Impact Partnership Wealth, LLC

13F filer · CIK 0001984555

Reported Jul 29, 2026

13F portfolio value$1.03BU.S. long equity reported on 13F

Positions317Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight18.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 29, 2026317 positions
QQQInvesco QQQ Trust, Series 1	$55.8M	5.42%	Not reported	-33.9%	Q2 2023
SPMDSupermedia Inc.	$46.5M	4.52%	Not reported	+6.4%	Q2 2023
GLDSPDR Gold Trust	$20.8M	2.02%	0.02%	+4.7%	Q2 2023
SPTSSports Media Inc	$19.2M	1.87%	Not reported	-33.6%	Q2 2023
AAPLApple Inc.	$14M	1.36%	0.00%	-1.1%	Q2 2023
SPYSPDR S&P 500 ETF Trust	$11.1M	1.08%	Not reported	-39.6%	Q2 2023
NVDANvidia Corp	$7.01M	0.68%	0.00%	-6.9%	Q2 2023
GOOGLAlphabet Inc.	$4.51M	0.44%	0.00%	+14.6%	Q2 2023
MSFTMicrosoft Corp	$4.38M	0.43%	0.00%	+9.7%	Q2 2023
TSLATesla, Inc.	$4.12M	0.40%	0.00%	+11.7%	Q2 2023
AMZNAmazon Com Inc	$3.94M	0.38%	0.00%	+5.1%	Q2 2023
AVGOBroadcom Inc.	$3.63M	0.35%	0.00%	+2.7%	Q2 2023
LLYELI LILLY & Co	$2.93M	0.29%	0.00%	+5.2%	Q2 2023
MUMicron Technology Inc	$2.86M	0.28%	0.00%	+80.9%	Q3 2025
PGRProgressive Corp	$2.83M	0.28%	0.00%	+37.2%	Q2 2023
COPConocophillips	$2.71M	0.26%	0.00%	+22.6%	Q2 2023
METAMeta Platforms, Inc.	$2.63M	0.26%	Not reported	+20.1%	Q2 2023
TGTTarget Corp	$2.4M	0.23%	0.00%	+375.6%	Q2 2023
MCKMckesson Corp	$2.31M	0.22%	0.00%	+173.7%	Q2 2023
EOGEog Resources Inc	$2.28M	0.22%	0.00%	+451.7%	Q2 2023
CBChubb Ltd	$2.2M	0.21%	0.00%	+27.5%	Q2 2023
TRVTravelers Companies, Inc.	$2.18M	0.21%	0.00%	Not reported	Q4 2024
IQVIqvia Holdings Inc.	$2.13M	0.21%	0.01%	+751.0%	Q4 2025
PULSPulse Electronics Corp	$2.12M	0.21%	0.24%	+28.7%	Q2 2023
JBLJabil Inc	$2.1M	0.20%	0.01%	+1.8%	Q3 2023
VLOValero Energy Corp	$2.09M	0.20%	0.00%	+17.1%	Q2 2023
ACNAccenture plc	$2.08M	0.20%	0.00%	+58.4%	Q2 2023
BMYBristol Myers Squibb Co	$2.07M	0.20%	0.00%	+303.1%	Q2 2023
ALLAllstate Corp	$2.05M	0.20%	0.00%	+13.0%	Q2 2023
TROWPrice T Rowe Group Inc	$2.05M	0.20%	0.01%	+43.6%	Q2 2023
HDHome Depot, Inc.	$2.03M	0.20%	0.00%	+35.5%	Q2 2023
PYPLPayPal Holdings, Inc.	$2.02M	0.20%	0.01%	+475.4%	Q2 2023
LNGCheniere Energy, Inc.	$2.01M	0.20%	0.00%	Not reported	Q4 2023
AUAngloGold Ashanti PLC	$1.96M	0.19%	0.00%	+89.7%	Q3 2025
WMTWalmart Inc.	$1.93M	0.19%	0.00%	-46.3%	Q2 2023
EXEEXPAND ENERGY Corp	$1.79M	0.17%	0.01%	Not reported	Q3 2023
AMGNAmgen Inc	$1.79M	0.17%	0.00%	+88.7%	Q2 2023
