Impact Partnership Wealth, LLC
Q2 2025 13F Holdings
- Locationmarietta, GA
- Num holdings
292
- Value ($000)
$542,258
- Date Filed08/04/2025
- Form type13F-HR
- CIK0001984555
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $48.34M | 9 % | 87,626 | ||
VGK VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 | $40.51M | 8 % | 522,736 | ||
KRE SPDR SERIES TRUST | BLOOMBERG 1-3 MO | 78468R663 | $38.84M | 7 % | 423,442 | ||
SPEM SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | $26.94M | 5 % | 630,359 | ||
SPMD SPDR SERIES TRUST | PORTFOLIO S&P400 | 78464A847 | $26.67M | 5 % | 490,448 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $23.01M | 4 % | 52,483 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $22.36M | 4 % | 126,519 | ||
SGOV ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $20.84M | 4 % | 206,967 | ||
SPDR SERIES TRUST | PORTFLI INTRMDIT | 78464A672 | $17.64M | 3 % | 613,111 | ||
KRE SPDR SERIES TRUST | PORTFOLIO S&P600 | 78468R853 | $16.40M | 3 % | 385,013 |
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