13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001984555
Total reported value
$1.0B
$1.0B
289 檔
18.6%
During the Q4 2024 filing period, Impact Partnership Wealth, LLC (CIK: 0001984555) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.0B across 289 reported positions.
In Q4 2024, Impact Partnership Wealth, LLC displayed an active expansion posture, initiating 96 new positions and adding to 34 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 289 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 17.32% | +12.92% | +20.24% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.13% | -2.75% | +41.80% | |
| 3 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 6.53% | -3.34% | +13.29% | |
| 4 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 3.85% | -0.21% | +4.26% | |
| 5 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 3.84% | -1.85% | +11.07% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 3.20% | -0.80% | +6.60% | |
| 7 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.89% | -0.76% | -5.16% | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 2.79% | -1.38% | -15.12% | |
| 9 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 2.37% | -1.18% | +6.62% | |
| 10 | GLD | Spdr Gold Shares | ETF-Commodities | 2.37% | -0.84% | +12.95% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.25% | -0.17% | +9.58% | |
| 12 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 2.24% | -1.73% | -19.38% | |
| 13 | FLJP | Franklin Ftse Japan ETF | ETF-Other | 1.92% | -0.09% | +13.65% | |
| 14 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.71% | -1.38% | -25.80% | |
| 15 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.63% | -0.04% | +8.62% | |
| 16 | MBB | Ishares Mbs ETF | ETF-Other | 1.19% | -0.18% | -19.47% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.15% | -0.91% | +12.35% | |
| 18 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.01% | -0.88% | -26.75% | |
| 19 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.98% | -0.43% | +5.31% | |
| 20 | ARKB | Ark 21shares Bitcoin ETF | ETF-Crypto | 0.90% | — | — | |
| 21 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.84% | -0.22% | -19.39% | |
| 22 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.78% | -0.43% | +9.22% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.77% | -0.13% | +51.48% | |
| 24 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.64% | -0.51% | -19.60% | |
| 25 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.63% | -0.36% | +8.70% | |
| 26 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.56% | -0.50% | -22.78% | |
| 27 | FALN | Ishares Fallen Angels ETF | ETF-Other | 0.51% | -0.14% | +7.37% | |
| 28 | IBM | Intl Business Machines CORP | Stock-Tech | 0.46% | +0.03% | +64.68% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.42% | -0.06% | +32.11% | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.41% | -0.21% | +4.76% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.40% | — | +22.23% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.34% | +0.03% | +57.34% | |
| 33 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.33% | -0.09% | -5.42% | |
| 34 | UMAR | Innovator U.s. Equity Ultra | ETF-Other | 0.31% | -0.01% | — | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.30% | -0.01% | +28.23% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.30% | -0.02% | +141.71% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.30% | -0.25% | EXIT | |
| 38 | EOG | Eog Resources Inc | Stock-Energy | 0.29% | +0.16% | +4.53% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.29% | -0.02% | -70.94% | |
| 40 | COP | Conocophillips | Stock-Energy | 0.29% | -0.09% | +83.60% | |
| 41 | MET | Metlife Inc | Stock-Financials | 0.28% | — | +67.51% | |
| 42 | CSCO | Cisco Systems Inc | Stock-Tech | 0.27% | +0.03% | +3.52% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.27% | +0.05% | +13.30% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.26% | -0.01% | +11.63% | |
| 45 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 0.26% | -0.02% | +190.73% | |
| 46 | T | At&t Inc | Stock-Comm Services | 0.25% | — | +0.56% | |
