Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Impact Partnership Wealth, LLC (CIK 1984555) reported $809.7M across 362 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VGK ($68.0M, 8.40%), QQQ ($66.1M, 8.17%), SPMD ($38.3M, 4.73%), SPEM ($36.9M, 4.55%), VTV ($32.0M, 3.95%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VGK | VANGUARD INTL EQUITY INDEX F | $68.0M | 8.40% | 825,448 | Added |
| 2 | QQQ | INVESCO QQQ TR | $66.1M | 8.17% | 114,592 | Added |
| 3 | SPMD | SPDR SERIES TRUST | $38.3M | 4.73% | 646,479 | Added |
| 4 | SPEM | SPDR INDEX SHS FDS | $36.9M | 4.55% | 785,788 | Added |
| 5 | VTV | VANGUARD INDEX FDS | $32.0M | 3.95% | 162,991 | Added |
| 6 | VUG | VANGUARD INDEX FDS | $30.7M | 3.79% | 70,194 | Added |
| 7 | SPTS | SPDR SERIES TRUST | $29.2M | 3.60% | 999,047 | Added |
| 8 | SPTI | SPDR SERIES TRUST | $24.9M | 3.07% | 868,583 | Added |
| 9 | SPSM | SPDR SERIES TRUST | $24.3M | 3.01% | 503,692 | Added |
| 10 | GLD | SPDR GOLD TR | $23.2M | 2.86% | 53,850 | Added |
| 11 | BIL | SPDR SERIES TRUST | $17.1M | 2.12% | 186,884 | Trimmed |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $16.1M | 1.99% | 24,714 | Trimmed |
| 13 | SPSB | SPDR SERIES TRUST | $14.8M | 1.82% | 491,406 | Added |
| 14 | MBB | ISHARES TR | $13.6M | 1.68% | 143,460 | Added |
| 15 | SGOV | ISHARES TR | $12.8M | 1.58% | 126,951 | Trimmed |
| 16 | AAPL | APPLE INC | $12.4M | 1.53% | 48,929 | Trimmed |
| 17 | FLJP | FRANKLIN TEMPLETON ETF TR | $11.9M | 1.47% | 328,334 | Added |
| 18 | SPTL | SPDR SERIES TRUST | $8.8M | 1.09% | 334,602 | Added |
| 19 | TIP | ISHARES TR | $8.6M | 1.06% | 77,533 | Added |
| 20 | SPIB | SPDR SERIES TRUST | $8.1M | 1.00% | 240,422 | Added |
| 21 | PDBC | INVESCO ACTVELY MNGD ETC FD | $8.0M | 0.99% | 464,202 | Trimmed |
| 22 | SPHY | SPDR SERIES TRUST | $7.7M | 0.95% | 330,375 | Added |
| 23 | XLF | SELECT SECTOR SPDR TR | $7.3M | 0.91% | 148,483 | Added |
| 24 | NVDA | NVIDIA CORPORATION | $6.6M | 0.81% | 37,634 | Trimmed |
| 25 | EMB | ISHARES TR | $6.1M | 0.75% | 64,684 | Added |
Source: SEC Form 13F filings · as of 2026-03-31