13F filer

Impact Partnership Wealth

As of Jun 30, 2026 Filed Jul 29, 2026 CIK 1984555 SEC filings ↗

13F Value

$1.03B

Positions

439

Top Position

BIL15.0%

Top 5

33.7%

Latest filing changes

vs Mar 31, 2026

1 BIL State Street(R) SPDR(R) Bloomberg 1-3 Month T-Bill ETF +803.3%+$137.6M

2 PRSD State Street(R) Short Duration IG Public & Private Credit ETF >999%+$34.7M

3 XLC State Street(R) Communication Services Select Sector SPDR(R) ETF >999%+$23.8M

4 XLF State Street(R) Financial Select Sector SPDR(R) ETF +111.9%+$8.9M

5 XLK State Street(R) Technology Select Sector SPDR(R) ETF +125.9%+$5.2M

Holdings439

#							Trend (4Q)
1	BIL State Street(R) SPDR(R) Bloomberg 1-3 Month T-Bill ETF	15.0%	$154.7M	+803.3%	1.69M	2.1%		ETF
2	QQQ Invesco QQQ Trust, Series 1	5.4%	$55.8M	-33.9%	75.7K	8.2%		ETF
3	VGK Vanguard European Stock Index Fund — ETF Shares	5.1%	$52.1M	-28.7%	588.2K	8.4%		ETF
4	SPMD State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	4.5%	$46.5M	+6.4%	687.9K	4.7%		ETF
5	PRSD State Street(R) Short Duration IG Public & Private Credit ETF	3.6%	$37.3M	>999%	1.49M	0.3%		ETF
6	VTV Vanguard Morningstar Value Index Fund — ETF Shares	3.2%	$32.4M	-8.7%	148.9K	3.9%		ETF
7	SPEM State Street(R) SPDR(R) Portfolio Emerging Markets ETF	2.7%	$27.7M	-31.8%	535.7K	4.6%		ETF
8	VUG Vanguard Morningstar Growth Index Fund — ETF Shares	2.4%	$24.8M	—	287.8K	3.8%	—	ETF
9	XLC State Street(R) Communication Services Select Sector SPDR(R) ETF	2.3%	$24.0M	>999%	223.8K	<0.1%		ETF
10	GLD SPDR Gold Tr	2.0%	$20.8M	+4.7%	56.4K	2.9%		Trust
11	SPTS State Street(R) SPDR(R) Portfolio Short Term Treasury ETF	1.9%	$19.2M	-33.6%	663.5K	3.6%		ETF
12	SPSM State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF	1.8%	$18.8M	-35.2%	326.2K	3.0%		ETF
13	SPTI State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF	1.7%	$17.4M	-29.5%	612.4K	3.1%		ETF
14	XLF State Street(R) Financial Select Sector SPDR(R) ETF	1.6%	$16.9M	+111.9%	314.6K	0.9%		ETF
15	MBB iShares MBS ETF	1.5%	$15.4M	+13.4%	162.8K	1.7%		ETF
16	FLJP Franklin FTSE Japan ETF	1.4%	$14.2M	+8.9%	357.6K	1.5%		ETF
17	AAPL Apple	1.4%	$14.0M	-1.1%	48.4K	1.5%		Common Stock
18	SPY State Str SPDR S&P 500 ETF T — Tr Unit	1.1%	$11.1M	-39.6%	14.9K	2.0%		ETF
19	SPSB State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF	0.9%	$9.6M	-34.6%	321.3K	1.8%		ETF
20	XLK State Street(R) Technology Select Sector SPDR(R) ETF	0.9%	$9.4M	+125.9%	49.2K	0.4%		ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing60

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.