Impact Partnership Wealth, LLC

Q3 2025 13F Holdings

  • Location
    marietta, GA
  • Num holdings

    309

  • Value ($000)

    $672,489

  • Date Filed
    11/03/2025
  • Form type
    13F-HR
  • CIK
    0001984555
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
K
KRE

SPDR SERIES TRUST

BLOOMBERG 1-3 MO
78468R663
$97.52M
15 %

1,062,922

V
VGK

VANGUARD INTL EQUITY INDEX F

FTSE EUROPE ETF
922042874
$59.58M
9 %

746,587

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$40.52M
6 %

67,493

S
SPMD

SPDR SERIES TRUST

PORTFOLIO S&P400
78464A847
$33.05M
5 %

577,911

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$27.11M
4 %

145,365

---

SSGA ACTIVE TR

SPDR SSGA IG PUB
78470P622
$22.81M
3 %

893,997

S
SPEM

SPDR INDEX SHS FDS

PORTFOLIO EMG MK
78463X509
$21.35M
3 %

456,104

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$18.82M
3 %

39,248

G
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$18.76M
3 %

52,788

K
KRE

SPDR SERIES TRUST

PORTFOLIO SH TSR
78468R101
$13.64M
2 %

465,094

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