Fund Holdings

Impact Partnership Wealth, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SPDR INDEX SHS FDS0785,788+785,788036,861,3154.55%+36,861,315
VANGUARD INTL EQUITY INDEX F496,393825,448+329,05541,503,45168,041,6638.40%+26,538,212
INVESCO QQQ TR71,275114,592+43,31743,785,24666,140,0648.17%+22,354,818
SPDR SERIES TRUST305,662503,692+198,03014,323,32324,338,4073.01%+10,015,084
VANGUARD INDEX FDS42,39770,194+27,79720,683,63530,660,1223.79%+9,976,487
SPDR GOLD TR(GLD)38,64353,850+15,20715,314,72223,171,2412.86%+7,856,519
SELECT SECTOR SPDR TR5,181148,483+143,302283,7497,330,5950.91%+7,046,846
VANGUARD INDEX FDS131,556162,991+31,43525,125,82931,978,8523.95%+6,853,023
ISHARES TR84,877143,460+58,5838,081,95913,621,5701.68%+5,539,611
SELECT SECTOR SPDR TR098,423+98,42304,918,2220.61%+4,918,222
SPDR SERIES TRUST173,276330,375+157,0994,101,4527,704,3470.95%+3,602,895
ISHARES TR37,06464,684+27,6203,568,4786,075,7280.75%+2,507,250
ISHARES TR56,34177,533+21,1926,192,4298,556,5291.06%+2,364,100
SELECT SECTOR SPDR TR4,36321,789+17,426628,1952,895,7600.36%+2,267,565
SPDR SERIES TRUST251,361334,602+83,2416,653,5318,800,0271.09%+2,146,496
SPDR SERIES TRUST933,179999,047+65,86827,323,47229,152,1813.60%+1,828,709
ACCENTURE PLC IRELAND1,06310,540+9,477285,2922,089,9410.26%+1,804,649
VANGUARD INDEX FDS26,05545,430+19,3752,305,5664,029,6350.50%+1,724,069
INVESCO ACTVELY MNGD ETC FD478,361464,202-14,1596,338,2858,039,9870.99%+1,701,702
CHUBB LTD SWITZ05,064+5,06401,650,5290.20%+1,650,529
CAPITAL ONE FINL CORP(COF)08,812+8,81201,607,4860.20%+1,607,486
SLB LIMITED(SLB)029,164+29,16401,498,7380.19%+1,498,738
CARDINAL HEALTH INC(CAH)06,699+6,69901,415,5000.17%+1,415,500
SPDR SERIES TRUST814,416868,583+54,16723,487,75724,893,5943.07%+1,405,837
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)021,512+21,51201,319,7560.16%+1,319,756
FOX CORP(FOX)022,436+22,43601,310,2410.16%+1,310,241
ANGLOGOLD ASHANTI PLC(AU)012,797+12,79701,245,8700.15%+1,245,870
VALERO ENERGY CORP(VLO)3,1236,844+3,721508,3351,690,9640.21%+1,182,629
FIRST SOLAR INC(FSLR)9457,231+6,286246,8621,426,3870.18%+1,179,525
CENCORA INC03,723+3,72301,169,5660.14%+1,169,566
SPDR SERIES TRUST641,279646,479+5,20037,136,49338,284,5024.73%+1,148,009
ELECTRONIC ARTS INC(EA)1,1956,802+5,607244,2391,386,7250.17%+1,142,486
SPDR SERIES TRUST452,966491,406+38,44013,679,57214,776,5681.82%+1,096,996
PRINCIPAL FINANCIAL GROUP IN(PFG)4,40616,053+11,647388,6881,446,5200.18%+1,057,832
HUNT J B TRANS SVCS INC(JBHT)04,975+4,97501,054,2100.13%+1,054,210
ISHARES TR116,426156,997+40,5713,178,4364,194,9600.52%+1,016,524
LEIDOS HOLDINGS INC(LDOS)1,1107,809+6,699200,2241,214,4870.15%+1,014,263
EXPEDITORS INTL WASH INC(EXPD)07,057+7,05701,010,7820.12%+1,010,782
TD SYNNEX CORPORATION(SNX)05,980+5,98001,008,8780.12%+1,008,878
MCKESSON CORP(MCK)01,119+1,1190968,1680.12%+968,168
ALIGN TECHNOLOGY INC05,534+5,5340948,6940.12%+948,694
FRANKLIN TEMPLETON ETF TR317,563328,334+10,77110,940,05111,879,1111.47%+939,060
RBB FD INC018,831+18,8310938,9140.12%+938,914
ILLUMINA INC(ILMN)3,30011,080+7,780432,8871,365,7760.17%+932,889
SS&C TECH HLDGS(SSNC)013,661+13,6610923,0870.11%+923,087
HOST HOTELS & RESORTS INC(HST)046,439+46,4390889,7750.11%+889,775
BONDBLOXX ETF TRUST38,15455,857+17,7031,912,2782,746,4890.34%+834,211
