2.02% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 29, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.