$288 Million is the total value of Impact Partnership Wealth, LLC's 5351 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2023 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 2 | Q3 2023 | 25.7% |
| VANGUARD INDEX FDS | 2 | Q3 2023 | 18.5% |
| VANGUARD INDEX FDS | 2 | Q3 2023 | 19.2% |
| ISHARES TR | 2 | Q3 2023 | 3.0% |
| VANGUARD INDEX FDS | 2 | Q3 2023 | 2.8% |
| INVESCO QQQ TR | 2 | Q3 2023 | 2.4% |
| VANGUARD INDEX FDS | 2 | Q3 2023 | 3.2% |
| APPLE INC | 2 | Q3 2023 | 2.3% |
| VANGUARD INTL EQUITY INDEX F | 2 | Q3 2023 | 2.9% |
| SPDR SER TR | 2 | Q3 2023 | 2.5% |
View Impact Partnership Wealth, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-10-17 |
| 13F-HR | 2023-07-17 |
View Impact Partnership Wealth, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.