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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 4 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CGMS CAPITAL GRP FIXED INCM ETF T 55,267.0 $1.5M 0.19% +11K +25.2% $27.23 +0.9%
62 ADBE ADOBE INC Technology 6,103.0 $1.5M 0.18% +1K +27.4% $243.08 -19.7%
63 HIG HARTFORD INSURANCE GROUP INC Financial Services 10,904.0 $1.5M 0.18% +810.0 +8.0% $135.23 -5.2%
64 ACGL ARCH CAP GROUP LTD Financial Services 15,242.0 $1.5M 0.18% +1K +9.9% $95.99 -5.0%
65 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 16,053.0 $1.4M 0.18% +12K +264.3% $90.11 +21.6%
66 FSLR FIRST SOLAR INC Energy 7,231.0 $1.4M 0.18% +6K +665.2% $197.26 +30.6%
67 JBL JABIL INC Technology 5,365.0 $1.4M 0.18% +446.0 +9.1% $265.62 +40.0%
68 JNJ JOHNSON & JOHNSON Healthcare 5,776.0 $1.4M 0.17% +1K +28.6% $244.43 -6.6%
69 EA ELECTRONIC ARTS INC Communication Services 6,802.0 $1.4M 0.17% +6K +469.2% $203.87 -0.8%
70 APP APPLOVIN CORP Technology 3,472.0 $1.4M 0.17% +1K +70.2% $398.02 +18.0%
71 SPYM SPDR SERIES TRUST 17,855.0 $1.4M 0.17% +7K +60.6% $76.54 +14.8%
72 ILMN ILLUMINA INC Healthcare 11,080.0 $1.4M 0.17% +8K +235.8% $123.26 +31.4%
73 ETHA ISHARES ETHEREUM TR Financial Services 86,016.0 $1.4M 0.17% +18K +25.9% $15.83 -18.6%
74 PLTR PALANTIR TECHNOLOGIES INC Technology 9,041.0 $1.3M 0.16% +84.0 +0.9% $146.28 -12.2%
75 EXPE EXPEDIA GROUP INC Consumer Cyclical 5,539.0 $1.3M 0.16% +617.0 +12.5% $230.87 +4.3%
76 CINF CINCINNATI FINL CORP Financial Services 7,820.0 $1.2M 0.15% +2K +25.8% $157.35 +8.2%
77 INCY INCYTE CORP Healthcare 12,971.0 $1.2M 0.15% +334.0 +2.6% $94.12 +4.4%
78 LEIDOS HOLDINGS INC 7,809.0 $1.2M 0.15% +7K +603.5% $155.52
79 SYF SYNCHRONY FINANCIAL Financial Services 17,290.0 $1.2M 0.14% +3K +21.3% $68.02 +10.6%
80 BBY BEST BUY INC Consumer Cyclical 17,245.0 $1.1M 0.14% +1K +7.2% $64.20 +16.4%
Page 4 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%