Impact Partnership Wealth, LLC
All 13F Filings
- Location
- Marietta, GA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,028,621
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/29/2026 | 454 | 1,028,621 | 13F-HR | Impact Partnership Wealth, LLC |
| Q1 2026 | 4/23/2026 | 363 | 809,682 | 13F-HR | Impact Partnership Wealth, LLC |
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 277.8 K | 27.0% | 68.04 K | 0 | 68.04 K |
| ETFs | 745.7 K | 72.5% | 152.5 K | 0 | 152.5 K |
| Debt | 5.02 K | 0.5% | 0 | 1.609 K | -1.609 K |
| Other | 18 | 0.0% | 0 | 4 | -4 |
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Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
1,028,621
Holdings
454
QoQ value change ($000)
218,939
(27.0%)
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.