IBMInternational Business Machines Corp	$1.77M	0.17%	0.00%	+38.7%	Q2 2023
AMDAdvanced Micro Devices Inc	$1.77M	0.17%	0.00%	+6.0%	Q2 2023
INCYIncyte Corp	$1.69M	0.16%	0.01%	+14.7%	Q3 2025
UIUbiquiti Inc.	$1.66M	0.16%	0.01%	Not reported	Q4 2024
EXPEExpedia Group, Inc.	$1.65M	0.16%	0.01%	+16.1%	Q4 2023
ACGLArch Capital Group Ltd.	$1.64M	0.16%	0.00%	+10.6%	Q2 2023
INTUIntuit Inc.	$1.62M	0.16%	0.00%	Not reported	Q2 2023
NEMNEWMONT Corp	$1.62M	0.16%	0.00%	+21.6%	Q2 2025
TPRTapestry, Inc.	$1.61M	0.16%	0.01%	Not reported	Q3 2023
HIGHartford Insurance Group, Inc.	$1.61M	0.16%	0.00%	+11.2%	Q2 2023
CINFCincinnati Financial Corp	$1.6M	0.16%	0.01%	+10.8%	Q4 2023
IBITiShares Bitcoin Trust ETF	$1.6M	0.16%	0.00%	+13.0%	Q1 2024
ADBEAdobe Inc.	$1.58M	0.15%	0.00%	+26.6%	Q2 2023

Q1 2026Reported Apr 23, 2026260 positions
QQQInvesco QQQ Trust, Series 1	$66.1M	8.17%	Not reported	+60.8%	Q2 2023
SPMDSupermedia Inc.	$38.3M	4.73%	Not reported	+0.8%	Q2 2023
SPTSSports Media Inc	$29.2M	3.60%	Not reported	+7.1%	Q2 2023
GLDSPDR Gold Trust	$23.2M	2.86%	0.01%	+39.4%	Q2 2023
SPYSPDR S&P 500 ETF Trust	$16.1M	1.99%	Not reported	-24.8%	Q2 2023
AAPLApple Inc.	$12.4M	1.53%	0.00%	-3.5%	Q2 2023
NVDANvidia Corp	$6.56M	0.81%	0.00%	-3.1%	Q2 2023
MSFTMicrosoft Corp	$3.96M	0.49%	0.00%	+19.8%	Q2 2023
WMTWalmart Inc.	$3.94M	0.49%	0.00%	+1.9%	Q2 2023
AMZNAmazon Com Inc	$3.28M	0.40%	0.00%	+27.6%	Q2 2023
TSLATesla, Inc.	$3.26M	0.40%	0.00%	+15.7%	Q2 2023
GOOGLAlphabet Inc.	$3.16M	0.39%	0.00%	+24.4%	Q2 2023
AVGOBroadcom Inc.	$2.9M	0.36%	0.00%	+15.7%	Q2 2023
COPConocophillips	$2.81M	0.35%	0.00%	-4.8%	Q2 2023
METAMeta Platforms, Inc.	$2.22M	0.27%	Not reported	+25.2%	Q2 2023
LLYELI LILLY & Co	$2.14M	0.26%	0.00%	+26.2%	Q2 2023
ACNAccenture plc	$2.09M	0.26%	0.00%	+891.5%	Q2 2023
XOMExxonMobil Holdings Corp	$2.04M	0.25%	0.00%	+0.6%	Q2 2023
GILDGilead Sciences, Inc.	$1.91M	0.24%	0.00%	-10.2%	Q2 2023
QCOMQualcomm Inc	$1.89M	0.23%	0.00%	+25.6%	Q2 2023
PGRProgressive Corp	$1.88M	0.23%	0.00%	+48.1%	Q2 2023
VLOValero Energy Corp	$1.69M	0.21%	0.00%	+119.2%	Q2 2023
CBChubb Ltd	$1.65M	0.20%	0.00%	Not reported	Q2 2023
PULSPulse Electronics Corp	$1.65M	0.20%	0.19%	+18.5%	Q2 2023
IBITiShares Bitcoin Trust ETF	$1.64M	0.20%	0.00%	+10.1%	Q1 2024
COFCapital One Financial Corp	$1.61M	0.20%	0.00%	Not reported	Q2 2023
ALLAllstate Corp	$1.58M	0.20%	0.00%	+13.6%	Q2 2023
NEMNEWMONT Corp	$1.54M	0.19%	0.00%	-8.5%	Q2 2025
