Impact Partnership Wealth, LLC
Annual return '25
+28.0%
SPY '25
+17.7%
Alpha
+10.3ptsvs SPY
Invested
$809.7M
Holdings
363
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VGK
VANGUARD INTL EQUITY INDEX F
Q4 2025: Exited (was 746.6k shares)
8.4%
02
$NDQ
INVESCO QQQ TR
Q1 2026: New position (18.4k shares)
8.2%
03
$SPMD
SPDR SERIES TRUST
Q4 2025: Exited (was 577.9k shares)
4.7%
04
$SPEM
SPDR INDEX SHS FDS
Q4 2025: Exited (was 456.1k shares)
4.6%
05
$VTV
VANGUARD INDEX FDS
Q4 2025: Exited (was 145.4k shares)
3.9%
06
$VUG
VANGUARD INDEX FDS
Q4 2025: Exited (was 39.2k shares)
3.8%
07
$SPTS
SPDR SERIES TRUST
Q4 2025: Exited (was 465.1k shares)
3.6%
08
$SPTI
SPDR SERIES TRUST
Q4 2025: Exited (was 440.0k shares)
3.1%
09
$SPSM
SPDR SERIES TRUST
Q4 2025: Exited (was 282.7k shares)
3.0%
10
$GQ9
SPDR GOLD TR
Q1 2026: Exited (was 2.5k shares)
2.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 04:28 UTC.