Impact Partnership Wealth, LLC Top Holdings and 13F Report (2025) About Impact Partnership Wealth, LLCInvestment ActivityImpact Partnership Wealth, LLC has $542.26 million in total holdings as of June 30, 2025.Impact Partnership Wealth, LLC owns shares of 289 different stocks, but just 49 companies or ETFs make up 80% of its holdings.Approximately 21.37% of the portfolio was purchased this quarter.About 12.44% of the portfolio was sold this quarter.This quarter, Impact Partnership Wealth, LLC has purchased 258 new stocks and bought additional shares in 102 stocks.Impact Partnership Wealth, LLC sold shares of 83 stocks and completely divested from 66 stocks this quarter.Largest Holdings Invesco QQQ $48,337,800Vanguard FTSE Europe ETF $40,512,040SPDR Bloomberg 1-3 Month T-Bill ETF $38,842,360SPDR Portfolio Emerging Markets ETF $26,941,547SPDR Portfolio S&P 400 Mid Cap ETF $26,670,548 Largest New Holdings this Quarter 78470P622 - SSGA ACTIVE TR $7,488,177 Holding46625H100 - JPMorgan Chase & Co. $1,633,953 Holding747525103 - QUALCOMM $1,005,212 HoldingL8681T102 - Spotify Technology $1,000,611 Holding88579Y101 - 3M $849,891 Holding Largest Purchases this Quarter Vanguard FTSE Europe ETF 137,393 shares (about $10.65M)SPDR Portfolio Intermediate Term Treasury ETF 283,159 shares (about $8.15M)SSGA ACTIVE TR 297,223 shares (about $7.49M)Vanguard Growth ETF 17,037 shares (about $7.47M)SPDR Portfolio Emerging Markets ETF 148,528 shares (about $6.35M) Largest Sales this Quarter SPDR Bloomberg 1-3 Month T-Bill ETF 222,755 shares (about $20.43M)SPDR Portfolio Short Term Treasury ETF 224,269 shares (about $6.57M)Coinbase Global 3,236 shares (about $1.13M)iShares 0-3 Month Treasury Bond ETF 10,427 shares (about $1.05M)Cisco Systems 12,736 shares (about $883.72K) Sector Allocation Over TimeMap of 500 Largest Holdings ofImpact Partnership Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQQQInvesco QQQ$48,337,800$758,502 ▲1.6%87,6268.9%FinanceVGKVanguard FTSE Europe ETF$40,512,040$10,647,958 ▲35.7%522,7367.5%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$38,842,360$20,433,329 ▼-34.5%423,4427.2%ETFSPEMSPDR Portfolio Emerging Markets ETF$26,941,547$6,348,088 ▲30.8%630,3595.0%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$26,670,548$2,187,489 ▲8.9%490,4484.9%ETFVUGVanguard Growth ETF$23,008,738$7,469,083 ▲48.1%52,4834.2%ETFVTVVanguard Value ETF$22,360,947$2,299,032 ▲11.5%126,5194.1%ETFSGOViShares 0-3 Month Treasury Bond ETF$20,839,483$1,049,893 ▼-4.8%206,9673.8%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$17,639,207$8,146,486 ▲85.8%613,1113.3%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$16,401,536$1,462,414 ▲9.8%385,0133.0%ETFGLDSPDR Gold Shares$13,761,944$3,460,757 ▲33.6%45,1462.5%FinanceSPTSSPDR Portfolio Short Term Treasury ETF$12,482,485$6,568,836 ▼-34.5%426,1692.3%ETFSPYSPDR S&P 500 ETF Trust$10,885,521$2,797,069 ▲34.6%17,6182.0%FinanceSPSBSPDR Portfolio Short Term Corporate