DOSSIER · 13F-HR · Q1 2026

Impact Partnership Wealth, LLC

$810M in tracked AUM across 365 positions as of Q1 2026.

IP
CIK 0001984555 · last filed Mar 31, 2026
Total AUM
$810M
as of Q1 2026
Holdings
365
positions
Whale Score
51
51
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Impact Partnership Wealth, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VGK
VANGUARD INTL EQUITY INDEX F
$68M825K8.4%
02
QQQ
INVESCO QQQ TR
$66M115K8.2%
03
SPMD
SPDR SERIES TRUST
$38M646K4.7%
04
SPEM
SPDR INDEX SHS FDS
$37M786K4.6%
05
VTV
VANGUARD INDEX FDS
$32M163K3.9%
06
VUG
VANGUARD INDEX FDS
$31M70K3.8%
07
SPTS
SPDR SERIES TRUST
$29M999K3.6%
08
SPTI
SPDR SERIES TRUST
$25M869K3.1%
09
SPSM
SPDR SERIES TRUST
$24M504K3.0%
10
GLD
SPDR GOLD TR
$23M54K2.9%

Filing history

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
2023Q2Jun 30
$288M
5,351 positionsLocked