Impact Partnership Wealth, LLC
All 13F Filings
- Location
- Marietta, GA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 779,745
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/10/2026 | 362 | 779,745 | 13F-HR | Impact Partnership Wealth, LLC |
| Q3 2025 | 11/3/2025 | 309 | 672,489 | 13F-HR | Impact Partnership Wealth, LLC |
| Q2 2025 | 8/4/2025 | 292 | 542,258 | 13F-HR | Impact Partnership Wealth, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
5
(0.0% of total reported value)
· QoQ Δ:
+1
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 630.2 K | 80.8% | 137.5 K | 0 | 137.5 K |
| ETFs | 137.6 K | 17.7% | 0 | 31.88 K | -31.88 K |
| Debt | 5.085 K | 0.7% | 1.512 K | 0 | 1.512 K |
| Other | 6.766 K | 0.9% | 106 | 0 | 106 |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
2/10/2026
Total value ($000)
779,745
Holdings
362
QoQ value change ($000)
107,256
(15.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.