BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 10 of 11  ·  218 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CNA CNA FINL CORP Financial Services 8,408.0 $409K 0.04% +4K +72.7% $48.61 +3.5%
182 WSO WATSCO INC Industrials 963.0 $401K 0.04% +401.0 +71.3% $416.63 -24.7%
183 IJR ISHARES TR 2,657.0 $394K 0.04% +767.0 +40.6% $148.29 -0.4%
184 EMR EMERSON ELEC CO Industrials 2,743.0 $393K 0.04% +505.0 +22.6% $143.17 +10.2%
185 IXUS ISHARES TR 3,991.0 $381K 0.04% +344.0 +9.4% $95.44 +1.1%
186 FFIV F5 INC Technology 914.0 $380K 0.04% +168.0 +22.5% $415.96 -5.4%
187 XLG INVESCO EXCHANGE TRADED FD T 6,154.0 $377K 0.04% +890.0 +16.9% $61.23 +1.9%
188 NXT NEXTPOWER INC Technology 3,132.0 $373K 0.04% +668.0 +27.1% $119.14 -23.5%
189 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 398.0 $372K 0.04% +14.0 +3.6% $935.25 +2.8%
190 ESTC ELASTIC N V Technology 6,469.0 $369K 0.04% +2K +53.5% $57.02 +49.1%
191 SPHQ INVESCO EXCHANGE TRADED FD T 4,036.0 $364K 0.04% +512.0 +14.5% $90.10 -3.8%
192 S SENTINELONE INC Technology 20,628.0 $350K 0.03% +5K +35.2% $16.97 +32.5%
193 ITRI ITRON INC Technology 4,039.0 $349K 0.03% +1K +51.8% $86.53 +11.2%
194 AGG ISHARES TR 3,446.0 $341K 0.03% +737.0 +27.2% $98.98 -1.6%
195 XLE SELECT SECTOR SPDR TR 6,401.0 $340K 0.03% +3K +95.0% $53.11 +19.9%
196 BLACKROCK ETF TRUST 9,269.0 $339K 0.03% +787.0 +9.3% $36.60
197 VIG VANGUARD SPECIALIZED FUNDS 1,391.0 $329K 0.03% +46.0 +3.4% $236.60 +3.3%
198 AVDE AMERICAN CENTY ETF TR 3,556.0 $317K 0.03% +240.0 +7.2% $89.20 +4.5%
199 XMMO INVESCO EXCHANGE TRADED FD T 1,818.0 $309K 0.03% +69.0 +4.0% $170.14 -5.3%
200 ADI ANALOG DEVICES INC Technology 765.0 $304K 0.03% +78.0 +11.3% $397.39 -5.2%
Page 10 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%