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Portfolio (Quarterly) Guide ↗

Impact Partnership Wealth, LLC

· CIK 0001984555
13F Portfolio $810M AUM 365 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 94 New 163 Added 92 Reduced 93 Exited
Page 2 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FTCB FIRST TR EXCHANGE-TRADED FD 47,355.0 $993K 0.12% -802.0 -1.7% $20.96 -0.1%
22 PEP PEPSICO INC Consumer Defensive 6,036.0 $937K 0.12% -868.0 -12.6% $155.29 -8.5%
23 EVEREST GROUP LTD 2,852.0 $932K 0.12% -377.0 -11.7% $326.82
24 CVX CHEVRON CORPORATION Energy 4,353.0 $901K 0.11% -3K -39.0% $206.88 -16.1%
25 UMAR INNOVATOR ETFS TRUST 22,471.0 $893K 0.11% -564.0 -2.5% $39.74 +6.2%
26 FIIG FIRST TR EXCHANGE-TRADED FD 38,465.0 $798K 0.10% -2K -4.6% $20.75 -0.0%
27 LMT LOCKHEED MARTIN CORP Industrials 1,305.0 $788K 0.10% -600.0 -31.5% $604.20 -15.4%
28 COHR COHERENT CORP Technology 3,133.0 $746K 0.09% -821.0 -20.8% $238.17 +63.6%
29 JPM JPMORGAN CHASE & CO Financial Services 2,521.0 $742K 0.09% -177.0 -6.6% $294.13 +10.6%
30 VZ VERIZON COMMUNICATIONS INC Communication Services 13,704.0 $688K 0.09% -4K -22.0% $50.20 -9.6%
31 SPYV SPDR SERIES TRUST 12,127.0 $686K 0.09% -3K -18.9% $56.58 +7.6%
32 UNH UNITEDHEALTH GROUP INC Healthcare 2,451.0 $663K 0.08% -74.0 -2.9% $270.63 +48.2%
33 GOOG ALPHABET INC Communication Services 2,152.0 $617K 0.08% -1K -36.8% $286.81 +28.1%
34 SPYG SPDR SERIES TRUST 6,302.0 $617K 0.08% -2K -25.3% $97.91 +22.1%
35 KO COCA COLA CO Consumer Defensive 7,960.0 $605K 0.07% -2K -19.1% $76.05 +4.4%
36 PSX PHILLIPS 66 Energy 3,292.0 $600K 0.07% -1K -24.9% $182.20 -8.8%
37 AMD ADVANCED MICRO DEVICES INC Technology 2,869.0 $584K 0.07% -379.0 -11.7% $203.44 +164.1%
38 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 7,285.0 $568K 0.07% -3K -32.1% $78.03 -15.0%
39 DUK DUKE ENERGY CORP NEW Utilities 4,287.0 $561K 0.07% -1K -19.2% $130.94 -5.4%
40 OKE ONEOK INC NEW Energy 5,994.0 $542K 0.07% -2K -21.7% $90.39 -5.9%
Page 2 of 5  ·  92 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 48.1%
Technology 20.2%
Healthcare 6.4%
Consumer Cyclical 5.1%
Energy 5.1%
Industrials 4.4%
Communication Services 3.5%
Consumer Defensive 3.4%
Basic Materials 1.5%
Real Estate 1.5%