13F Filings History of Impact Partnership Wealth, LLC

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$779,740,151
Signature - Title
Shawn Scholz - Chief Compliance Order
Location
Marietta, GA
Summary
This page shows a list of all the recent 13F filings made by Impact Partnership Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Impact Partnership Wealth, LLC reported 359 stock holdings with total value $779,740,151 as of Q4 2025. Top holdings included BIL, QQQ, VGK, SPMD, and SPTS.

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Holdings Value

List of Other Managers Reporting for Impact Partnership Wealth, LLC:

Name Holdings Value Location File Number
AE Wealth Management LLC $17,422,671,879 Topeka, KS 028-17779
ZEGA Investments, LLC $515,487,519 Palm Beach Gardens, FL 028-24897
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 359 $779,740,151 +$199,456,473 -$102,230,529 +$97,225,944 BIL, QQQ, VGK, SPMD, SPTS 13F-HR 10 Feb 2026, 10:28
Q3 2025 307 $672,484,774 +$187,956,025 -$87,788,995 +$100,167,030 BIL, VGK, QQQ, SPMD, VTV 13F-HR 03 Nov 2025, 15:54
Q2 2025 289 $542,249,671 +$115,865,272 -$67,501,391 +$48,363,881 QQQ, VGK, BIL, SPEM, SPMD 13F-HR 04 Aug 2025, 11:47
Q1 2025 258 $468,306,116 +$84,473,467 -$106,275,590 -$21,802,123 BIL, QQQ, VGK, SPMD, SGOV 13F-HR 05 May 2025, 11:37
Q4 2024 289 $495,461,380 +$98,752,960 -$43,396,820 +$55,356,140 BIL, QQQ, VGK, SPMD, SPEM 13F-HR 21 Jan 2025, 09:45
Q3 2024 239 $442,296,917 +$108,074,514 -$58,898,717 +$49,175,797 BIL, VGK, QQQ, SPEM, SPMD 13F-HR 22 Oct 2024, 11:56
Q2 2024 217 $380,639,430 +$167,202,216 -$39,380,105 +$127,822,111 BIL, QQQ, VGK, SGOV, SPMD 13F-HR 02 Aug 2024, 13:58
Q1 2024 689 $252,350,805 +$31,786,966 -$66,098,130 -$34,311,164 BIL, VGK, QQQ, SPMD, SPEM 13F-HR 13 May 2024, 15:03
Q4 2023 832 $273,609,910 +$84,577,619 -$154,690,886 -$70,113,267 BIL, QQQ, VGK, SPEM, VUG 13F-HR 14 Feb 2024, 14:07
Q3 2023 988 $321,357,840 +$187,584,275 -$144,757,945 +$42,826,330 BIL, VTV, FLJP, VWO, VO 13F-HR 17 Oct 2023, 10:25
Q2 2023 921 $287,754,886 $0 $0 $0 VUG, VTV, BIL, VB, SGOV 13F-HR 17 Jul 2023, 11:27