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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 8 of 11  ·  218 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BLOCK INC 8,035.0 $611K 0.06% +1K +22.5% $76.00
142 TTEK TETRA TECH INC NEW Industrials 20,832.0 $602K 0.06% +6K +44.1% $28.89 +22.5%
143 SHY ISHARES TR 7,182.0 $590K 0.06% +1K +24.7% $82.11 -0.1%
144 RBLX ROBLOX CORP Technology 10,742.0 $584K 0.06% +4K +69.6% $54.38 -30.7%
145 VSNT VERSANT MEDIA GROUP INC Industrials 16,101.0 $580K 0.06% +846.0 +5.5% $36.01 +9.7%
146 KNSL KINSALE CAP GROUP INC Financial Services 1,745.0 $575K 0.06% +373.0 +27.2% $329.72 +13.0%
147 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,146.0 $575K 0.06% +99.0 +9.5% $501.36 +17.5%
148 ED CONSOLIDATED EDISON INC Utilities 5,032.0 $557K 0.05% +2K +60.5% $110.63 -1.3%
149 CFG CITIZENS FINL GROUP INC Financial Services 7,867.0 $551K 0.05% +3K +54.2% $70.07 +4.8%
150 CDNS CADENCE DESIGN SYSTEM INC Technology 1,463.0 $549K 0.05% +338.0 +30.0% $375.32 -15.7%
151 AIRR FIRST TR EXCHANGE TRADED FD 4,114.0 $548K 0.05% +2K +96.3% $133.26 -9.7%
152 PAYX PAYCHEX INC Industrials 5,574.0 $548K 0.05% +2K +54.8% $98.32 +22.0%
153 MA MASTERCARD INCORPORATED Financial Services 1,057.0 $543K 0.05% +213.0 +25.2% $513.60 +11.8%
154 HXL HEXCEL CORP NEW Industrials 5,418.0 $542K 0.05% +1K +34.4% $100.06 +1.1%
155 QFLR INNOVATOR ETFS TRUST 14,747.0 $538K 0.05% +1K +8.9% $36.48 -3.1%
156 GRID FIRST TR EXCHANGE-TRADED FD 2,785.0 $534K 0.05% +1K +114.1% $191.75 -4.2%
157 FORM FORMFACTOR INC Technology 3,339.0 $534K 0.05% +490.0 +17.2% $159.93 -22.3%
158 F FORD MTR CO Consumer Cyclical 38,378.0 $533K 0.05% +10K +33.2% $13.90 +0.2%
159 WFRD WEATHERFORD INTL PLC Energy 6,531.0 $532K 0.05% +907.0 +16.1% $81.50 +13.0%
160 EXR EXTRA SPACE STORAGE INC Real Estate 3,515.0 $511K 0.05% +1K +57.0% $145.31 +1.1%
Page 8 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%