SLBSLB Limited	$1.5M	0.19%	0.00%	Not reported	Q2 2023
ADBEAdobe Inc.	$1.48M	0.18%	0.00%	+27.4%	Q2 2023
HIGHartford Insurance Group, Inc.	$1.47M	0.18%	0.00%	+8.0%	Q2 2023
ACGLArch Capital Group Ltd.	$1.46M	0.18%	0.00%	+9.9%	Q2 2023
PFGPrincipal Financial Group Inc	$1.45M	0.18%	0.01%	+264.3%	Q2 2023
FSLRFirst Solar, Inc.	$1.43M	0.18%	0.01%	+665.2%	Q2 2023
JBLJabil Inc	$1.43M	0.18%	0.01%	+9.1%	Q3 2023
SLViShares Silver Trust	$1.42M	0.18%	0.00%	-9.8%	Q2 2023
CAHCardinal Health Inc	$1.42M	0.17%	0.00%	Not reported	Q2 2023
JNJJohnson & Johnson	$1.41M	0.17%	0.00%	+28.6%	Q2 2023
HDHome Depot, Inc.	$1.39M	0.17%	0.00%	-25.4%	Q2 2023
EAElectronic Arts Inc.	$1.39M	0.17%	Not reported	+469.2%	Q1 2024
APPAppLovin Corp	$1.38M	0.17%	0.00%	+70.2%	Q3 2024
ILMNIllumina, Inc.	$1.37M	0.17%	0.01%	+235.8%	Q3 2023
ETHAiShares Ethereum Trust ETF	$1.36M	0.17%	0.02%	+25.9%	Q1 2025
FTITechnipFMC plc	$1.35M	0.17%	0.00%	-10.9%	Q3 2024
PLTRPalantir Technologies Inc.	$1.32M	0.16%	0.00%	+0.9%	Q3 2023
CTSHCognizant Technology Solutions Corp	$1.32M	0.16%	0.00%	Not reported	Q2 2023
FOXAFox Corp	$1.31M	0.16%	2243600.00%	Not reported	Q1 2024
CFCF Industries Holdings, Inc.	$1.31M	0.16%	0.01%	-25.4%	Q2 2023
EXPEExpedia Group, Inc.	$1.28M	0.16%	0.00%	+12.5%	Q4 2023
AUAngloGold Ashanti PLC	$1.25M	0.15%	0.00%	Not reported	Q3 2025

Q4 2025Reported Feb 10, 2026266 positions
QQQInvesco QQQ Trust, Series 1	$43.8M	5.62%	Not reported	+5.6%	Q2 2023
SPMDSupermedia Inc.	$37.1M	4.76%	Not reported	+11.0%	Q2 2023
SPTSSports Media Inc	$27.3M	3.50%	Not reported	+100.6%	Q2 2023
SPYSPDR S&P 500 ETF Trust	$22.4M	2.87%	Not reported	+73.0%	Q2 2023
GLDSPDR Gold Trust	$15.3M	1.96%	0.01%	-26.8%	Q2 2023
AAPLApple Inc.	$13.8M	1.77%	0.00%	+4.3%	Q2 2023
NVDANvidia Corp	$7.24M	0.93%	0.00%	+19.2%	Q2 2023
MSFTMicrosoft Corp	$4.32M	0.55%	0.00%	+24.6%	Q2 2023
WMTWalmart Inc.	$3.47M	0.44%	0.00%	+78.9%	Q2 2023
TSLATesla, Inc.	$3.41M	0.44%	0.00%	+12.9%	Q2 2023
AMZNAmazon Com Inc	$2.85M	0.37%	0.00%	-0.1%	Q2 2023
AVGOBroadcom Inc.	$2.8M	0.36%	0.00%	+10.0%	Q2 2023
GOOGLAlphabet Inc.	$2.77M	0.36%	0.00%	-2.7%	Q2 2023
COPConocophillips	$2.09M	0.27%	0.00%	+287.5%	Q2 2023
METAMeta Platforms, Inc.	$2.05M	0.26%	Not reported	+31.4%	Q2 2023
QCOMQualcomm Inc	$2M	0.26%	0.00%	+29.3%	Q2 2023
LLYELI LILLY & Co	$1.98M	0.25%	0.00%	+520.5%	Q2 2023
HDHome Depot, Inc.	$1.96M	0.25%	0.00%	+74.8%	Q2 2023
IBITiShares Bitcoin Trust ETF	$1.92M	0.25%	0.00%	+13.8%	Q1 2024
