Impact Partnership Wealth, LLC has filed a Form 13F-HR disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing reports the firm's holdings in 471 separate equity securities.
The portfolio includes a mix of large-cap technology, healthcare, and consumer staples companies. Apple Inc. is the largest holding, with 17,064,280 shares. Alphabet Inc. Class A shares follow with 5,293,508 shares, while Amazon.com Inc. holds 4,982,306 shares. Other notable positions include Microsoft Corporation, which holds 2,077,623 shares, and NVIDIA Corporation with 2,077,623 shares.
Healthcare and industrial sectors are also well represented. Eli Lilly & Co. is held in the amount of 3,476,281 shares, while Bristol-Myers Squibb Co. holds 963,198 shares. In the industrial space, Chevron Corporation is held with 2,231,336 shares, and Caterpillar Inc. holds 799,668 shares.
The filing also lists several exchange-traded funds (ETFs) within the portfolio. BlackRock ETF Trust II IShares Flex Income ETF is held in the amount of 2,514,872 shares, and BlackRock ETF Trust II IShares AAA CLO ETF holds 2,512,943 shares. The firm also holds shares in the Grayscale Bitcoin Trust ETF.
The report lists Shawn Scholz as the Chief Compliance Officer for the firm, which is located in Marietta, Georgia.
