Impact Partnership Wealth, LLC
Top Portfolio Positions
254 positions ·
$302,766,576 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
114,592 | $66,140,210 | 21.85% | |
| GLD |
Spdr Gold Trust
|
53,850 | $23,171,116 | 7.65% | |
| SPY |
Spdr S&P 500 ETF Trust
|
24,714 | $16,072,502 | 5.31% | |
| AAPL |
Apple Inc.
Technology
|
48,929 | $12,417,690 | 4.10% | |
| NVDA |
Nvidia Corp
Technology
|
37,634 | $6,563,369 | 2.17% | |
| MSFT |
Microsoft Corp
Technology
|
10,704 | $3,962,299 | 1.31% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
31,726 | $3,942,907 | 1.30% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
15,728 | $3,275,670 | 1.08% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
8,779 | $3,263,593 | 1.08% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
11,005 | $3,164,597 | 1.05% |
Portfolio Trend
12 quarters · across all stocks
Holdings in CRDL
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,647 | 10,850 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $10,350 | 10,850 | Shares | Sole | 2026-02-10 | |
| 2025-12-31 | $19,080 | 20,000 | Call | Sole | 2026-02-10 | |
| No 13F history on record for this holder in this stock. | ||||||