TGTTarget Corp	$1.89M	0.24%	0.00%	+266.1%	Q2 2023
GILDGilead Sciences, Inc.	$1.87M	0.24%	0.00%	-5.6%	Q2 2023
ADBEAdobe Inc.	$1.68M	0.21%	0.00%	+73.1%	Q2 2023
PLTRPalantir Technologies Inc.	$1.59M	0.20%	0.00%	+16.2%	Q3 2023
WBDWarner Bros. Discovery, Inc.	$1.59M	0.20%	0.00%	-14.3%	Q2 2023
NEMNEWMONT Corp	$1.56M	0.20%	0.00%	+20.2%	Q2 2025
TROWPrice T Rowe Group Inc	$1.55M	0.20%	0.01%	+255.3%	Q2 2023
ETHAiShares Ethereum Trust ETF	$1.53M	0.20%	0.01%	+3.5%	Q1 2025
SLViShares Silver Trust	$1.49M	0.19%	0.00%	+5.9%	Q2 2023
TRVTravelers Companies, Inc.	$1.47M	0.19%	0.00%	+31.5%	Q4 2024
SPOTSpotify Technology S.A.	$1.46M	0.19%	0.00%	+41.5%	Q3 2023
BRK.BBerkshire Hathaway Inc	$1.46M	0.19%	Not reported	+390.5%	Q2 2023
PGRProgressive Corp	$1.45M	0.19%	0.00%	+45.9%	Q2 2023
XOMExxonMobil Holdings Corp	$1.44M	0.18%	0.00%	+25.3%	Q2 2023
ALLAllstate Corp	$1.4M	0.18%	0.00%	+39.3%	Q2 2023
EXPEExpedia Group, Inc.	$1.39M	0.18%	0.00%	+24.5%	Q4 2023
PULSPulse Electronics Corp	$1.39M	0.18%	0.16%	-0.9%	Q2 2023
HIGHartford Insurance Group, Inc.	$1.39M	0.18%	0.00%	+44.0%	Q2 2023
APPAppLovin Corp	$1.37M	0.18%	0.00%	Not reported	Q3 2024
METMetlife Inc	$1.36M	0.17%	0.00%	-0.8%	Q2 2023
ACGLArch Capital Group Ltd.	$1.33M	0.17%	0.00%	-1.7%	Q2 2023
EMEEMCOR Group, Inc.	$1.33M	0.17%	0.00%	+92.5%	Q3 2023
VSTVistra Corp.	$1.26M	0.16%	0.00%	+59.6%	Q4 2023
HPQHP Inc	$1.26M	0.16%	0.01%	+264.8%	Q2 2023
INCYIncyte Corp	$1.25M	0.16%	0.01%	+44.2%	Q3 2025
NRGNRG Energy, Inc.	$1.23M	0.16%	0.00%	+38.6%	Q3 2024
RMDResmed Inc	$1.23M	0.16%	0.00%	+90.9%	Q4 2024
UIUbiquiti Inc.	$1.22M	0.16%	0.00%	Not reported	Q4 2024
PGPROCTER & GAMBLE Co	$1.21M	0.15%	0.00%	+109.5%	Q2 2023
SYFSynchrony Financial	$1.19M	0.15%	0.00%	+31.4%	Q2 2023
ORCLOracle Corp	$1.15M	0.15%	0.00%	+58.8%	Q2 2023

Q3 2025Reported Nov 3, 2025222 positions
QQQInvesco QQQ Trust, Series 1	$40.5M	6.03%	Not reported	-23.0%	Q2 2023
SPMDSupermedia Inc.	$33.1M	4.91%	Not reported	+17.8%	Q2 2023
GLDSPDR Gold Trust	$18.8M	2.79%	0.02%	+16.9%	Q2 2023
SPTSSports Media Inc	$13.6M	2.03%	Not reported	+9.1%	Q2 2023
SPYSPDR S&P 500 ETF Trust	$12.7M	1.88%	Not reported	+7.8%	Q2 2023
AAPLApple Inc.	$12.4M	1.84%	0.00%	+2.9%	Q2 2023
NVDANvidia Corp	$6.08M	0.90%	0.00%	+11.8%	Q2 2023
MSFTMicrosoft Corp	$3.71M	0.55%	0.00%	+17.9%	Q2 2023
TSLATesla, Inc.	$2.99M	0.44%	0.00%	+23.0%	Q2 2023
AMZNAmazon Com Inc	$2.71M	0.40%	0.00%	+16.0%	Q2 2023
