Long-term investor

Impact Partnership Wealth, LLC @impactpartnershipwealthl

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001984555).

Record

  • Tracked since 2025-06-30 (431 days), 422 trades recorded
  • Returns: week n/a · month n/a · 90 days +7.8% · 6 months +8.2% · 1 year +14.3% · all +14.3%
  • Max drawdown -1.0% · Sharpe 1.05 · win rate 18% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 78468R663 · 15.0% · long · since 2025-06-30
  • QQQ · 5.4% · long · since 2025-06-30
  • 922042874 · 5.1% · long · since 2025-06-30
  • 78464A847 · 4.5% · long · since 2025-06-30
  • 78470P580 · 3.6% · long · since 2025-12-31
  • 922908744 · 3.2% · long · since 2025-06-30
  • 78463X509 · 2.7% · long · since 2025-06-30
  • 922908736 · 2.4% · long · since 2025-06-30
  • 81369Y852 · 2.3% · long · since 2025-12-31
  • GLD · 2.0% · long · since 2025-06-30
  • 78468R101 · 1.9% · long · since 2025-06-30
  • 78468R853 · 1.8% · long · since 2025-06-30

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