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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 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 6,691.0 $511K 0.05% NEW $76.40 +7.9%
42 PRI PRIMERICA INC Financial Services 1,796.0 $510K 0.05% NEW $284.20 +8.4%
43 HSY HERSHEY CO Consumer Defensive 2,839.0 $498K 0.05% NEW $175.45 +4.6%
44 MTB M & T BK CORP Financial Services 2,047.0 $487K 0.05% NEW $237.98 +5.7%
45 PPG PPG INDS INC Basic Materials 3,860.0 $468K 0.05% NEW $121.29 -7.0%
46 SMURFIT WESTROCK PLC 9,987.0 $462K 0.04% NEW $46.26
47 VTI VANGUARD INDEX FDS 1,206.0 $446K 0.04% NEW $369.91 +2.5%
48 GIS GENERAL MILLS INC Consumer Defensive 12,490.0 $435K 0.04% NEW $34.80 +9.4%
49 TENB TENABLE HLDGS INC Technology 11,685.0 $431K 0.04% NEW $36.88 -1.5%
50 MKSI MKS INC. Technology 950.0 $422K 0.04% NEW $444.67 -32.5%
51 CWEN CLEARWAY ENERGY INC Utilities 12,100.0 $414K 0.04% NEW $34.18 -3.1%
52 OMC OMNICOM GROUP INC Communication Services 5,673.0 $413K 0.04% NEW $72.83 +18.5%
53 BEN FRANKLIN RESOURCES INC Financial Services 12,136.0 $404K 0.04% NEW $33.27 +2.2%
54 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 2,223.0 $398K 0.04% NEW $178.92 +20.8%
55 VRNS VARONIS SYS INC Technology 9,123.0 $383K 0.04% NEW $41.96 +4.2%
56 BR BROADRIDGE FINL SOLUTIONS IN Technology 2,759.0 $378K 0.04% NEW $136.95 +24.0%
57 TSCO TRACTOR SUPPLY CO Consumer Cyclical 11,950.0 $378K 0.04% NEW $31.61 +9.8%
58 FTXL FIRST TR EXCHANGE TRADED FD 1,301.0 $371K 0.04% NEW $284.95 -18.9%
59 ONTO ONTO INNOVATION INC Technology 972.0 $368K 0.04% NEW $378.45 -16.7%
60 IJH ISHARES TR 4,581.0 $353K 0.03% NEW $77.11 +0.2%
Page 3 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%