Impact Partnership Wealth, LLC Q2 2025 Filing

Filed August 4, 2025

Portfolio Value

$542.3B

Holdings

289

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (289 positions)

#StockSharesValue% PortfolioType
1
NDQINVESCO QQQ TR
87,626$48.3B8.91%
2
VGKVANGUARD INTL EQUITY INDEX F
522,736$40.5B7.47%
3
BILSPDR SERIES TRUST
423,442$38.8B7.16%
4
SPEMSPDR INDEX SHS FDS
630,359$26.9B4.97%
5
SPMDSPDR SERIES TRUST
490,448$26.7B4.92%
6
VUGVANGUARD INDEX FDS
52,483$23.0B4.24%
7
VTVVANGUARD INDEX FDS
126,519$22.4B4.12%
8
SGOVISHARES TR
206,967$20.8B3.84%
9
SPTISPDR SERIES TRUST
613,111$17.6B3.25%
10
SPSMSPDR SERIES TRUST
385,013$16.4B3.02%
11
GQ9SPDR GOLD TR
45,146$13.8B2.54%
12
SPTSSPDR SERIES TRUST
426,169$12.5B2.30%
13
SPYSPDR S&P 500 ETF TR
17,618$10.9B2.01%
14
SPSBSPDR SERIES TRUST
337,163$10.2B1.88%
15
AAPLAPPLE INC
47,237$9.7B1.79%
16
FLJPFRANKLIN TEMPLETON ETF TR
262,140$8.4B1.55%
17
MBBISHARES TR
81,466$7.6B1.41%
18
PRIVSSGA ACTIVE TR
297,223$7.5B1.38%
19
SPHYSPDR SERIES TRUST
227,697$5.4B1.00%
20
SPIBSPDR SERIES TRUST
159,201$5.3B0.99%
21
SPTLSPDR SERIES TRUST
186,306$5.0B0.91%
22
PDBCINVESCO ACTVELY MNGD ETC FD
361,038$4.7B0.87%
23
NVDANVIDIA CORPORATION
29,157$4.6B0.85%
24
EMBISHARES TR
47,593$4.4B0.81%
25
TIPISHARES TR
34,321$3.8B0.70%
26
MSFTMICROSOFT CORP
6,085$3.0B0.56%
27
SHVISHARES TR
26,989$3.0B0.55%
28
VNQVANGUARD INDEX FDS
32,325$2.9B0.53%
29
AMZNAMAZON COM INC
10,636$2.3B0.43%
30
FALNISHARES TR
68,426$1.9B0.34%
31
TSLATESLA INC
5,466$1.7B0.32%
32
AVGOBROADCOM INC
6,258$1.7B0.32%
33
JPMJPMORGAN CHASE & CO.
5,636$1.6B0.30%
34
IVVISHARES TR
2,543$1.6B0.29%
35
GILDGILEAD SCIENCES INC
13,138$1.5B0.27%
36
UMARINNOVATOR ETFS TRUST
38,473$1.4B0.27%
37
UNHUNITEDHEALTH GROUP INC
4,621$1.4B0.27%
38
GOOGLALPHABET INC
8,050$1.4B0.26%
39
WMTWALMART INC
14,177$1.4B0.26%
40
METAMETA PLATFORMS INC
1,842$1.4B0.25%
41
COPCONOCOPHILLIPS
14,566$1.3B0.24%
42
USBUS BANCORP DEL
28,517$1.3B0.24%
43
EOGEOG RES INC
10,613$1.3B0.23%
44
BMYBRISTOL-MYERS SQUIBB CO
27,096$1.3B0.23%
45
IBITISHARES BITCOIN TRUST ETF
19,985$1.2B0.23%
46
ACGLARCH CAP GROUP LTD
11,961$1.1B0.20%
47
XOMEXXON MOBIL CORP
10,069$1.1B0.20%
48
HDHOME DEPOT INC
2,793$1.0B0.19%
49
FPXFIRST TR EXCHANGE-TRADED FD
7,030$1.0B0.19%
50
QCOMQUALCOMM INC
6,312$1.0B0.19%
