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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 5 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ASML ASML HLDG NV Technology 137.0 $273K 0.03% NEW $1989.44 -9.4%
82 VYM VANGUARD WHITEHALL FDS 1,712.0 $271K 0.03% NEW $158.07 +4.7%
83 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 8,772.0 $269K 0.03% NEW $30.71 +15.7%
84 CUBE CUBESMART Real Estate 6,662.0 $265K 0.03% NEW $39.77 +3.0%
85 CFR CULLEN FROST BANKERS INC Financial Services 1,682.0 $260K 0.03% NEW $154.52 +8.3%
86 TER TERADYNE INC Technology 536.0 $259K 0.03% NEW $483.91 -16.5%
87 FIW FIRST TR EXCHANGE-TRADED FD 2,316.0 $254K 0.03% NEW $109.52 +0.2%
88 SON SONOCO PRODS CO Consumer Cyclical 4,500.0 $254K 0.03% NEW $56.35 +1.5%
89 IONQ IONQ INC Technology 4,627.0 $246K 0.02% NEW $53.26 -17.2%
90 NVEC NVE CORP Technology 2,356.0 $246K 0.02% NEW $104.55 +9.8%
91 XLI SELECT SECTOR SPDR TR 1,328.0 $246K 0.02% NEW $185.26 -0.9%
92 GEV GE VERNOVA INC Utilities 207.0 $243K 0.02% NEW $1175.14 -14.5%
93 AVEM AMERICAN CENTY ETF TR 2,521.0 $243K 0.02% NEW $96.49 -4.6%
94 VO VANGUARD INDEX FDS 3,015.0 $243K 0.02% NEW $80.57 +3.1%
95 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 8,976.0 $241K 0.02% NEW $26.85 -4.1%
96 OZK BANK OZK LITTLE ROCK ARK Financial Services 4,617.0 $240K 0.02% NEW $52.09 -2.6%
97 NEE NEXTERA ENERGY INC Utilities 2,732.0 $240K 0.02% NEW $87.76 -1.7%
98 KNGZ FIRST TR EXCHANGE TRADED FD 5,980.0 $240K 0.02% NEW $40.07 +5.8%
99 BRNY EA SERIES TRUST 4,105.0 $239K 0.02% NEW $58.20 +1.5%
100 FIRST HAWAIIAN INC 8,143.0 $239K 0.02% NEW $29.30
Page 5 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%