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
KRE
KRE

SPDR SERIES TRUST

BLOOMBERG 1-3 MO
$97.52 M
15 %

1,062,922

VGK
VGK

VANGUARD INTL EQUITY INDEX F

FTSE EUROPE ETF
$59.58 M
9 %

746,587

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$40.52 M
6 %

67,493

SPMD
SPMD

SPDR SERIES TRUST

PORTFOLIO S&P400
$33.05 M
5 %

577,911

VTV
VTV

VANGUARD INDEX FDS

VALUE ETF
$27.11 M
4 %

145,365

---

SSGA ACTIVE TR

SPDR SSGA IG PUB
$22.81 M
3 %

893,997

SPEM
SPEM

SPDR INDEX SHS FDS

PORTFOLIO EMG MK
$21.35 M
3 %

456,104

VUG
VUG

VANGUARD INDEX FDS

GROWTH ETF
$18.82 M
3 %

39,248

GQ9
GQ9

SPDR GOLD TR

GOLD SHS
$18.76 M
3 %

52,788

KRE
KRE

SPDR SERIES TRUST

PORTFOLIO SH TSR
$13.64 M
2 %

465,094

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