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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 3 of 11  ·  218 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CB CHUBB LIMITED Financial Services 6,456.0 $2.2M 0.21% +1K +27.5% $340.74 +1.3%
42 CSHI NEOS ETF TRUST 43,755.0 $2.2M 0.21% +9K +25.6% $49.81 -0.3%
43 FLOT ISHARES TR 42,064.0 $2.1M 0.21% +8K +24.7% $51.05 -0.2%
44 EMHY ISHARES INC 52,565.0 $2.1M 0.21% +13K +31.8% $40.67 -1.0%
45 IQVIA HLDGS INC 11,020.0 $2.1M 0.21% +10K +751.0% $193.23
46 PULS PGIM ETF TR 42,805.0 $2.1M 0.21% +10K +28.7% $49.55 +0.2%
47 JBL JABIL INC Technology 5,459.0 $2.1M 0.20% +94.0 +1.8% $385.48 -12.2%
48 VLO VALERO ENERGY CORP Energy 8,011.0 $2.1M 0.20% +1K +17.1% $260.45 +34.4%
49 ACN ACCENTURE PLC IRELAND Technology 16,694.0 $2.1M 0.20% +6K +58.4% $124.44 +39.0%
50 BMY BRISTOL-MYERS SQUIBB CO Healthcare 35,952.0 $2.1M 0.20% +27K +303.1% $57.62 +14.6%
51 ALL ALLSTATE CORP Financial Services 8,607.0 $2.0M 0.20% +989.0 +13.0% $237.95 +9.8%
52 TROW PRICE T ROWE GROUP INC Financial Services 17,996.0 $2.0M 0.20% +5K +43.6% $113.69 -3.0%
53 HD HOME DEPOT INC Consumer Cyclical 5,744.0 $2.0M 0.20% +2K +35.5% $352.66 -4.3%
54 PYPL PAYPAL HLDGS INC Financial Services 46,781.0 $2.0M 0.20% +39K +475.4% $43.09 +40.2%
55 ICSH ISHARES TR 38,992.0 $2.0M 0.19% +8K +27.2% $50.58 -0.1%
56 GSY INVESCO ACTIVELY MANAGED EXC 39,159.0 $2.0M 0.19% +8K +27.1% $50.15 +0.2%
57 ANGLOGOLD ASHANTI PLC 24,275.0 $2.0M 0.19% +11K +89.7% $80.89
58 CGMS CAPITAL GRP FIXED INCM ETF T 71,736.0 $2.0M 0.19% +16K +29.8% $27.33 -0.7%
59 AMGN AMGEN INC Healthcare 4,939.0 $1.8M 0.17% +2K +88.7% $362.10 +17.4%
60 IBM INTERNATIONAL BUSINESS MACHS Technology 6,306.0 $1.8M 0.17% +2K +38.7% $281.20 -17.3%
Page 3 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%