Impact Partnership Wealth, LLC Portfolio Holdings

Impact Partnership Wealth, LLC

  • $542 Billion
  • Q2 2025

Impact Partnership Wealth, LLC has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $542 Billion distributed in 292 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $48.3B, Vanguard Ftse Europe ETF Ftse with a value of $40.5B, Spdr Bloomberg 1 3 Month T Bil with a value of $38.8B, Spdr Ser Tr Fds Spdr Portfolio with a value of $26.9B, and Spdr Portfolio with a value of $26.7B.

Examining the 13F form we can see an increase of $74B in the current position value, from $468B to 542B.

Impact Partnership Wealth, LLC is based out at Kennesaw, GA

Below you can find more details about Impact Partnership Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $542 Billion
ETFs: $406 Billion
Technology: $29.3 Billion
Financial Services: $26.7 Billion
Healthcare: $12.8 Billion
Energy: $9.3 Billion
Consumer Cyclical: $8.84 Billion
Communication Services: $8.16 Billion
Consumer Defensive: $6.99 Billion
Other: $15.6 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$48.3 Billion 8.91% of portfolio
87,626
Q2 2025 Added 1.59%
$0
$40.5 Billion 7.47% of portfolio
522,736
Q2 2025 Added 35.65%
$0
$38.8 Billion 7.16% of portfolio
423,442
Q2 2025 Reduced 34.47%
$0
$26.9 Billion 4.97% of portfolio
630,359
Q2 2025 Added 30.83%
$0
$26.7 Billion 4.92% of portfolio
490,448
Q2 2025 Added 8.93%
$0
$23 Billion 4.24% of portfolio
52,483
Q2 2025 Added 48.06%
$0
$22.4 Billion 4.12% of portfolio
126,519
Q2 2025 Added 11.46%
$0
$20.8 Billion 3.84% of portfolio
206,967
Q2 2025 Reduced 4.8%
$0
$17.6 Billion 3.25% of portfolio
613,111
Q2 2025 Added 85.82%
$0
$16.4 Billion 3.02% of portfolio
385,013
Q2 2025 Added 9.79%
$108B
$13.8 Billion 2.54% of portfolio
45,146
Q2 2025 Added 33.6%
$0
$12.5 Billion 2.3% of portfolio
426,169
Q2 2025 Reduced 34.48%
$0
$10.9 Billion 2.01% of portfolio
17,618
Q2 2025 Added 34.58%
$0
$10.2 Billion 1.88% of portfolio
337,163
Q2 2025 Added 7.1%
$0
$8.43 Billion 1.55% of portfolio
262,140
Q2 2025 Added 3.6%
$0
$7.65 Billion 1.41% of portfolio
81,466
Q2 2025 Reduced 5.51%
$0
$5.35 Billion 0.99% of portfolio
159,201
Q2 2025 Added 7.87%
$0
$4.95 Billion 0.91% of portfolio
186,306
Q2 2025 Reduced 6.93%
$0
$4.71 Billion 0.87% of portfolio
361,038
Q2 2025 Added 5.39%
$0
$4.41 Billion 0.81% of portfolio
47,593
Q2 2025 Added 9.09%
$0
$3.78 Billion 0.7% of portfolio
34,321
Q2 2025 Added 11.42%
$0
$2.98 Billion 0.55% of portfolio
26,989
Q2 2025 Added 19.34%
$0
$2.88 Billion 0.53% of portfolio
32,325
Q2 2025 Added 77.56%
$0
$1.86 Billion 0.34% of portfolio
68,426
Q2 2025 Reduced 28.86%
$0
$1.58 Billion 0.29% of portfolio
2,543
Q2 2025 Added 3.97%
$0
$1.45 Billion 0.27% of portfolio
38,473
Q2 2025 Added 8.75%
$0
$1.02 Billion 0.19% of portfolio
7,030
Q2 2025 Reduced 36.95%
$0
$826 Million 0.15% of portfolio
33,184
Q2 2025 Added 16.73%
$0
$792 Million 0.15% of portfolio
9,552
Q2 2025 Reduced 5.5%
$0
$767 Million 0.14% of portfolio
36,643
Q2 2025 New
$0
$743 Million 0.14% of portfolio
17,857
Q2 2025 New
$0
$744 Million 0.14% of portfolio
14,659
Q2 2025 New
$0
$686 Million 0.13% of portfolio
14,941
Q2 2025 New
$0
$684 Million 0.13% of portfolio
14,198
Q2 2025 New
$0
$643 Million 0.12% of portfolio
12,597
Q2 2025 New
$0
$643 Million 0.12% of portfolio
12,913
Q2 2025 New
$0
$667 Million 0.12% of portfolio
12,592
Q2 2025 New
$0
$673 Million 0.12% of portfolio
16,401
Q2 2025 New
$0
$606 Million 0.11% of portfolio
11,953
Q2 2025 New
$0
$604 Million 0.11% of portfolio
12,050
Q2 2025 New
$0
$622 Million 0.11% of portfolio
14,422
Q2 2025 New
$0
$581 Million 0.11% of portfolio
11,664
Q2 2025 Reduced 23.83%
$0
$536 Million 0.1% of portfolio
4,572
Q2 2025 Reduced 13.34%
$0
$568 Million 0.1% of portfolio
1,337
Q2 2025 Added 4.86%
$0
$533 Million 0.1% of portfolio
9,351
Q2 2025 Reduced 1.23%
$0
$521 Million 0.1% of portfolio
13,365
Q2 2025 New
$0
$497 Million 0.09% of portfolio
5,247
Q2 2025 Reduced 15.79%
$0
$470 Million 0.09% of portfolio
13,317
Q2 2025 Reduced 9.33%
$0
$465 Million 0.09% of portfolio
14,846
Q1 2025 Reduced 16.29%

Summary

  • Portfolio
  • No. of Stocks 292
  • Current Value $542 Billion
  • Prior Value $468 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 97 stocks
  • Additional Purchases 102 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 83 stocks
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