Institutional Fund
Impact Partnership Wealth, LLC
Marietta, GACIK 19845555 filings on record
Portfolio Value
$809.68M
Q1 2026
Holdings
363
Reported positions
New Buys
94
Opened this quarter
QoQ Change
+3.8%
from $779.74M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Intl Equity Index F8.4%
- Invesco Qqq Tr8.2%
- Spdr Series Trust4.7%
- Spdr Index Shs Fds4.6%
- Vanguard Index Fds3.9%
- Vanguard Index Fds3.8%
- Other66.4%
Portfolio Holdings
363 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Intl Equity Index F | 825.4K | $68.04M | 8.4% | +329.1K | Added |
| 2 | Invesco Qqq Tr | 114.6K | $66.14M | 8.2% | +43.3K | Added |
| 3 | Spdr Series Trust | 646.5K | $38.28M | 4.7% | +5.2K | Added |
| 4 | Spdr Index Shs Fds | 785.8K | $36.86M | 4.6% | +294.3K | Added |
| 5 | Vanguard Index Fds | 163.0K | $31.98M | 3.9% | +31.4K | Added |
| 6 | Vanguard Index Fds | 70.2K | $30.66M | 3.8% | +27.8K | Added |
| 7 | Spdr Series Trust | 999.0K | $29.15M | 3.6% | +65.9K | Added |
| 8 | Spdr Series Trust | 868.6K | $24.89M | 3.1% | +54.2K | Added |
| 9 | Spdr Series Trust | 503.7K | $24.34M | 3.0% | +198.0K | Added |
| 10 | Spdr Gold Tr | 53.9K | $23.17M | 2.9% | +15.2K | Added |
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