Arkolith/Funds/Impact Partnership Wealth, LLC

Impact Partnership Wealth, LLC

CIK 1984555Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 29, 2026·~29-day 13F lag·13F-HR
Active Filer

Impact Partnership Wealth, LLC holds a focused book of 439 stocks worth $1.0B as of Q2 2026 (disclosed Jul 29, 2026, a ~29-day 13F lag). This quarter they opened Travelers Cos Inc and trimmed Invesco QQQ Trust Series 1. Their largest long position is SS SPDR BB 1-3M T-Bill ETF at 15% of the equity book.

Impact Partnership Wealth, LLC is a wealth platform: this book aggregates client accounts across many advisers.

Concentration

Top-heavy: focused book

Top 5 holdings
34%
Top 10 holdings
46%
Top 20 holdings
60%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

28% mapped to company sectors

ETF / fund or unclassified
72%
Information Technology
9%
Financials
7%
Industrials
3%
Consumer Discretionary
2%
Health Care
2%
Materials
1%
Energy
1%

+4 sectors below the cut, 2% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Impact Partnership Wealth, LLC

Manager / fundShared namesTheir $ in those
Swiss Re Ltd17 / 80$1.0B
Marest Capital, LLC10 / 80$179.4M
9823 Capital, L.P.8 / 80$129.7M
Ebert Capital Management Inc.12 / 80$84.9M
Hoey Investments, Inc30 / 80$592.2M
Ketron Financial13 / 80$246.0M
Alternative Investment Advisors, LLC.18 / 80$199.1M
Ninety One SA (PTY) Ltd12 / 80$1.8B

Ranked by the share of each fund's own book sitting in the names it shares with Impact Partnership Wealth, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

