Impact Partnership Wealth, LLC - Portfolio overview

Impact Partnership Wealth, LLC has 452 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VGK - VANGUARD INTL EQUITY INDEX F, 7.77%
2. QQQ - INVESCO QQQ TR, 7.55%
3. SPMD - SPDR SERIES TRUST, 4.37%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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