STIFEL FINL CORP(SF)010,558+10,5580780,4350.10%+780,435
PERMIAN RESOURCES CORP(PR)15,51546,092+30,577217,669982,6880.12%+765,019
EXELIXIS INC(EXEL)016,990+16,9900728,7150.09%+728,715
CONOCOPHILLIPS(COP)22,35221,283-1,0692,092,3682,809,2990.35%+716,931
INTERNATIONAL BUSINESS MACHS(IBM)1,4274,546+3,119422,6251,101,9180.14%+679,293
HENRY JACK & ASSOC INC(JKHY)04,297+4,2970679,1360.08%+679,136
BONDBLOXX ETF TRUST013,175+13,1750660,9530.08%+660,953
GODADDY INC(GDDY)07,906+7,9060653,5890.08%+653,589
LANDSTAR SYS INC(LSTR)04,064+4,0640651,5510.08%+651,551
SPDR SERIES TRUST220,218240,422+20,2047,445,5618,063,7561.00%+618,195
NEWMARKET CORP(NEU)0955+9550612,1210.08%+612,121
EXXON MOBIL CORP(XOM)11,95012,017+671,438,0972,038,8680.25%+600,771
BOSTON BEER INC(SAM)02,514+2,5140579,2260.07%+579,226
WESTERN UN CO(WU)065,998+65,9980576,1590.07%+576,159
FIRST TR EXCHANGE-TRADED FD9,68213,599+3,9171,583,8392,159,6100.27%+575,771
EPAM SYS INC(EPAM)04,246+4,2460574,9080.07%+574,908
VERSANT MEDIA GROUP INC(VSNT)015,255+15,2550564,7400.07%+564,740
DOCUSIGN INC(DOCU)011,850+11,8500561,7860.07%+561,786
MERCK & CO INC(MRK)04,578+4,5780550,6370.07%+550,637
MAPLEBEAR INC(CART)014,658+14,6580549,0890.07%+549,089
ASSURANT INC(AIZ)02,520+2,5200548,9030.07%+548,903
AMDOCS LTD(DOX)08,189+8,1890534,4070.07%+534,407
CHURCHILL DOWNS INC(CHDN)05,899+5,8990529,9070.07%+529,907
EXLSERVICE HLDGS INC(EXLS)016,792+16,7920511,3160.06%+511,316
DXC TECHNOLOGY CO(DXC)039,750+39,7500499,6570.06%+499,657
SCHNEIDER NATIONAL INC(SNDR)018,530+18,5300488,4550.06%+488,455
GLOBANT S A010,545+10,5450486,2300.06%+486,230
FIRST TR EXCHANGE-TRADED FD36,61248,295+11,6831,679,7752,163,6380.27%+483,863
JOHNSON & JOHNSON(JNJ)4,4935,776+1,283929,9021,411,8300.17%+481,928
SPDR SERIES TRUST11,11717,855+6,738891,7691,366,6410.17%+474,872
WALMART INC(WMT)31,13631,726+5903,468,9103,942,8850.49%+473,975
AUTOMATIC DATA PROCESSING IN02,278+2,2780462,8450.06%+462,845
SIMPLIFY EXCHANGE TRADED FUN80,389100,402+20,0131,905,6192,359,9510.29%+454,332
PHILIP MORRIS INTL INC(PM)02,720+2,7200449,7910.06%+449,791
ISHARES TR35,60646,694+11,0881,526,4191,975,6030.24%+449,184
APA CORPORATION(APA)25,80425,421-383631,1741,078,8700.13%+447,696
BONDBLOXX ETF TRUST08,821+8,8210445,9460.06%+445,946
COMCAST CORP NEW(CCZ)015,438+15,4380443,2390.05%+443,239
INVESCO EXCH TRADED FD TR II84,217108,103+23,8861,768,5662,206,3890.27%+437,823
JANUS DETROIT STR TR39,06349,355+10,2921,863,2942,300,1780.28%+436,884
TETRA TECH INC NEW(TTEK)014,454+14,4540435,3540.05%+435,354
FLEXSHARES TR44,02955,638+11,6091,793,5392,228,8520.28%+435,313
AMAZON COM INC(AMZN)12,33115,728+3,3972,846,2413,275,6590.40%+429,418
AMERICAN ELEC PWR CO INC03,257+3,2570426,9280.05%+426,928
SERIES PORTFOLIOS TR65,97184,650+18,6791,746,9012,171,2760.27%+424,375
YETI HLDGS INC(YETI)011,574+11,5740423,4930.05%+423,493
PROGRESSIVE CORP(PGR)6,3899,460+3,0711,454,9431,875,3050.23%+420,362
MORGAN STANLEY ETF TRUST38,70348,451+9,7481,914,7272,334,3680.29%+419,641
MARVELL TECHNOLOGY INC(MRVL)04,231+4,2310419,0950.05%+419,095
SPDR INDEX SHS FDS09,038+9,0380412,5630.05%+412,563
CVS HEALTH CORP(CVS)05,573+5,5730400,2490.05%+400,249
ALPHABET INC(GOOG)8,84911,005+2,1562,769,7223,164,4640.39%+394,742
KINDER MORGAN INC DEL(KMI)011,737+11,7370393,5450.05%+393,545
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