Impact Partnership Wealth
Impact Partnership Wealth reported 439 stocks worth $1B in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are BIL (15.0%), QQQ (5.4%) and VGK (5.1%). Compared with Q1 2026, the fund opened new positions in TRV, LNG and EXE, added to BIL, SPMD and PRSD, trimmed QQQ, VGK and VTV and sold out of XLB, XOM and COF.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BIL ST Stert Spdr Blmbg 1 3 | $155M | 15.0% | 1.7M | +1.5M (+803%) | 8 of 8 | |
| 2 |  QQQ Invesco Qqq TR | $55.8M | 5.4% | 76K | −39K (−34%) | 8 of 8 | |
| 3 |  VGK Vanguard Ftse Europe | $52.1M | 5.1% | 588K | −237K (−29%) | 8 of 8 | |
| 4 |  SPMD State Street | $46.5M | 4.5% | 688K | +41K (+6%) | 8 of 8 | |
| 5 |  PRSD Ssga Active TR | $37.3M | 3.6% | 1.5M | +1.4M (+1328%) | 3 of 8 | |
| 6 |  VTV Vanguard Index Fds | $32.4M | 3.1% | 149K | −14K (−9%) | 8 of 8 | |
| 7 |  SPEM Spdr Emerging | $27.7M | 2.7% | 536K | −250K (−32%) | 8 of 8 | |
| 8 |  VUG Vanguard Index Fds | $24.8M | 2.4% | 288K | +218K (+310%) | 8 of 8 | |
| 9 |  XLC Select Sector Spdr TR | $24M | 2.3% | 224K | +222K (+11803%) | 3 of 8 | |
| 10 |  GLD Spdr Gold TR | $20.8M | 2.0% | 56K | +2,524 (+5%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XLB Select Sector Spdr TR | $4.9M | 98K |
 XOM Exxon Mobil Corp | $2M | 12K |
 COF Capital One Finl Corp | $1.6M | 8,812 |
 SLB Slb Limited | $1.5M | 29K |
 PFG Principal Finl Group Inc | $1.4M | 16K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 29, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Impact Partnership Wealth 13F FAQ
What does Impact Partnership Wealth own?
Impact Partnership Wealth reported 439 stocks worth $1B in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are BIL (15.0%), QQQ (5.4%) and VGK (5.1%). The table above lists every position in the filing (the top 10 without an account).
What did Impact Partnership Wealth buy and sell in Q2 2026?
Compared with Q1 2026: 136 new positions, 220 added to, 69 trimmed and 60 sold out. New positions include TRV, LNG and EXE. It sold all of XLB, XOM and COF.
When will Impact Partnership Wealth file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Impact Partnership Wealth's portfolio worth?
The Q2 2026 filing reports $1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.