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Portfolio (Quarterly) Guide ↗

Impact Partnership Wealth, LLC

· CIK 0001984555
13F Portfolio $810M AUM 365 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 94 New 163 Added 92 Reduced 93 Exited
Page 2 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VNQ VANGUARD INDEX FDS 45,430.0 $4.0M 0.50% +19K +74.4% $88.70 +7.7%
22 MSFT MICROSOFT CORP Technology 10,704.0 $4.0M 0.49% +2K +19.8% $370.16 +2.5%
23 WMT WALMART INC Consumer Defensive 31,726.0 $3.9M 0.49% +590.0 +1.9% $124.28 -5.7%
24 AMZN AMAZON COM INC Consumer Cyclical 15,728.0 $3.3M 0.41% +3K +27.6% $208.27 +17.3%
25 TSLA TESLA INC Consumer Cyclical 8,779.0 $3.3M 0.40% +1K +15.7% $371.73 +7.7%
26 GOOGL ALPHABET INC Communication Services 11,005.0 $3.2M 0.39% +2K +24.4% $287.55 +28.0%
27 IVV ISHARES TR 4,582.0 $3.0M 0.37% +202.0 +4.6% $653.21 +14.8%
28 XLK SELECT SECTOR SPDR TR 21,789.0 $2.9M 0.36% +17K +399.4% $132.90 +44.0%
29 AVGO BROADCOM INC Technology 9,354.0 $2.9M 0.36% +1K +15.7% $309.51 +32.9%
30 BONDBLOXX ETF TRUST 55,857.0 $2.7M 0.34% +18K +46.4% $49.17
31 BUCK SIMPLIFY EXCHANGE TRADED FUN 100,402.0 $2.4M 0.29% +20K +24.9% $23.51 +0.1%
32 EVLN MORGAN STANLEY ETF TRUST 48,451.0 $2.3M 0.29% +10K +25.2% $48.18 +1.5%
33 JBBB JANUS DETROIT STR TR 49,355.0 $2.3M 0.28% +10K +26.4% $46.60 +1.7%
34 HYGV FLEXSHARES TR 55,638.0 $2.2M 0.28% +12K +26.4% $40.06 +0.5%
35 META META PLATFORMS INC Communication Services 3,889.0 $2.2M 0.28% +783.0 +25.2% $572.07 +0.9%
36 BKLN INVESCO EXCH TRADED FD TR II 108,103.0 $2.2M 0.27% +24K +28.4% $20.41 +0.2%
37 CLOZ SERIES PORTFOLIOS TR 84,650.0 $2.2M 0.27% +19K +28.3% $25.65 +2.5%
38 FTSL FIRST TR EXCHANGE-TRADED FD 48,295.0 $2.2M 0.27% +12K +31.9% $44.80 +0.4%
39 FPX FIRST TR EXCHANGE-TRADED FD 13,599.0 $2.2M 0.27% +4K +40.5% $158.81 +26.2%
40 LLY ELI LILLY & CO Healthcare 2,326.0 $2.1M 0.26% +483.0 +26.2% $919.88 +19.4%
Page 2 of 9  ·  163 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 48.1%
Technology 20.2%
Healthcare 6.4%
Consumer Cyclical 5.1%
Energy 5.1%
Industrials 4.4%
Communication Services 3.5%
Consumer Defensive 3.4%
Basic Materials 1.5%
Real Estate 1.5%