Imprint Wealth LLC - Portfolio overview

Imprint Wealth LLC has 389 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

  1. SPYM - STATE STREET SPDR PORTFOLIO S&P 500 ETF, 12.95%
  2. DYNF - ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF, 7.29%
  3. SPLG - SPDR PORTFOLIO S&P 500 ETF, 6.24%

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

Explore securities or join Upside Invest to compare portfolios.