Impact Partnership Wealth, LLC Top Holdings and 13F Report (2026) About Impact Partnership Wealth, LLCInvestment ActivityImpact Partnership Wealth, LLC has $1.14 billion in total holdings as of September 30, 2026.Impact Partnership Wealth, LLC owns shares of 469 different stocks, but just 95 companies or ETFs make up 80% of its holdings.Approximately 37.58% of the portfolio was purchased this quarter.About 13.79% of the portfolio was sold this quarter.This quarter, Impact Partnership Wealth, LLC has purchased 439 new stocks and bought additional shares in 266 stocks.Impact Partnership Wealth, LLC sold shares of 80 stocks and completely divested from 82 stocks this quarter.Largest Holdings SPDR Bloomberg 1-3 Month T-Bill ETF $133,634,719Vanguard FTSE Europe ETF $66,163,283Invesco QQQ $57,548,604Real Estate Select Sector SPDR Fund $39,905,577SPDR Portfolio Emerging Markets ETF $37,231,497 Largest New Holdings this Quarter 81369Y860 - Real Estate Select Sector SPDR Fund $39,905,577 Holding80004C200 - SANDISK CORP $2,515,881 Holding40434L105 - HP $2,295,235 Holding56585A102 - Marathon Petroleum $2,201,326 Holding03831W108 - APPLOVIN CORP $2,166,358 Holding Largest Purchases this Quarter Real Estate Select Sector SPDR Fund 975,448 shares (about $39.91M)SPDR Portfolio Emerging Markets ETF 719,212 shares (about $37.23M)SPDR Portfolio S&P 400 Mid Cap ETF 446,232 shares (about $28.13M)Industrial Select Sector SPDR Fund 158,048 shares (about $26.39M)SPDR Portfolio S&P 600 Small Cap ETF 445,938 shares (about $23.57M) Largest Sales this Quarter SPDR Bloomberg 1-3 Month T-Bill ETF 229,785 shares (about $21.06M)Technology Select Sector SPDR Fund 46,077 shares (about $9.02M)Vanguard Value ETF 33,755 shares (about $7.29M)SSGA ACTIVE TR 189,256 shares (about $4.67M)IQVIA 8,533 shares (about $2.29M) 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 PortfolioSectorBILSPDR Bloomberg 1-3 Month T-Bill ETF$133,634,719$21,057,490 ▼-13.6%1,458,25811.8%ETFVGKVanguard FTSE Europe ETF$66,163,283$15,106,842 ▲29.6%762,2505.8%ETFQQQInvesco QQQ$57,548,604$1,539,453 ▲2.7%77,7935.1%ETFXLREReal Estate Select Sector SPDR Fund$39,905,577$39,905,577 ▲New Holding975,4483.5%ETFSPEMSPDR Portfolio Emerging Markets ETF$37,231,497$37,226,425 ▲733,889.8%719,3103.3%ETFSSGA ACTIVE TR$32,110,072$4,667,374 ▼-12.7%1,302,0222.8%ST ST SH DU ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$28,134,916$28,130,440 ▲628,495.8%446,3032.5%ETFXLIIndustrial Select Sector SPDR Fund$26,612,591$26,390,842 ▲11,901.2%159,3762.3%ETFGLDSPDR Gold Shares$26,585,925$5,116,560 ▲23.8%69,8092.3%ETFVUGVanguard Growth ETF$25,871,347$59,022 ▼-0.2%287,1092.3%ETFVTVVanguard Value ETF$24,874,469$7,293,777 ▼-22.7%115,1172.2%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$23,575,093$23,572,291 ▲841,392.5%445,9912.1%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$22,860,109$22,857,081 ▲754,837.8%837,9812.0%ETFSPTSSPDR Portfolio Short Term Treasury ETF$20,534,186$20,523,836 ▲198,300.6%716,2261.8%ETFAAPLApple$17,064,280$941,781 ▲5.8%51,2411.5%TechnologyMBBiShares MBS ETF$15,413,171$827,549 ▲5.7%171,9841.4%ETFFLJPFranklin FTSE Japan ETF$14,856,733$53,530 ▲0.4%358,8581.3%ETFXLUUtilities Select Sector SPDR Fund$13,754,946$13,452,875 ▲4,453.5%348,7561.2%ETFSPYSPDR S&P 500 ETF Trust$10,289,210$1,091,303 ▼-9.6%13,4920.9%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$9,700,669$9,698,479 ▲442,921.6%327,8360.9%ETFSPTLSPDR Portfolio Long Term Treasury ETF$9,470,933$9,461,536 ▲100,687.8%397,1040.8%ETFNVDANVIDIA$9,431,400$1,427,830 ▲17.8%41,2970.8%TechnologyPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$9,235,722$385,633 ▼-4.0%478,5350.8%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$9,208,288$9,189,114 ▲47,924.1%285,2630.8%ETFISHARES TR$9,053,240$9,052,133 ▲817,363.6%89,9210.8%0-3 MTH TREASURYMSFTMicrosoft$7,148,109$1,123,223 ▲18.6%13,9370.6%TechnologyBONDBLOXX ETF TRUST$7,077,489$3,097,505 ▲77.8%141,4650.6%PRIVA CR CLO ETFSPHYSPDR Portfolio High Yield Bond ETF$7,064,284$7,054,141 ▲69,547.4%312,7170.6%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$5,685,110$1,889,102 ▲49.8%62,5840.5%ETFTIPiShares TIPS Bond ETF$5,518,028$127,448 ▲2.4%53,0380.5%ETFGOOGLAlphabet$5,293,508$954,793 ▲22.0%15,3850.5%Communication ServicesAMZNAmazon.com$4,982,306$862,567 ▲20.9%19,9970.4%Consumer DiscretionaryFALNiShares Fallen Angels USD Bond ETF$4,791,954$1,048,923 ▲28.0%184,8030.4%ETFTSLATesla$4,753,197$1,275,231 ▲36.7%13,3960.4%Consumer DiscretionaryVNQVanguard Real Estate ETF$4,574,366$1,768,404 ▲63.0%51,0360.4%ETFAVGOBroadcom$4,501,123$1,126,598 ▲33.4%12,8170.4%TechnologyMETAMeta Platforms$4,017,652$631,656 ▲18.7%5,5400.4%Communication ServicesIVViShares Core S&P 500 ETF$3,733,759$41,359 ▲1.1%4,8750.3%ETFFIXComfort Systems USA$3,652,231$2,459,632 ▲206.2%2,2080.3%IndustrialsQCOMQualcomm$3,645,556$2,680,610 ▲277.8%19,8080.3%TechnologyFTNTFortinet$3,565,731$2,491,918 ▲232.1%19,9470.3%TechnologyCOPConocoPhillips$3,509,577$244,167 ▲7.5%28,0430.3%EnergyLLYEli Lilly and Company$3,476,281$645,727 ▲22.8%3,0040.3%HealthcareACNAccenture$3,449,312$388,187 ▲12.7%18,8110.3%TechnologySPACE EXPLORATION TECHN CORP$3,353,467$2,831,341 ▲542.3%22,2290.3%CLASS A COM STKMORGAN STANLEY ETF TRUST$3,328,000$283,550 ▲9.3%68,6960.3%EATON VANCE FLTGJBBBJanus Henderson B-BBB CLO ETF$3,319,878$289,447 ▲9.6%70,3210.3%ETFBUCKSimplify Treasury Option Income ETF$3,300,136$289,307 ▲9.6%142,9870.3%ETFCLOZEldridge BBB-B CLO ETF$3,186,517$275,651 ▲9.5%121,1600.3%ETFBKLNInvesco Senior Loan ETF$3,185,330$278,318 ▲9.6%155,9140.3%ETFFTSLFirst Trust Senior Loan ETF$3,157,601$295,721 ▲10.3%70,8460.3%ETFHYGVFlexShares High Yield Value-Scored Bond Index Fund$3,125,452$266,317 ▲9.3%80,4490.3%ETFISHARES TR$3,030,770$247,664 ▲8.9%27,4730.3%TRUST ISHARE 0-1SHYGiShares 0-5 Year High Yield Corporate Bond ETF$2,850,204$216,975 ▲8.2%69,0960.3%ETFEOGEOG Resources$2,789,004$363,831 ▲15.0%20,2450.2%EnergyCLOIVanEck CLO ETF$2,739,291$222,686 ▲8.8%51,7140.2%ETFJAAAJanus Henderson AAA CLO ETF$2,702,856$243,920 ▲9.9%53,5540.2%ETFLMTLockheed Martin$2,692,753$1,432,944 ▲113.7%5,2880.2%IndustrialsUNHUnitedHealth Group$2,563,226$2,194,324 ▲594.8%6,9830.2%HealthcareVLOValero Energy$2,535,059$570,194 ▼-18.4%6,5400.2%EnergySANDISK CORP$2,515,881$2,515,881 ▲New Holding1,4460.2%COMBINCiShares Flexible Income Active ETF$2,514,872$2,507,304 ▲33,131.5%49,5150.2%ETFCLOAiShares AAA CLO Active ETF$2,512,943$192,377 ▲8.3%48,4360.2%ETFSRLNSPDR Blackstone Senior Loan ETF$2,461,570$139,386 ▲6.0%60,9450.2%ETFISHARES BITCOIN TRUST ETF$2,436,952$158,825 ▲7.0%51,4780.2%SHS BEN INTPYPLPayPal$2,427,297$24,846 ▼-1.0%46,3070.2%FinanceCSHINEOS Enhanced Income 1-3 Month T-Bill ETF$2,352,842$177,764 ▲8.2%47,3310.2%ETFPALANTIR TECHNOLOGIES INC$2,345,186$368,855 ▲18.7%12,5380.2%CL APYLDPIMCO Multi Sector Bond Active ETF$2,326,313$203,882 ▲9.6%91,6230.2%ETFFLOTiShares Floating Rate Bond ETF$2,324,150$176,786 ▲8.2%45,5270.2%ETFFPXFirst Trust US Equity Opportunities ETF$2,314,161$599,031 ▲34.9%12,9880.2%ETFTRVTravelers Companies$2,313,268$43,492 ▼-1.8%6,4890.2%FinanceHPQHP$2,295,235$2,295,235 ▲New Holding73,3770.2%TechnologyPULSPGIM Ultra Short Bond ETF$2,290,149$173,011 ▲8.2%46,3030.2%ETFPGRProgressive$2,278,106$411,713 ▼-15.3%10,9890.2%FinanceNEMNewmont$2,256,912$257,445 ▲12.9%19,5670.2%MaterialsCVXChevron$2,231,336$481,309 ▲27.5%10,9270.2%EnergyEMHYiShares J.P. Morgan EM High Yield Bond ETF$2,229,320$192,963 ▲9.5%57,5460.2%ETFMPCMarathon Petroleum$2,201,326$2,201,326 ▲New Holding5,5670.2%EnergyWRBW.R. Berkley$2,184,518$739,902 ▲51.2%32,3440.2%FinanceCBChubb$2,170,750$2,170,099 ▲333,600.0%6,6740.2%FinanceAPPLOVIN CORP$2,166,358$2,166,358 ▲New Holding7,4590.2%COM CL AICSHiShares Ultra Short-Term Bond Active ETF$2,163,385$198,174 ▲10.1%42,9240.2%ETFNTAPNetApp$2,160,858$2,160,858 ▲New Holding10,2860.2%TechnologyEXXONMOBIL HOLDINGS CORP$2,128,236$2,128,236 ▲New Holding13,0770.2%COM SHSDALDelta Air Lines$2,125,507$2,125,507 ▲New Holding25,4670.2%IndustrialsGSYInvesco Ultra Short Duration ETF$2,114,695$159,477 ▲8.2%42,3530.2%ETFALLAllstate$2,082,290$172,822 ▲9.1%9,3860.2%FinanceAMDAdvanced Micro Devices$2,077,623$217,796 ▲11.7%3,3960.2%TechnologyCGMSCapital Group U.S. Multi-Sector Income ETF$2,074,005$192,371 ▲10.2%79,0700.2%ETFADBEAdobe$2,029,514$175,885 ▲9.5%8,4580.2%TechnologyHDHome Depot$1,958,420$324,317 ▲19.8%6,8840.2%Consumer DiscretionaryMETMetLife$1,937,220$1,937,220 ▲New Holding20,5740.2%FinanceWALMART INC$1,928,216$158,996 ▲9.0%18,5550.2%COMPRINCIPAL FINANCIAL GROUP IN$1,909,168$1,909,168 ▲New Holding17,0520.2%COMTROWT. Rowe Price Group$1,905,031$32,567 ▲1.7%18,3090.2%FinanceJBLJabil$1,867,152$301,200 ▲19.2%6,5090.2%TechnologyINCYIncyte$1,861,560$55,580 ▲3.1%15,3400.2%HealthcareBBYBest Buy$1,827,365$1,827,365 ▲New Holding20,7090.2%Consumer DiscretionaryIBMInternational Business Machines$1,809,033$422,071 ▲30.4%8,2250.2%TechnologyShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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. 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