Bond ETF$10,178,957$675,139 ▲7.1%337,1631.9%ETFAAPLApple$9,691,679$394,955 ▲4.2%47,2371.8%Computer and TechnologyFLJPFranklin FTSE Japan ETF$8,427,797$292,565 ▲3.6%262,1401.6%ETFMBBiShares MBS ETF$7,648,821$446,446 ▼-5.5%81,4661.4%ETFSSGA ACTIVE TR$7,488,177$7,488,177 ▲New Holding297,2231.4%SPDR SSGA IG PUBSPHYSPDR Portfolio High Yield Bond ETF$5,419,190$352,430 ▲7.0%227,6971.0%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$5,345,975$390,133 ▲7.9%159,2011.0%ETFSPTLSPDR Portfolio Long Term Treasury ETF$4,952,009$369,010 ▼-6.9%186,3060.9%ETFPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$4,707,941$240,953 ▲5.4%361,0380.9%ManufacturingNVDANVIDIA$4,606,592$1,003,885 ▲27.9%29,1570.8%Computer and TechnologyEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$4,408,028$367,143 ▲9.1%47,5930.8%ETFTIPiShares TIPS Bond ETF$3,776,644$387,117 ▲11.4%34,3210.7%ETFMSFTMicrosoft$3,026,680$564,052 ▲22.9%6,0850.6%Computer and TechnologySHViShares Short Treasury Bond ETF$2,980,153$482,982 ▲19.3%26,9890.5%ETFVNQVanguard Real Estate ETF$2,878,884$1,257,536 ▲77.6%32,3250.5%ETFAMZNAmazon.com$2,333,361$710,802 ▲43.8%10,6360.4%Retail/WholesaleFALNiShares Fallen Angels USD Bond ETF$1,857,093$753,465 ▼-28.9%68,4260.3%ManufacturingTSLATesla$1,736,339$83,227 ▲5.0%5,4660.3%Auto/Tires/TrucksAVGOBroadcom$1,724,991$216,382 ▼-11.1%6,2580.3%Computer and TechnologyJPMJPMorgan Chase & Co.$1,633,953$1,633,953 ▲New Holding5,6360.3%FinanceIVViShares Core S&P 500 ETF$1,578,734$60,219 ▲4.0%2,5430.3%ETFGILDGilead Sciences$1,456,634$580,081 ▲66.2%13,1380.3%MedicalUMARInnovator U.S. Equity Ultra Buffer ETF - March$1,446,970$116,441 ▲8.8%38,4730.3%ETFUNHUnitedHealth Group$1,441,655$912,851 ▲172.6%4,6210.3%MedicalGOOGLAlphabet$1,418,623$184,685 ▲15.0%8,0500.3%Computer and TechnologyWMTWalmart$1,386,232$176,689 ▲14.6%14,1770.3%Retail/WholesaleMETAMeta Platforms$1,359,232$154,961 ▲12.9%1,8420.3%Computer and TechnologyCOPConocoPhillips$1,307,108$644,401 ▲97.2%14,5660.2%EnergyUSBU.S. Bancorp$1,290,394$523,769 ▲68.3%28,5170.2%FinanceEOGEOG Resources$1,269,449$2,871 ▲0.2%10,6130.2%EnergyBMYBristol Myers Squibb$1,254,282$597,932 ▲91.1%27,0960.2%MedicalISHARES BITCOIN TRUST ETF$1,223,282$24,912 ▲2.1%19,9850.2%SHS BEN INTACGLArch Capital Group$1,089,005$73,748 ▼-6.3%11,9610.2%FinanceXOMExxon Mobil$1,085,424$165,579 ▼-13.2%10,0690.2%EnergyHDHome Depot$1,023,951$733 ▼-0.1%2,7930.2%Retail/WholesaleFPXFirst Trust US Equity Opportunities ETF$1,018,659$596,850 ▼-36.9%7,0300.2%ETFQCOMQUALCOMM$1,005,212$1,005,212 ▲New Holding6,3120.2%Computer and TechnologySPOTSpotify Technology$1,000,611$1,000,611 ▲New Holding1,3040.2%Computer and TechnologyRPRXRoyalty Pharma$954,019$444,222 ▲87.1%26,4780.2%MedicalISHARES ETHEREUM TR$940,456$58,106 ▲6.6%49,3160.2%SHSCTRACoterra Energy$938,581$444,329 ▲89.9%36,9810.2%EnergyCVXChevron$867,918$617,753 ▲246.9%6,0610.2%EnergyFIRST TR EXCHANGE-TRADED FD$860,027$129,856 ▲17.8%40,8370.2%CORE INVESTMENTMMM3M$849,891$849,891 ▲New Holding5,5830.2%Multi-Sector ConglomeratesFIRST TR EXCHANGE-TRADED FD$845,872$12,735 ▲1.5%40,3180.2%INTERMEDIATE DURJNJJohnson & Johnson$835,118$85,085 ▼-9.2%5,4670.2%MedicalACNAccenture$832,676$235,218 ▲39.4%2,7860.2%Computer and TechnologyUCONFirst Trust TCW Unconstrained Plus Bond ETF$825,950$118,352 ▲16.7%33,1840.2%ETFMCKMcKesson$808,261$808,261 ▲New Holding1,1030.1%MedicalSHYiShares 1-3 Year Treasury Bond ETF$791,507$46,072 ▼-5.5%9,5520.1%ManufacturingPALANTIR TECHNOLOGIES INC$788,748$273 ▲0.0%5,7860.1%CL AVSTVistra$785,884$125,586 ▼-13.8%4,0550.1%UtilitiesBBYBest Buy$782,953$380,366 ▲94.5%11,6630.1%Retail/WholesaleCORCencora$776,930$776,930 ▲New Holding2,5910.1%MedicalTRVTravelers Companies$773,496$39,330 ▲5.4%2,8910.1%FinanceNUNU$773,424$773,424 ▲New Holding56,3720.1%FinanceBKLNInvesco Senior Loan ETF$766,575$766,575 ▲New Holding36,6430.1%ETFAREAlexandria Real Estate Equities$764,640$764,640 ▲New Holding10,5280.1%FinanceLAMRLamar Advertising$759,075$348,167 ▲84.7%6,2550.1%FinancePGRProgressive$756,748$40,826 ▼-5.1%2,8360.1%FinancePSAPublic Storage$748,287$90,088 ▼-10.7%2,5500.1%FinanceDTEDTE Energy$747,638$504,033 ▼-40.3%5,6440.1%UtilitiesJAAAJanus Henderson AAA CLO ETF$743,951$743,951 ▲New Holding14,6590.1%ETFSRLNSPDR Blackstone Senior Loan ETF$742,667$742,667 ▲New Holding17,8570.1%ETFVZVerizon Communications$740,894$328,195 ▼-30.7%17,1230.1%Computer and TechnologyCLOZEldridge BBB-B CLO ETF$737,554$737,554 ▲New Holding27,5820.1%ETFJBLJabil$733,780$56,495 ▲8.3%3,3640.1%Computer and TechnologyALLAllstate$723,023$11,675 ▼-1.6%3,5920.1%FinanceLMTLockheed Martin$722,880$809,014 ▼-52.8%1,5610.1%AerospaceTAT&T$720,094$210,281 ▼-22.6%24,8820.1%Computer and TechnologyNEMNewmont$713,568$713,568 ▲New Holding12,2480.1%Basic MaterialsAFGAmerican Financial Group$711,055$129,615 ▲22.3%5,6340.1%FinanceCBChubb$706,351$706,351 ▲New Holding2,4380.1%FinanceCMCSAComcast$702,313$98,362 ▼-12.3%19,6780.1%Consumer DiscretionaryCHENIERE ENERGY INC$692,228$46,506 ▼-6.3%2,8430.1%COM NEWFTSLFirst Trust Senior Loan ETF$685,631$685,631 ▲New Holding14,9410.1%ManufacturingJBBBJanus Henderson B-BBB CLO ETF$684,492$684,492 ▲New Holding14,1980.1%ETFHIGThe Hartford Insurance Group$682,213$682,213 ▲New Holding5,3770.1%FinanceORCLOracle$681,604$52,742 ▲8.4%3,2050.1%Computer and TechnologyNRGNRG Energy$679,030$131,663 ▼-16.2%4,2290.1%UtilitiesHYGVFlexShares High Yield Value-Scored Bond Index Fund$672,927$672,927 ▲New Holding16,4010.1%ETFBUCKSimplify Treasury Option Income ETF$670,720$670,720 ▲New Holding28,3720.1%ETFABBVAbbVie$669,914$669,914 ▲New Holding3,6090.1%MedicalCLOIVanEck CLO ETF$666,754$666,754 ▲New Holding12,5920.1%ETFMRKMerck & Co., Inc.$660,379$57,472 ▼-8.0%8,3420.1%MedicalCAHCardinal Health$655,925$655,925 ▲New Holding3,9040.1%MedicalCLOAiShares AAA CLO Active ETF$647,856$647,856 ▲New Holding12,4780.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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