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Latest Impact Partnership Wealth, LLC Stock Portfolio

Impact Partnership Wealth, LLC Performance:
2026 Q1: -1.01%YTD: -1.01%2025: 9.15%
Performance for 2026 Q1 is -1.01%, and YTD is -1.01%, and 2025 is 9.15%.

About Impact Partnership Wealth, LLC and 13F Hedge Fund Stock Holdings

On 2026-04-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, Impact Partnership Wealth, LLC reported an equity portfolio of $809.7 Millions as of 31 Mar, 2026.

The top stock holdings of Impact Partnership Wealth, LLC are VEU, QQQ, BIL. The fund has invested 8.4% of it's portfolio in VANGUARD INTL EQUITY INDEX F and 8.2% of portfolio in INVESCO QQQ TR.

The fund managers got completely rid off WARNER BROS DISCOVERY INC (WBD), TRAVELERS COMPANIES INC (TRV) and SPOTIFY TECHNOLOGY S A (SPOT) stocks. They significantly reduced their stock positions in SSGA ACTIVE TR (EMTL), SPDR SERIES TRUST (BIL) and F5 INC (FFIV). Impact Partnership Wealth, LLC opened new stock positions in SELECT SECTOR SPDR TR (XLB), CHUBB LTD SWITZ (CB) and CAPITAL ONE FINL CORP (COF). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), ACCENTURE PLC IRELAND (ACN) and FIRST SOLAR INC (FSLR).

Impact Partnership Wealth, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Impact Partnership Wealth, LLC made a return of -1.01% in the last quarter. In trailing 12 months, it's portfolio return was 9.34%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
select sector spdr tr4,918,220
chubb ltd switz1,650,530
capital one finl corp1,607,490
slb limited1,498,740
cardinal health inc1,415,500
cognizant technology solutio1,319,760
fox corp1,310,240
anglogold ashanti plc1,245,870
New stocks bought by Impact Partnership Wealth, LLC

Additions

Ticker% Inc.
select sector spdr tr2,765
accenture plc ireland891
first solar inc665
leidos holdings inc603
electronic arts inc469
select sector spdr tr399
principal financial group in264
illumina inc235
Additions to existing portfolio by Impact Partnership Wealth, LLC

Reductions

Ticker% Reduced
ssga active tr-89.17
spdr series trust-83.94
f5 inc-81.3
target corp-80.06
hp inc-75.44
berkley w r corp-68.89
public storage oper co-67.15
pfizer inc-66.26
Impact Partnership Wealth, LLC reduced stake in above stock

Sold off

Ticker$ Sold
standard biotools inc-246,822
warner bros discovery inc-1,586,010
cipher mining inc-739,653
invesco ltd-964,393
pinterest inc-891,633
core scientific inc new-445,594
devon energy corp new-1,096,550
huntington bancshares inc-420,282
Impact Partnership Wealth, LLC got rid off the above stocks

Sector Distribution

Impact Partnership Wealth, LLC has about 77% of it's holdings in Others sector.

Sector%
Others77
Technology7.5
Financial Services3.8
Healthcare2.4
Energy1.8
Consumer Cyclical1.8
Industrials1.5
Consumer Defensive1.2
Communication Services1.2

Market Cap. Distribution

Impact Partnership Wealth, LLC has about 20.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED76.9
LARGE-CAP12.5
MEGA-CAP8
MID-CAP2.5

Stocks belong to which Index?

About 18.8% of the stocks held by Impact Partnership Wealth, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others81.1
S&P 50017.6
RUSSELL 20001.2
Top 5 Winners (%)%
APA
apa corporation
73.0 %
CF
cf industries hold
59.3 %
FORM
formfactor inc
52.5 %
FTI
technipfmc plc
52.1 %
FIX
comfort sys usa inc
47.6 %
Top 5 Winners ($)$
PDBC
invesco actvely mngd etc fd
1.9 M
GLD
spdr gold tr
1.6 M
BIL
spdr series trust
0.8 M
COP
conocophillips
0.8 M
VB
vanguard index fds
0.8 M
Top 5 Losers (%)%
NABL
n-able inc
-36.5 %
APP
applovin corp
-35.5 %
IT
gartner inc
-35.2 %
rubrik inc.
-32.1 %
FSK
fs kkr cap corp
-28.6 %
Top 5 Losers ($)$
QQQ
invesco qqq tr
-3.5 M
VB
vanguard index fds
-2.9 M
MSFT
microsoft corp
-1.1 M
SPY
state str spdr s&p 500 etf t
-0.9 M
AAPL
apple inc
-0.9 M

Impact Partnership Wealth, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Impact Partnership Wealth, LLC

Impact Partnership Wealth, LLC has 363 stocks in it's portfolio. About 46.1% of the portfolio is in top 10 stocks. QQQ proved to be the most loss making stock for the portfolio. PDBC was the most profitable stock for Impact Partnership Wealth, LLC last quarter.

Last Reported on: 23 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions