Impact Partnership Wealth, LLC Portfolio Holdings

Impact Partnership Wealth, LLC

  • $672 Billion
  • Q3 2025

Impact Partnership Wealth, LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $672 Billion distributed in 309 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $97.5B, Vanguard Ftse Europe ETF Ftse with a value of $59.6B, Invesco Qqq Trust, Series 1 with a value of $40.5B, Spdr Portfolio with a value of $33.1B, and Vanguard Value ETF with a value of $27.1B.

Examining the 13F form we can see an increase of $130B in the current position value, from $542B to 672B.

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 $672 Billion
ETFs: $478 Billion
Technology: $46.9 Billion
Financial Services: $30.7 Billion
Consumer Cyclical: $12.2 Billion
Communication Services: $12 Billion
Healthcare: $11.6 Billion
Industrials: $8.06 Billion
Consumer Defensive: $7.44 Billion
Other: $16.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$97.5 Billion 14.5% of portfolio
1,062,922
Q3 2025 Added 151.02%
$0
$59.6 Billion 8.86% of portfolio
746,587
Q3 2025 Added 42.82%
$0
$40.5 Billion 6.03% of portfolio
67,493
Q3 2025 Reduced 22.98%
$0
$33.1 Billion 4.91% of portfolio
577,911
Q3 2025 Added 17.83%
$0
$27.1 Billion 4.03% of portfolio
145,365
Q3 2025 Added 14.9%
Ssga Active Tr
-
$22.8 Billion 3.39% of portfolio
-
Q3 2025 Added 200.78%
$0
$21.4 Billion 3.17% of portfolio
456,104
Q3 2025 Reduced 27.64%
$0
$18.8 Billion 2.8% of portfolio
39,248
Q3 2025 Reduced 25.22%
$125B
$18.8 Billion 2.79% of portfolio
52,788
Q3 2025 Added 16.93%
$0
$13.6 Billion 2.03% of portfolio
465,094
Q3 2025 Added 9.13%
$0
$13.6 Billion 2.02% of portfolio
135,224
Q3 2025 Reduced 34.66%
$0
$13.1 Billion 1.95% of portfolio
282,654
Q3 2025 Reduced 26.59%
$0
$12.7 Billion 1.89% of portfolio
440,017
Q3 2025 Reduced 28.23%
$0
$12.7 Billion 1.88% of portfolio
19,000
Q3 2025 Added 7.84%
$4.34T
$12.4 Billion 1.84% of portfolio
48,605
Q3 2025 Added 2.9%
$0
$10.3 Billion 1.53% of portfolio
297,414
Q3 2025 Added 13.46%
$0
$6.64 Billion 0.99% of portfolio
69,804
Q3 2025 Reduced 14.32%
$495B
$6.08 Billion 0.9% of portfolio
32,600
Q3 2025 Added 11.81%
$0
$5.66 Billion 0.84% of portfolio
421,463
Q3 2025 Added 16.74%
$0
$4.63 Billion 0.69% of portfolio
171,947
Q3 2025 Reduced 7.71%
$0
$4.35 Billion 0.65% of portfolio
39,155
Q3 2025 Added 14.08%
$0
$3.99 Billion 0.59% of portfolio
117,826
Q3 2025 Reduced 25.99%
$0
$3.67 Billion 0.55% of portfolio
153,282
Q3 2025 Reduced 32.68%
$3.83T
$3.71 Billion 0.55% of portfolio
7,171
Q3 2025 Added 17.85%
$0
$3.48 Billion 0.52% of portfolio
125,249
Q3 2025 Added 83.04%
$0
$3.4 Billion 0.51% of portfolio
37,199
Q3 2025 Added 15.08%
$0
$3.15 Billion 0.47% of portfolio
33,093
Q3 2025 Reduced 30.47%
$1.4T
$2.99 Billion 0.44% of portfolio
6,723
Q3 2025 Added 23.0%
$0
$2.9 Billion 0.43% of portfolio
26,264
Q3 2025 Reduced 2.69%
$2.54T
$2.71 Billion 0.4% of portfolio
12,342
Q3 2025 Added 16.04%
$143B
$2.43 Billion 0.36% of portfolio
7,351
Q3 2025 Added 17.47%
$1.66T
$2.21 Billion 0.33% of portfolio
9,092
Q3 2025 Added 12.94%
Ishares Bitcoin Trust ETF
-
$2.21 Billion 0.33% of portfolio
-
Q3 2025 Added 70.11%
$907B
$2.1 Billion 0.31% of portfolio
6,650
Q3 2025 Added 17.99%
Ishares Ethereum Tr
-
$2.08 Billion 0.31% of portfolio
-
Q3 2025 Added 33.88%
$278B
$1.79 Billion 0.27% of portfolio
17,403
Q3 2025 Added 22.76%
$237B
$1.79 Billion 0.27% of portfolio
10,691
Q3 2025 New
$154B
$1.79 Billion 0.27% of portfolio
16,151
Q3 2025 Added 22.93%
$1.43T
$1.74 Billion 0.26% of portfolio
2,363
Q3 2025 Added 28.28%
$0
$1.67 Billion 0.25% of portfolio
40,231
Q3 2025 Added 125.3%
Series Portfolios Tr
-
$1.62 Billion 0.24% of portfolio
-
Q3 2025 Added 118.48%
$0
$1.62 Billion 0.24% of portfolio
77,206
Q3 2025 Added 110.7%
$0
$1.57 Billion 0.23% of portfolio
2,347
Q3 2025 Reduced 7.71%
Lam Research Corp
-
$1.55 Billion 0.23% of portfolio
-
Q3 2025 New
$0
$1.53 Billion 0.23% of portfolio
30,061
Q3 2025 Added 105.07%
$0
$1.46 Billion 0.22% of portfolio
35,534
Q3 2025 Added 116.66%
$0
$1.51 Billion 0.22% of portfolio
32,872
Q3 2025 Added 120.01%
$0
$1.49 Billion 0.22% of portfolio
8,950
Q3 2025 Added 27.31%
$0
$1.51 Billion 0.22% of portfolio
31,288
Q3 2025 Added 120.37%

Summary

  • Portfolio
  • No. of Stocks 309
  • Current Value $672 Billion
  • Prior Value $542 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 86 stocks
  • Additional Purchases 142 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 76 stocks
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