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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 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 QLYS QUALYS INC Technology 2,551.0 $351K 0.03% NEW $137.49 +36.7%
62 BAC BANK AMERICA CORP Financial Services 6,129.0 $349K 0.03% NEW $56.98 +12.7%
63 GTLB GITLAB INC Technology 11,430.0 $349K 0.03% NEW $30.53 +35.9%
64 XLU SELECT SECTOR SPDR TR 7,659.0 $347K 0.03% NEW $45.34 -2.9%
65 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 722.0 $345K 0.03% NEW $477.90 -13.5%
66 ENS ENERSYS Industrials 1,464.0 $342K 0.03% NEW $233.78 -14.2%
67 SO SOUTHERN CO Utilities 3,519.0 $337K 0.03% NEW $95.70 -3.8%
68 VCYT VERACYTE INC Healthcare 5,704.0 $335K 0.03% NEW $58.73 -30.7%
69 OGE OGE ENERGY CORP Utilities 6,659.0 $324K 0.03% NEW $48.66 -3.3%
70 EGP EASTGROUP PPTYS INC Real Estate 1,571.0 $318K 0.03% NEW $202.49 -0.2%
71 SIRI SIRIUSXM HOLDINGS INC Communication Services 10,712.0 $316K 0.03% NEW $29.54 -3.1%
72 CIBR FIRST TR EXCHANGE-TRADED FD 3,468.0 $312K 0.03% NEW $89.85 +8.4%
73 SWKS SKYWORKS SOLUTIONS INC Technology 4,554.0 $309K 0.03% NEW $67.81 -0.6%
74 ZION ZIONS BANCORPORATION NATL AS Financial Services 4,460.0 $309K 0.03% NEW $69.19 +2.5%
75 BRX BRIXMOR PPTY GROUP INC Real Estate 9,648.0 $304K 0.03% NEW $31.53 -6.1%
76 VWO VANGUARD INTL EQUITY INDEX F 5,024.0 $300K 0.03% NEW $59.69 -0.1%
77 SCHD SCHWAB STRATEGIC TR 9,283.0 $294K 0.03% NEW $31.71 +8.8%
78 JEPI J P MORGAN EXCHANGE TRADED F 5,017.0 $283K 0.03% NEW $56.48 +2.4%
79 SOUTHSTATE BK CORP 2,833.0 $283K 0.03% NEW $99.90
80 CRWV COREWEAVE INC Technology 2,788.0 $278K 0.03% NEW $99.55 -6.4%
Page 4 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%