51
SPOTSPOTIFY TECHNOLOGY S A
1,304$1.0B0.18%
52
RPRXROYALTY PHARMA PLC
26,478$954.0M0.18%
53
ETHAISHARES ETHEREUM TR
49,316$940.5M0.17%
54
CTRACOTERRA ENERGY INC
36,981$938.6M0.17%
55
CVXCHEVRON CORP NEW
6,061$867.9M0.16%
56
FTCBFIRST TR EXCHANGE-TRADED FD
40,837$860.0M0.16%
57
MMM3M CO
5,583$849.9M0.16%
58
FIIGFIRST TR EXCHANGE-TRADED FD
40,318$845.9M0.16%
59
JNJJOHNSON & JOHNSON
5,467$835.1M0.15%
60
ACNACCENTURE PLC IRELAND
2,786$832.7M0.15%
61
UCONFIRST TR EXCHNG TRADED FD VI
33,184$826.0M0.15%
62
MCKMCKESSON CORP
1,103$808.3M0.15%
63
SHYISHARES TR
9,552$791.5M0.15%
64
PLTRPALANTIR TECHNOLOGIES INC
5,786$788.7M0.15%
65
VSTVISTRA CORP
4,055$785.9M0.14%
66
BBYBEST BUY INC
11,663$783.0M0.14%
67
ABGCENCORA INC
2,591$776.9M0.14%
68
TRVTRAVELERS COMPANIES INC
2,891$773.5M0.14%
69
NUNU HLDGS LTD
56,372$773.4M0.14%
70
BKLNINVESCO EXCH TRADED FD TR II
36,643$766.6M0.14%
71
AREALEXANDRIA REAL ESTATE EQ IN
10,528$764.6M0.14%
72
LAMRLAMAR ADVERTISING CO NEW
6,255$759.1M0.14%
73
PGRPROGRESSIVE CORP
2,836$756.7M0.14%
74
PSAPUBLIC STORAGE OPER CO
2,550$748.3M0.14%
75
DTEDTE ENERGY CO
5,644$747.6M0.14%
76
JAAAJANUS DETROIT STR TR
14,659$744.0M0.14%
77
SRLNSSGA ACTIVE ETF TR
17,857$742.7M0.14%
78
BACVERIZON COMMUNICATIONS INC
17,123$740.9M0.14%
79
CLOZSERIES PORTFOLIOS TR
27,582$737.6M0.14%
80
JBLJABIL INC
3,364$733.8M0.14%
81
ALSALLSTATE CORP
3,592$723.0M0.13%
82
LMTLOCKHEED MARTIN CORP
1,561$722.9M0.13%
83
TAT&T INC
24,882$720.1M0.13%
84
NEMNEWMONT CORP
12,248$713.6M0.13%
85
AFGAMERICAN FINL GROUP INC OHIO
5,634$711.1M0.13%
86
CBCHUBB LIMITED
2,438$706.4M0.13%
87
CMCSACOMCAST CORP NEW
19,678$702.3M0.13%
88
LNGCHENIERE ENERGY INC
2,843$692.2M0.13%
89
FTSLFIRST TR EXCHANGE-TRADED FD
14,941$685.6M0.13%
90
JBBBJANUS DETROIT STR TR
14,198$684.5M0.13%
91
HIGHARTFORD INSURANCE GROUP INC
5,377$682.2M0.13%
92
ORCLORACLE CORP
3,205$681.6M0.13%Call
93
NRANRG ENERGY INC
4,229$679.0M0.13%
94
HYGVFLEXSHARES TR
16,401$672.9M0.12%
95
BUCKSIMPLIFY EXCHANGE TRADED FUN
28,372$670.7M0.12%
96
ABBVABBVIE INC
3,609$669.9M0.12%
97
CLOIVANECK ETF TRUST
12,592$666.8M0.12%
98
MRKMERCK & CO INC
8,342$660.4M0.12%
99
CAHCARDINAL HEALTH INC
3,904$655.9M0.12%
100
CLOABLACKROCK ETF TRUST II
12,478$647.9M0.12%
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