Impact Partnership Wealth, LLC
Impact Partnership Wealth, LLC is a registered investment adviser headquartered in Marietta, Georgia. Founded in 2023, the firm partners primarily with financial advisors to deliver investment management, portfolio analytics, and marketing support. It serves thousands of individual investors, with a specialization in leveraging its proprietary Market Guard® investment models to enhance client portfolio confidence and advisor differentiation. As of mid-2025, it manages approximately $1.7 billion in assets and employs about 78 professionals, focusing on investment advisory services for individuals and financial advisory businesses.
Investment Strategy
Impact Partnership Wealth implements a disciplined, quantitative investment strategy designed for financial advisors and their clients. The firm's Market Guard® proprietary models blend risk tolerance analytics and dynamic asset allocation, aiming to respond to market shifts using both qualitative and quantitative inputs. The approach balances portfolio growth objectives with risk management, leveraging technology-driven analysis and ongoing education for advisor partners. IPW emphasizes delivering consistent performance, dynamic risk assessment, and tailored client exposure through diversified investment portfolios.
Top Holdings
Equity Positions (284)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR | 8.91% | $48.3M | 87,626 | $446.13 | $551.64 | +$7.9M |
V VGK | VANGUARD INTL EQUITY INDEX F | 7.47% | $40.5M | 522,736 | $68.60 | $77.50 | +$13.5M |
B BIL | SPDR SERIES TRUST | 7.16% | $38.8M | 423,442 | $91.57 | $91.73 | -$20.4M |
S SPEM | SPDR INDEX SHS FDS | 4.97% | $26.9M | 630,359 | $38.86 | $42.74 | +$8.0M |
S SPMD | SPDR SERIES TRUST | 4.92% | $26.7M | 490,448 | $51.23 | $54.38 | +$3.6M |
Options Positions (3)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
B BBAI | BIGBEAR AI HLDGS INC | Bought | Call | $4.1K | 12 | $6.79 | $6.14 | +10 | +$4.0K |
O ORCL | ORACLE CORP | New | Call | $2.7K | 1 | $218.63 | $218.63 | +1 | +$2.7K |
P PYPL | PAYPAL HLDGS INC | New | Call | $1.4K | 1 | $74.32 | $74.31 | +1 | +$1.4K |