TraderTrends
Manager Profile

Impact Partnership Wealth, LLC

Diversified · Technology 7%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

MARIETTA, GA

Portfolio Value

$1B

Latest reported 13F value

Holdings

456

Distinct positions in last filing

Top Position

SPDR SERIES TRUST

Latest disclosed holding

Top 4

78468R663 46090E103 922042874 78464A847 78470P580

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Technology
7.2%
Financial Services
4.9%
Healthcare
2.3%
Consumer Cyclical
2.2%
Energy
1.6%
Communication Services
1.3%
Industrials
1.2%
Consumer Defensive
1.2%
Basic Materials
0.3%
Utilities
0.3%
Real Estate
0.3%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
SPDR SERIES TRUST

Shares: 1.7M

154.7M

Position Value
2
INVESCO QQQ TR

Shares: 75.7K

55.8M

Position Value
3
VANGUARD INTL EQUITY INDEX F

Shares: 588.2K

52.1M

Position Value
4
SPDR SERIES TRUST

Shares: 687.9K

46.5M

Position Value
5
SSGA ACTIVE TR

Shares: 1.5M

37.3M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID