IMPACT PARTNERSHIP WEALTH, LLC

PrivateCIK: 1984555
Location

MARIETTA, GA

452
Positions
$1.03B
Total AUM (reported)
15.46M
Total Shares

Allocation by class

TOTAL AUM$1.03B452 positions
COM$212.96M20.7%
ST STR BLO 1 ETF$154.69M15.0%
UNIT SER 1$55.75M5.4%
FTSE EUROPE ETF$52.08M5.1%
ST STR P400MID$46.47M4.5%
ST ST SH DU ETF$37.34M3.6%
VALUE ETF$32.44M3.2%

Portfolio Concentration

Top 325.5%4–1020.8%11–2517.6%Rest36.1%TOP 1046.3%0%100%
Top 3$262.53M25.5%
4–10$213.52M20.8%
11–25$181.27M17.6%
Rest$371.30M36.1%

Top 3 weight

25.5%

Top 10 weight

46.3%

Voting Authority Distribution

Total shares with voting rights: 15.46M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

15.46M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole452
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings452
Rows:

SPDR SERIES TRUST

SOLE
ST STR BLO 1 ETF
Shares1.69M
TypeSH
Market value$154.69M
15.04%
Sole
0.00
Shared
0.00
None
1.69M

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares75.71K
TypeSH
Market value$55.75M
5.42%
Sole
0.00
Shared
0.00
None
75.71K

VANGUARD INTL EQUITY INDEX F

SOLE
FTSE EUROPE ETF
Shares588.21K
TypeSH
Market value$52.08M
5.06%
Sole
0.00
Shared
0.00
None
588.21K

SPDR SERIES TRUST

SOLE
ST STR P400MID
Shares687.88K
TypeSH
Market value$46.47M
4.52%
Sole
0.00
Shared
0.00
None
687.88K

SSGA ACTIVE TR

SOLE
ST ST SH DU ETF
Shares1.49M
TypeSH
Market value$37.34M
3.63%
Sole
0.00
Shared
0.00
None
1.49M

VANGUARD INDEX FDS

SOLE
VALUE ETF
Shares148.87K
TypeSH
Market value$32.44M
3.15%
Sole
0.00
Shared
0.00
None
148.87K

SPDR INDEX SHS FDS

SOLE
ST PORT MARK ETF
Shares535.59K
TypeSH
Market value$27.73M
2.70%
Sole
0.00
Shared
0.00
None
535.59K

VANGUARD INDEX FDS

SOLE
GROWTH ETF
Shares287.76K
TypeSH
Market value$24.79M
2.41%
Sole
0.00
Shared
0.00
None
287.76K

SELECT SECTOR SPDR TR

SOLE
ST STR SVC ETF
Shares223.78K
TypeSH
Market value$23.97M
2.33%
Sole
0.00
Shared
0.00
None
223.78K

SPDR GOLD TR

SOLE
GOLD SHS
Shares56.37K
TypeSH
Market value$20.77M
2.02%
Sole
0.00
Shared
0.00
None
56.37K

SPDR SERIES TRUST

SOLE
ST SHO TREAS ETF
Shares663.14K
TypeSH
Market value$19.24M
1.87%
Sole
0.00
Shared
0.00
None
663.14K

SPDR SERIES TRUST

SOLE
ST STR SP600 SML
Shares326.11K
TypeSH
Market value$18.81M
1.83%
Sole
0.00
Shared
0.00
None
326.11K

SPDR SERIES TRUST

SOLE
ST INTER ETF
Shares612.28K
TypeSH
Market value$17.38M
1.69%
Sole
0.00
Shared
0.00
None
612.28K

SELECT SECTOR SPDR TR

SOLE
ST STR FINL ETF
Shares314.47K
TypeSH
Market value$16.86M
1.64%
Sole
0.00
Shared
0.00
None
314.47K

ISHARES TR

SOLE
MBS ETF
Shares162.75K
TypeSH
Market value$15.38M
1.50%
Sole
0.00
Shared
0.00
None
162.75K

FRANKLIN TEMPLETON ETF TR

SOLE
FTSE JAPAN ETF
Shares357.56K
TypeSH
Market value$14.21M
1.38%
Sole
0.00
Shared
0.00
None
357.56K

APPLE INC

SOLE
COM
Shares48.41K
TypeSH
Market value$14.01M
1.36%
Sole
0.00
Shared
0.00
None
48.41K

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares14.92K
TypeSH
Market value$11.14M
1.08%
Sole
0.00
Shared
0.00
None
14.92K

SPDR SERIES TRUST

SOLE
ST SHOR CORP ETF
Shares321.25K
TypeSH
Market value$9.64M
0.94%
Sole
0.00
Shared
0.00
None
321.25K

SELECT SECTOR SPDR TR

SOLE
ST STR TECHN ETF
Shares49.23K
TypeSH
Market value$9.38M
0.91%
Sole
0.00
Shared
0.00
None
49.23K

ISHARES TR

SOLE
0-3 MTH TREASURY
Shares83.65K
TypeSH
Market value$8.42M
0.82%
Sole
0.00
Shared
0.00
None
83.65K

INVESCO ACTVELY MNGD ETC FD

SOLE
OPTIMUM YIELD
Shares498.52K
TypeSH
Market value$7.92M
0.77%
Sole
0.00
Shared
0.00
None
498.52K

NVIDIA CORPORATION

SOLE
COM
Shares35.05K
TypeSH
Market value$7.01M
0.68%
Sole
0.00
Shared
0.00
None
35.05K

SPDR SERIES TRUST

SOLE
ST LON TREAS ETF
Shares229.05K
TypeSH
Market value$6.01M
0.58%
Sole
0.00
Shared
0.00
None
229.05K

SPDR SERIES TRUST

SOLE
ST INTER BD ETF
Shares175.11K
TypeSH
Market value$5.86M
0.57%
Sole
0.00
Shared
0.00
None
175.11K
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