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Portfolio (Quarterly) Guide ↗

Impact Partnership Wealth, LLC

· CIK 0001984555
13F Portfolio $1.0B AUM 456 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 136 New 218 Added 66 Reduced 60 Exited
Page 1 of 11  ·  218 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BIL SPDR SERIES TRUST 1,688,043.0 $154.7M 15.04% +1.5M +803.3% $91.64 -0.1%
2 SPMD SPDR SERIES TRUST 687,948.0 $46.5M 4.52% +41K +6.4% $67.56 +0.2%
3 PRSD SSGA ACTIVE TR 1,491,278.0 $37.3M 3.63% +1.4M +1328.0% $25.04 -0.3%
4 VUG VANGUARD INDEX FDS 287,764.0 $24.8M 2.41% +218K +310.0% $86.14 +2.0%
5 XLC SELECT SECTOR SPDR TR 223,779.0 $24.0M 2.33% +222K +10000.0% $107.13 +3.1%
6 GLD SPDR GOLD TR Financial Services 56,374.0 $20.8M 2.02% +3K +4.7% $368.38 +8.2%
7 XLF SELECT SECTOR SPDR TR 314,580.0 $16.9M 1.64% +166K +111.9% $53.61 +7.9%
8 MBB ISHARES TR 162,750.0 $15.4M 1.50% +19K +13.4% $94.52 -1.5%
9 FLJP FRANKLIN TEMPLETON ETF TR 357,565.0 $14.2M 1.38% +29K +8.9% $39.75 +2.2%
10 XLK SELECT SECTOR SPDR TR 49,230.0 $9.4M 0.91% +27K +125.9% $190.52 -2.6%
11 PDBC INVESCO ACTVELY MNGD ETC FD 498,516.0 $7.9M 0.77% +34K +7.4% $15.88 +14.6%
12 GOOGL ALPHABET INC Communication Services 12,610.0 $4.5M 0.44% +2K +14.6% $357.37 -3.7%
13 MSFT MICROSOFT CORP Technology 11,747.0 $4.4M 0.43% +1K +9.7% $373.01 +29.2%
14 TSLA TESLA INC Consumer Cyclical 9,802.0 $4.1M 0.40% +1K +11.7% $420.60 -19.9%
15 BONDBLOXX ETF TRUST 79,552.0 $4.0M 0.39% +24K +42.4% $49.88
16 AMZN AMAZON COM INC Consumer Cyclical 16,535.0 $3.9M 0.38% +807.0 +5.1% $238.34 +8.9%
17 AVGO BROADCOM INC Technology 9,609.0 $3.6M 0.35% +255.0 +2.7% $377.74 +0.5%
18 IVV ISHARES TR 4,821.0 $3.6M 0.35% +239.0 +5.2% $748.87 +3.0%
19 BUCK SIMPLIFY EXCHANGE TRADED FUN 130,452.0 $3.1M 0.30% +30K +29.9% $23.42 +0.2%
20 EVLN MORGAN STANLEY ETF TRUST 62,843.0 $3.0M 0.30% +14K +29.7% $48.51 +0.7%
Page 1 of 11  ·  218 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 39.8%
Technology 23.7%
Consumer Cyclical 7.3%
Healthcare 6.6%
Industrials 6.2%
Energy 5.0%
Consumer Defensive 4.0%
Communication Services 3.4%
Real Estate 1.5%
Basic Materials 1.4%