AVGOBroadcom Inc.	$2.43M	0.36%	0.00%	+17.5%	Q2 2023
GOOGLAlphabet Inc.	$2.21M	0.33%	0.00%	+12.9%	Q2 2023
IBITiShares Bitcoin Trust ETF	$2.21M	0.33%	0.00%	+70.1%	Q1 2024
JPMJPMorgan Chase & Co	$2.1M	0.31%	0.00%	+18.0%	Q2 2023
ETHAiShares Ethereum Trust ETF	$2.08M	0.31%	0.02%	+33.9%	Q1 2025
WMTWalmart Inc.	$1.79M	0.27%	0.00%	+22.8%	Q2 2023
GILDGilead Sciences, Inc.	$1.79M	0.27%	0.00%	+22.9%	Q2 2023
MUMicron Technology Inc	$1.79M	0.27%	0.00%	New	Q3 2025
METAMeta Platforms, Inc.	$1.74M	0.26%	Not reported	+28.3%	Q2 2023
LRCXLam Research Corp	$1.55M	0.23%	0.00%	Not reported	Q2 2023
QCOMQualcomm Inc	$1.5M	0.22%	0.00%	+42.9%	Q2 2023
BMYBristol Myers Squibb Co	$1.47M	0.22%	0.00%	+20.1%	Q2 2023
METMetlife Inc	$1.43M	0.21%	0.00%	+160.4%	Q2 2023
PULSPulse Electronics Corp	$1.41M	0.21%	0.16%	+119.4%	Q2 2023
AUAngloGold Ashanti PLC	$1.41M	0.21%	0.00%	New	Q3 2025
PLTRPalantir Technologies Inc.	$1.41M	0.21%	0.00%	+33.2%	Q3 2023
EOGEog Resources Inc	$1.35M	0.20%	0.00%	+13.4%	Q2 2023
COINCoinbase Global, Inc.	$1.34M	0.20%	0.00%	+292.4%	Q2 2023
PYPLPayPal Holdings, Inc.	$1.33M	0.20%	0.00%	+410.7%	Q2 2023
AMATApplied Materials Inc	$1.33M	0.20%	0.00%	Not reported	Q2 2023
USBUS Bancorp \de\	$1.33M	0.20%	0.00%	-3.5%	Q3 2023
HDHome Depot, Inc.	$1.32M	0.20%	0.00%	+16.4%	Q2 2023
ACNAccenture plc	$1.29M	0.19%	0.00%	+87.4%	Q2 2023
ACGLArch Capital Group Ltd.	$1.28M	0.19%	0.00%	+18.0%	Q2 2023
MCKMckesson Corp	$1.25M	0.19%	0.00%	+47.2%	Q2 2023
WBDWarner Bros. Discovery, Inc.	$1.25M	0.19%	0.00%	Not reported	Q2 2023
SPOTSpotify Technology S.A.	$1.24M	0.18%	0.00%	+36.3%	Q3 2023
CEGConstellation Energy Corp	$1.2M	0.18%	0.00%	Not reported	Q2 2023
IBMInternational Business Machines Corp	$1.11M	0.16%	0.00%	+194.1%	Q2 2023
NEMNEWMONT Corp	$1.09M	0.16%	0.00%	+5.8%	Q2 2025
PGRProgressive Corp	$1.08M	0.16%	0.00%	+54.4%	Q2 2023
XOMExxonMobil Holdings Corp	$1.08M	0.16%	0.00%	-5.3%	Q2 2023
INTUIntuit Inc.	$1.07M	0.16%	0.00%	Not reported	Q2 2023
TRVTravelers Companies, Inc.	$1.07M	0.16%	0.00%	+33.0%	Q4 2024
ORCLOracle Corp	$1.05M	0.16%	0.00%	+20.1%	Q2 2023
ALLAllstate Corp	$1.03M	0.15%	0.00%	+34.0%	Q2 2023
CBChubb Ltd	$1.03M	0.15%	0.00%	+49.2%	Q2 2023
VRTVertiv Holdings Co	$1.02M	0.15%	0.00%	Not reported	Q3 2024
ADBEAdobe Inc.	$976K	0.15%	0.00%	Not reported	Q2 2023
FNFFidelity National Financial, Inc.	$960K	0.14%	0.01%	+127.3%	Q2 2023

Premium opens every quarter this fund has filed