Shawn Scholz

Impact Partnership Wealth, Llc

Assets Managed

$809.682M

Holdings

363

Last Quarter

2026 - Q1

Filed Date

24d ago

Growth Rate

3.84%(2Q avg: 9.9%)

Sustained Growth

4 quarters

Portfolio positions

This chart displays the top 10 holdings in Impact Partnership Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 363 positions.

Assets under management

The assets under management (AUM) of Impact Partnership Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 809.682M in assets, with a quarterly growth rate of 3.84% and a 2-quarter average growth rate of 9.9%. The portfolio is managed by Shawn Scholz, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VGK Vanguard Ftse Europe Etf Recent Activity Increased 66.29%	8.41%	$68.042M 825,448 shares@ $82.43 avg price	Increased 66.29%
QQQ Invesco Qqq Trust Series 1 Recent Activity Increased 60.78%	8.17%	$66.14M 114,592 shares@ $577.18 avg price	Increased 60.78%
SPMD Spdr Portfolio S&p 400 Mid C Recent Activity Increased 0.82%	4.73%	$38.285M 646,479 shares@ $59.23 avg price	Increased 0.82%
SPEM Spdr Portfolio Emerging Mark Recent Activity Increased 59.9%	4.56%	$36.861M 785,788 shares@ $46.91 avg price	Increased 59.9%
VTV Vanguard Value Etf Recent Activity Increased 23.9%	3.95%	$31.979M 162,991 shares@ $196.21 avg price	Increased 23.9%
VUG Vanguard Growth Etf Recent Activity Increased 65.57%	3.79%	$30.66M 70,194 shares@ $436.8 avg price	Increased 65.57%
SPTS Spdr Port Shrt Trm Trsry Recent Activity Increased 7.06%	3.61%	$29.152M 999,047 shares@ $29.18 avg price	Increased 7.06%
SPTI Spdr Port Int Treasury Term Recent Activity Increased 6.66%	3.08%	$24.894M 868,583 shares@ $28.67 avg price	Increased 6.66%
SPSM Spdr Portfolio S&p 600 Small Recent Activity Increased 64.79%	3.01%	$24.338M 503,692 shares@ $48.33 avg price	Increased 64.79%
GLD Spdr Gold Shares Recent Activity Increased 39.36%	2.87%	$23.171M 53,850 shares@ $430.3 avg price	Increased 39.36%

1-10 of 363