DOSSIER · 13F-HR · Q2 2026

Impact Partnership Wealth, LLC

$1.0B in tracked AUM across 456 positions as of Q2 2026.

IP
CIK 0001984555 · last filed Jun 30, 2026
Total AUM
$1.0B
as of Q2 2026
Holdings
456
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Impact Partnership Wealth, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BIL
SPDR SERIES TRUST
$155M1.7M15.0%
02
QQQ
INVESCO QQQ TR
$56M76K5.4%
03
VGK
VANGUARD INTL EQUITY INDEX F
$52M588K5.1%
04
SPMD
SPDR SERIES TRUST
$46M688K4.5%
05
PRSD
SSGA ACTIVE TR
$37M1.5M3.6%
06
VTV
VANGUARD INDEX FDS
$32M149K3.2%
07
SPEM
SPDR INDEX SHS FDS
$28M536K2.7%
08
VUG
VANGUARD INDEX FDS
$25M288K2.4%
09
XLC
SELECT SECTOR SPDR TR
$24M224K2.3%
10
GLD
SPDR GOLD TR
$21M56K2.0%

Filing history

2026Q2Jun 30
$1.0B 27.0%
456 positionsView →
2026Q1Mar 31
$810M 3.8%
365 positionsView →
2025Q4Dec 31
$780M 15.9%
362 positionsView →
2025Q3Sep 30
$672M 24.0%
309 positionsView →
2025Q2Jun 30
$542M 15.8%
292 positionsLocked
2025Q1Mar 31
$468M 5.5%
259 positionsLocked
2024Q4Dec 31
$495M 11.8%
289 positionsLocked
2024Q3Sep 30
$443M 16.4%
239 positionsLocked
2024Q2Jun 30
$381M 50.8%
217 positionsLocked
2024Q1Mar 31
$252M 7.8%
704 positionsLocked
2023Q4Dec 31
$274M 14.9%
836 positionsLocked
2023Q3Sep 30
$321M 11.7%
7,951 positionsLocked
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