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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 2 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MUSA MURPHY USA INC Consumer Cyclical 1,470.0 $792K 0.08% NEW $538.87 +6.5%
22 OSK OSHKOSH CORP Industrials 5,151.0 $791K 0.08% NEW $153.47 -3.8%
23 ITW ILLINOIS TOOL WKS INC Industrials 2,721.0 $736K 0.07% NEW $270.43 +5.3%
24 TFC TRUIST FINL CORP Financial Services 14,664.0 $731K 0.07% NEW $49.82 +5.2%
25 RRC RANGE RES CORP Energy 19,583.0 $728K 0.07% NEW $37.19 +7.2%
26 SPMO INVESCO EXCH TRADED FD TR II 4,497.0 $727K 0.07% NEW $161.56 -6.6%
27 ETSY INC 9,345.0 $704K 0.07% NEW $75.33
28 INTC INTEL CORP Technology 4,816.0 $672K 0.07% NEW $139.63 -30.8%
29 GNTX GENTEX CORP Consumer Cyclical 26,141.0 $661K 0.06% NEW $25.27 -6.3%
30 DV DOUBLEVERIFY HLDGS INC Technology 60,564.0 $657K 0.06% NEW $10.84 +22.4%
31 SPG SIMON PPTY GROUP INC NEW Real Estate 2,847.0 $637K 0.06% NEW $223.67 -1.4%
32 AOS SMITH A O CORP Industrials 10,029.0 $629K 0.06% NEW $62.72 -3.0%
33 JHG JANUS HENDERSON GROUP PLC Financial Services 11,652.0 $605K 0.06% NEW $51.95 +0.0%
34 CHWY CHEWY INC Consumer Cyclical 30,134.0 $592K 0.06% NEW $19.65 +17.3%
35 SPACE EXPLORATION TECHN CORP 3,461.0 $591K 0.06% NEW $170.86
36 KDP KEURIG DR PEPPER INC Consumer Defensive 17,952.0 $588K 0.06% NEW $32.73 -5.9%
37 KD KYNDRYL HLDGS INC Technology 51,738.0 $585K 0.06% NEW $11.31 +9.0%
38 RNG RINGCENTRAL INC Technology 14,169.0 $552K 0.05% NEW $38.98 +67.2%
39 FCN FTI CONSULTING INC Industrials 3,582.0 $534K 0.05% NEW $149.01 +1.6%
40 AVB AVALONBAY CMNTYS INC Real Estate 2,729.0 $515K 0.05% NEW $188.69 -2.5%
Page 2 of 7  ·  136 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%