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
$2.52B
$103 Million 0.02% of portfolio
13,021
Q3 2025 New
$1.32B
$56.9 Million 0.01% of portfolio
14,636
Q3 2025 Reduced 63.93%
$0
$94.2 Million 0.01% of portfolio
10,350
Q3 2025 Added 2.22%
$361M
$96.3 Million 0.01% of portfolio
11,078
Q3 2025 New
$521M
$73.1 Million 0.01% of portfolio
10,106
Q3 2025 New
Kandi Technologies Group Inc
-
$31.1 Million 0.0% of portfolio
-
Q4 2024 Reduced 1.02%
Canopy Growth Corp
-
$20.4 Million 0.0% of portfolio
-
Q3 2025 New

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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