| 47 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.24% | -0.21% | +1.52% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.23% | -0.04% | +10.68% | |
| 49 | SO | Southern Co/the | Stock-Utilities | 0.23% | +0.03% | NEW | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.23% | +0.03% | +10.21% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +1.8% | +41.80% | Add |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +1.2% | +20.24% | Add |
| 3 | ARKB | Ark 21shares Bitcoin ETF | +0.9% | NEW | New buy |
| 4 | IBIT | Ishares Bitcoin Trust ETF | +0.5% | +8.62% | Add |
| 5 | UMAR | Innovator U.s. Equity Ultra | +0.3% | NEW | New buy |
| 6 | NVDA | Nvidia CORP | +0.3% | +51.48% | Add |
| 7 | MO | Altria Group Inc | +0.2% | NEW | New buy |
| 8 | MSTR | Strategy Inc | +0.2% | NEW | New buy |
| 9 | SO | Southern Co/the | +0.2% | +331.04% | Add |
| 10 | PNC | Pnc Financial Services Group | +0.2% | NEW | New buy |
| 11 | TSLA | Tesla Inc | +0.2% | +22.23% | Add |
| 12 | IVV | Ishares Core S&p 500 ETF | +0.2% | +141.71% | Add |
| 13 | CL | Colgate-palmolive Co | +0.2% | NEW | New buy |
| 14 | AEP | American Electric Power | +0.2% | NEW | New buy |
| 15 | HSY | Hershey Co/the | +0.2% | NEW | New buy |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | +0.2% | NEW | New buy |
| 17 | IBM | Intl Business Machines CORP | +0.2% | +64.68% | Add |
| 18 | GIS | General Mills Inc | +0.2% | NEW | New buy |
| 19 | ACGL | Arch Capital Group Ltd. | +0.1% | +190.73% | Add |
| 20 | DG | Dollar General CORP | +0.1% | NEW | New buy |
| 21 | CFR | Cullen/frost Bankers Inc | +0.1% | NEW | New buy |
| 22 | DFSEUR | Discover Financial Services | +0.1% | NEW | New buy |
| 23 | CB | Chubb Limited | +0.1% | NEW | New buy |
| 24 | AAPL | Apple Inc | +0.1% | +9.58% | Add |
| 25 | AVB | Avalonbay Communities Inc | +0.1% | NEW | New buy |
| 26 | RF | Regions Financial CORP | +0.1% | NEW | New buy |
| 27 | CG | Carlyle Group Inc/the | +0.1% | NEW | New buy |
| 28 | COP | Conocophillips | +0.1% | +83.60% | Add |
| 29 | ACN | Accenture plc | +0.1% | +251.16% | Add |
| 30 | ALL | Allstate CORP | +0.1% | NEW | New buy |
| 31 | UAPR | Innovator U.s. Equity Ultra | +0.1% | NEW | New buy |
| 32 | UNM | Unum Group | +0.1% | NEW | New buy |
| 33 | TRV | Travelers Cos Inc/the | +0.1% | NEW | New buy |
| 34 | FCX | Freeport-mcmoran Inc | +0.1% | NEW | New buy |
| 35 | AVGO | Broadcom Inc | +0.1% | +28.23% | Add |
| 36 | HDV | Ishares Core High Dividend E | +0.1% | NEW | New buy |
| 37 | ARES | Ares Management CORP - A | +0.1% | NEW | New buy |
| 38 | RMD | Resmed Inc | +0.1% | NEW | New buy |
| 39 | IUSV | Ishares Core S&p U.s. Value | +0.1% | NEW | New buy |
| 40 | LDOS | Leidos Holdings Inc | +0.1% | NEW | New buy |
| 41 | HD | Home Depot Inc | +0.1% | +57.34% | Add |
| 42 | MET | Metlife Inc | +0.1% | +67.51% | Add |
| 43 | IWF | Ishares Russell 1000 Growth | +0.1% | NEW | New buy |
| 44 | TAP | Molson Coors Beverage Co - B | +0.1% | NEW | New buy |
| 45 | RPRX | Royalty Pharma plc | +0.1% | NEW | New buy |
| 46 | PHM | Pultegroup Inc | +0.1% | NEW | New buy |
| 47 | MTG | Mgic Investment CORP | +0.1% | NEW | New buy |
| 48 | ACI | Albertsons Cos Inc - Class A | +0.1% | NEW | New buy |
| 49 | FTCB | Ft Core Investment Grade ETF | +0.1% | NEW | New buy |
| 50 | IWR | Ishares Russell Mid-cap ETF | +0.1% | NEW | New buy |
According to official SEC Form 13F filings, Impact Partnership Wealth, LLC reported a total U.S. public equity portfolio value of $1.0B across 289 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BIL, QQQ, VGK) accounted for 18.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
ARKB
市值: $4.5M
Top Position Liquidated / Trimmed
TGT
前期市值: $1.5M
During Q4 2024, Impact Partnership Wealth, LLC's top holdings by market value included BIL (17.3%)、QQQ (7.1%)、VGK (6.5%). The largest single position, BIL, represented 17.3% of total portfolio value.
In Q4 2024, Impact Partnership Wealth, LLC made 200 total portfolio adjustments, initiating 96 new buys, adding to 34 positions, trimming 19 holdings, and fully liquidating 51 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.