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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 4 of 11  ·  218 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AMD ADVANCED MICRO DEVICES INC Technology 3,040.0 $1.8M 0.17% +171.0 +6.0% $580.94 -19.2%
62 SPYM SPDR SERIES TRUST 19,378.0 $1.7M 0.17% +2K +8.5% $87.88 +2.2%
63 INCY INCYTE CORP Healthcare 14,882.0 $1.7M 0.16% +2K +14.7% $113.36 +12.2%
64 EXPE EXPEDIA GROUP INC Consumer Cyclical 6,432.0 $1.6M 0.16% +893.0 +16.1% $255.87 +26.7%
65 ACGL ARCH CAP GROUP LTD Financial Services 16,861.0 $1.6M 0.16% +2K +10.6% $97.06 +2.3%
66 NEM NEWMONT CORP Basic Materials 17,335.0 $1.6M 0.16% +3K +21.6% $93.40 +36.7%
67 HIG HARTFORD INSURANCE GROUP INC Financial Services 12,123.0 $1.6M 0.16% +1K +11.2% $132.52 +3.5%
68 CINF CINCINNATI FINL CORP Financial Services 8,662.0 $1.6M 0.16% +842.0 +10.8% $185.15 -9.2%
69 IBIT ISHARES BITCOIN TRUST ETF Financial Services 48,123.0 $1.6M 0.16% +6K +13.0% $33.29 +23.8%
70 ADBE ADOBE INC Technology 7,725.0 $1.6M 0.15% +2K +26.6% $205.02 +32.8%
71 WRB BERKLEY W R CORP Financial Services 21,389.0 $1.5M 0.15% +17K +354.3% $70.53 -1.9%
72 PG PROCTER & GAMBLE CO Consumer Defensive 10,201.0 $1.5M 0.14% +3K +35.1% $146.63 -2.5%
73 SYF SYNCHRONY FINANCIAL Financial Services 19,284.0 $1.5M 0.14% +2K +11.5% $76.05 +0.9%
74 FPXI FIRST TR EXCHANGE-TRADED FD 17,373.0 $1.5M 0.14% +1K +9.2% $83.74 -15.1%
75 TECHNIPFMC PLC 21,833.0 $1.4M 0.14% +2K +11.9% $66.30
76 CVX CHEVRON CORPORATION Energy 8,570.0 $1.4M 0.14% +4K +96.9% $165.75 +24.1%
77 ABBV ABBVIE INC Healthcare 5,512.0 $1.4M 0.14% +4K +236.1% $251.64 +4.1%
78 COHR COHERENT CORP Technology 3,343.0 $1.3M 0.13% +210.0 +6.7% $394.41 -26.5%
79 CHRW C H ROBINSON WORLDWIDE IN Industrials 6,972.0 $1.3M 0.13% +597.0 +9.4% $188.34 -23.6%
80 MRVL MARVELL TECHNOLOGY INC Technology 4,380.0 $1.3M 0.13% +149.0 +3.5% $297.91 -15.7%
Page 4 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%