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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 11 of 11  ·  218 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,032.0 $303K 0.03% +73.0 +7.6% $293.30 +3.4%
202 VV VANGUARD INDEX FDS 869.0 $299K 0.03% +66.0 +8.2% $343.99 +2.8%
203 GE GE AEROSPACE Industrials 799.0 $298K 0.03% +34.0 +4.4% $373.56 +0.4%
204 VRTX VERTEX PHARMACEUTICALS INC Healthcare 592.0 $294K 0.03% +131.0 +28.4% $496.77 +6.3%
205 HDV ISHARES TR 9,638.0 $264K 0.03% +8K +430.7% $27.41 +7.8%
206 BAMV NORTHERN LTS FD TR IV 7,502.0 $264K 0.03% +1K +16.6% $35.17 +8.4%
207 CRSR CORSAIR GAMING INC Technology 26,984.0 $261K 0.03% +5K +20.4% $9.67 +23.4%
208 PFE PFIZER INC Healthcare 10,749.0 $259K 0.03% +349.0 +3.4% $24.08 +13.2%
209 AEE AMEREN CORP Utilities 2,264.0 $256K 0.03% +60.0 +2.7% $113.04 -3.0%
210 NABL N-ABLE INC Technology 65,684.0 $241K 0.02% +29K +77.8% $3.67 -7.1%
211 AUR AURORA INNOVATION INC Technology 33,499.0 $228K 0.02% +7K +24.2% $6.82 -9.8%
212 GLDM WORLD GOLD TR Financial Services 2,804.0 $223K 0.02% +444.0 +18.8% $79.42 +8.3%
213 WT WISDOMTREE INC Financial Services 12,501.0 $212K 0.02% +594.0 +5.0% $16.94 +34.9%
214 PLTK PLAYTIKA HLDG CORP Technology 48,409.0 $180K 0.02% +14K +42.0% $3.72 -40.1%
215 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 17,261.0 $167K 0.02% +5K +46.7% $9.68 -8.4%
216 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 11,084.0 $109K 0.01% +224.0 +2.1% $9.81 +0.4%
217 BBAI BIGBEAR AI HLDGS INC Technology 21,566.0 $78K 0.01% +650.0 +3.1% $3.64 -13.8%
218 EXODUS MOVEMENT INC 14,761.0 $76K 0.01% +5K +45.2% $5.17
Page 11 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%