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
Lazard Inc
-
$531 Million 0.08% of portfolio
-
Q3 2025 New
$37B
$527 Million 0.08% of portfolio
6,399
Q3 2025 Reduced 8.79%
$6.81B
$559 Million 0.08% of portfolio
20,208
Q3 2025 Added 132.73%
$44.9B
$531 Million 0.08% of portfolio
5,841
Q3 2025 Added 0.31%
$0
$544 Million 0.08% of portfolio
2,870
Q3 2025 New
$16.8B
$530 Million 0.08% of portfolio
5,912
Q3 2025 Added 10.53%
$13.2B
$525 Million 0.08% of portfolio
5,730
Q3 2025 New
$7.7B
$542 Million 0.08% of portfolio
2,743
Q3 2025 New
-
$539 Million 0.08% of portfolio
-
Q3 2025 Added 24.39%
$16.9B
$540 Million 0.08% of portfolio
1,640
Q3 2025 New
$112B
$546 Million 0.08% of portfolio
5,769
Q3 2025 Reduced 60.39%
$7.05B
$555 Million 0.08% of portfolio
13,045
Q3 2025 Added 166.12%
$51.2B
$462 Million 0.07% of portfolio
13,429
Q3 2025 Added 0.07%
$34B
$449 Million 0.07% of portfolio
3,613
Q3 2025 Reduced 0.19%
$1.36B
$462 Million 0.07% of portfolio
14,519
Q2 2025 New
$41.4B
$475 Million 0.07% of portfolio
5,295
Q3 2025 Added 5.33%
$11.7B
$459 Million 0.07% of portfolio
4,750
Q3 2025 New
$50.5B
$489 Million 0.07% of portfolio
40,856
Q3 2025 New
$3.48B
$444 Million 0.07% of portfolio
55,609
Q3 2025 Added 188.34%
$24.4B
$470 Million 0.07% of portfolio
2,512
Q3 2025 Reduced 3.87%
$41.5B
$467 Million 0.07% of portfolio
3,684
Q3 2025 New
Core Scientific Inc New
-
$478 Million 0.07% of portfolio
-
Q3 2025 Added 46.35%
$0
$470 Million 0.07% of portfolio
9,262
Q3 2025 Reduced 20.59%
$13B
$450 Million 0.07% of portfolio
3,149
Q3 2025 Added 11.19%
$6.1B
$386 Million 0.06% of portfolio
3,817
Q3 2025 New
$5.02B
$399 Million 0.06% of portfolio
6,944
Q3 2025 Added 22.17%
$22.9B
$437 Million 0.06% of portfolio
4,257
Q3 2025 Reduced 10.4%
$15B
$401 Million 0.06% of portfolio
4,923
Q3 2025 Added 3.14%
$12.2B
$404 Million 0.06% of portfolio
9,788
Q3 2025 Added 17.29%
$10.6B
$370 Million 0.06% of portfolio
2,954
Q3 2025 New
$20.5B
$392 Million 0.06% of portfolio
4,725
Q3 2025 Reduced 6.69%
$404B
$380 Million 0.06% of portfolio
2,346
Q3 2025 Added 47.55%
$31.3B
$422 Million 0.06% of portfolio
2,137
Q3 2025 Reduced 5.57%
$26.8B
$421 Million 0.06% of portfolio
15,472
Q3 2025 Reduced 3.11%
$118B
$381 Million 0.06% of portfolio
1,764
Q3 2025 Added 1.44%
$0
$405 Million 0.06% of portfolio
1,639
Q3 2025 Reduced 9.15%
-
$387 Million 0.06% of portfolio
-
Q3 2025 New
$24.3B
$429 Million 0.06% of portfolio
17,441
Q3 2025 Reduced 6.22%
$56.3B
$427 Million 0.06% of portfolio
4,755
Q3 2025 Added 3.59%
$7.25B
$394 Million 0.06% of portfolio
3,141
Q3 2025 Added 22.55%
$13.6B
$405 Million 0.06% of portfolio
3,285
Q3 2025 Added 10.01%
$0
$412 Million 0.06% of portfolio
10,841
Q3 2025 Reduced 18.59%
$7.38B
$430 Million 0.06% of portfolio
6,471
Q3 2025 New
$8.99B
$417 Million 0.06% of portfolio
3,831
Q3 2025 New
$18B
$412 Million 0.06% of portfolio
1,189
Q3 2025 Reduced 3.49%
$0
$385 Million 0.06% of portfolio
6,510
Q3 2025 New
$6.68B
$424 Million 0.06% of portfolio
19,255
Q3 2025 New
$22.6B
$434 Million 0.06% of portfolio
16,471
Q3 2025 Reduced 13.32%
$56.8B
$388 Million 0.06% of portfolio
2,798
Q3 2025 Added 22.72%

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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