439 positions
#SecurityValueShares% PortLast moveHistory
1SPDR Series Trust
ST STR BLO 1 ETF
$154.7M1.69M
15.0%
+803%
Added · +1.5M sh
2Invesco QQQ TR
UNIT SER 1
$55.8M75.7K
5.4%
−34%
Reduced · −39K sh
3Vanguard Intl Equity Index F
FTSE EUROPE ETF
$52.1M588.2K
5.1%
−29%
Reduced · −237K sh
4SPDR Series Trust
ST STR P400MID
$46.5M687.9K
4.5%
+6.4%
Added · +41K sh
5Ssga Active TR
ST ST SH DU ETF
$37.3M1.49M
3.6%
14×
Added · +1.4M sh
6Vanguard Index FDS
VALUE ETF
$32.4M148.9K
3.2%
−8.7%
Reduced · −14K sh
7SPDR Index SHS FDS
ST PORT MARK ETF
$27.7M535.7K
2.7%
−32%
Reduced · −250K sh
8Vanguard Index FDS
GROWTH ETF
$24.8M287.8K
2.4%
+310%
Added · +218K sh
9Select Sector SPDR TR
ST STR SVC ETF
$24.0M223.8K
2.3%
119×
Added · +222K sh
10SPDR Gold TR
GOLD SHS
$20.8M56.4K
2.0%
+4.7%
Added · +3K sh
11SPDR Series Trust
ST SHO TREAS ETF
$19.2M663.5K
1.9%
−34%
Reduced · −336K sh
12SPDR Series Trust
ST STR SP600 SML
$18.8M326.2K
1.8%
−35%
Reduced · −178K sh
13SPDR Series Trust
ST INTER ETF
$17.4M612.4K
1.7%
−29%
Reduced · −256K sh
14Select Sector SPDR TR
ST STR FINL ETF
$16.9M314.6K
1.6%
+112%
Added · +166K sh
15Ishares TR
MBS ETF
$15.4M162.8K
1.5%
+13%
Added · +19K sh
16Franklin Templeton ETF TR
FTSE JAPAN ETF
$14.2M357.6K
1.4%
+8.9%
Added · +29K sh
17Apple Inc
COM
$14.0M48.4K
1.4%
−1.1%
Reduced · −516 sh
18State STR SPDR S&P 500 ETF T
TR UNIT
$11.1M14.9K
1.1%
−40%
Reduced · −10K sh
19SPDR Series Trust
ST SHOR CORP ETF
$9.6M321.3K
0.9%
−35%
Reduced · −170K sh
20Select Sector SPDR TR
ST STR TECHN ETF
$9.4M49.2K
0.9%
+126%
Added · +27K sh
21Ishares TR
0-3 MTH TREASURY
$8.4M83.7K
0.8%
−34%
Reduced · −43K sh
22Invesco Actvely MNGD Etc FD
OPTIMUM YIELD
$7.9M498.5K
0.8%
+7.4%
Added · +34K sh
23Nvidia Corporation
COM
$7.0M35.0K
0.7%
−6.9%
Reduced · −3K sh
24SPDR Series Trust
ST LON TREAS ETF
$6.0M229.4K
0.6%
−31%
Reduced · −105K sh
25SPDR Series Trust
ST INTER BD ETF
$5.9M175.7K
0.6%
−27%
Reduced · −65K sh
26Ishares TR
TIPS BD ETF
$5.7M51.8K
0.6%
−33%
Reduced · −26K sh
27SPDR Series Trust
ST PORT HIGH ETF
$5.4M229.1K
0.5%
−31%
Reduced · −101K sh
28Alphabet Inc
CAP STK CL A
$4.5M12.6K
0.4%
+15%
Added · +2K sh
29Microsoft Corp
COM
$4.4M11.7K
0.4%
+9.7%
Added · +1K sh
30Tesla Inc
COM
$4.1M9.8K
0.4%
+12%
Added · +1K sh
31Ishares TR
JPMORGAN USD EMG
$4.0M41.8K
0.4%
−35%
Reduced · −23K sh
32Bondbloxx ETF Trust
PRIVA CR CLO ETF
$4.0M79.6K
0.4%
+42%
Added · +24K sh
33Amazon Com Inc
COM
$3.9M16.5K
0.4%
+5.1%
Added · +807 sh
34Ishares TR
FALN ANGLS USD
$3.9M144.4K
0.4%
−8.1%
Reduced · −13K sh
35Broadcom Inc
COM
$3.6M9.6K
0.4%
+2.7%
Added · +255 sh
36Ishares TR
CORE S&P500 ETF
$3.6M4.8K
0.4%
+5.2%
Added · +239 sh
37Simplify Exchange Traded Fun
TREASURY OPT INC
$3.1M130.5K
0.3%
+30%
Added · +30K sh
38Morgan Stanley ETF Trust
EATON VANCE FLTG
$3.0M62.8K
0.3%
+30%
Added · +14K sh
39Janus Detroit STR TR
B-BBB CLO ETF
$3.0M64.2K
0.3%
+30%
Added · +15K sh
40Vanguard Index FDS
REAL ESTATE ETF
$3.0M31.3K
0.3%
−31%
Reduced · −14K sh
41Flexshares TR
HIG YLD VL ETF
$3.0M73.6K
0.3%
+32%
Added · +18K sh
42Eli Lilly & Co
COM
$2.9M2.4K
0.3%
+5.2%
Added · +120 sh
43Series Portfolios TR
ELDRIDGE BBB B
$2.9M110.7K
0.3%
+31%
Added · +26K sh
44Invesco Exch Traded FD TR II
SR LN ETF
$2.9M142.3K
0.3%
+32%
Added · +34K sh
45First TR Exchange-Traded FD
SENIOR LN FD
$2.9M64.2K
0.3%
+33%
Added · +16K sh
46Micron Technology Inc
COM
$2.9M2.5K
0.3%
+81%
Added · +1K sh
47Progressive Corp
COM
$2.8M13.0K
0.3%
+37%
Added · +4K sh
48Ishares TR
TRUST ISHARE 0-1
$2.8M25.2K
0.3%
−3.8%
Reduced · −983 sh
49ConocoPhillips
COM
$2.7M26.1K
0.3%
+23%
Added · +5K sh
50Ishares TR
0-5YR HI YL CP
$2.7M63.8K
0.3%
+37%
Added · +17K sh
Showing 50 of 439 positions
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Filing history

As-of date vs the date the SEC received each filing

$1.0B · Q2 2026Q3 2024 · $443.2MQ2 2026 · $1.0B

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 29, 202629d456$1.0B13F-HR
Q1 2026Mar 31, 2026Apr 23, 202623d365$809.7M13F-HR
Q4 2025Dec 31, 2025Feb 10, 202641d362$779.7M13F-HR
Q3 2025Sep 30, 2025Nov 3, 202534d309$672.5M13F-HR
Q2 2025Jun 30, 2025Aug 4, 202535d292$542.3M13F-HR
Q1 2025Mar 31, 2025May 5, 202535d259$468.3M13F-HR
Q4 2024Dec 31, 2024Jan 21, 202521d289$495.5M13F-HR
Q3 2024Sep 30, 2024Oct 22, 202422d239$443.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.