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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 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FPX FIRST TR EXCHANGE-TRADED FD 9,626.0 $2.0M 0.19% -4K -29.2% $206.19 -9.6%
22 WMT WALMART INC Consumer Defensive 17,025.0 $1.9M 0.19% -15K -46.3% $113.26 +1.7%
23 FIX COMFORT SYS USA INC Industrials 721.0 $1.4M 0.14% -47.0 -6.1% $1981.95 -12.3%
24 SNX TD SYNNEX CORPORATION Technology 5,028.0 $1.3M 0.13% -952.0 -15.9% $267.32 -2.8%
25 JNJ JOHNSON & JOHNSON Healthcare 5,105.0 $1.3M 0.13% -671.0 -11.6% $253.98 +6.7%
26 BERKSHIRE HATHAWAY INC DEL 2,521.0 $1.3M 0.12% -35.0 -1.4% $500.35
27 VOO VANGUARD INDEX FDS 1,826.0 $1.3M 0.12% -15.0 -0.8% $686.77 +2.7%
28 SLV ISHARES SILVER TR Financial Services 18,292.0 $978K 0.10% -3K -12.4% $53.47 +7.4%
29 FTCB FIRST TR EXCHANGE-TRADED FD 46,523.0 $970K 0.09% -832.0 -1.8% $20.86 -1.4%
30 QCOM QUALCOMM INC Technology 5,243.0 $969K 0.09% -9K -64.2% $184.78 -13.3%
31 UCON FIRST TR EXCHNG TRADED FD VI 35,592.0 $886K 0.09% -2K -6.3% $24.88 -0.8%
32 TBIL RBB FD INC 17,431.0 $869K 0.08% -1K -7.4% $49.86 +0.2%
33 ALGN ALIGN TECHNOLOGY INC Healthcare 4,971.0 $838K 0.08% -563.0 -10.2% $168.66 -0.4%
34 HPE HEWLETT PACKARD ENTERPRISE C Technology 18,468.0 $833K 0.08% -12K -39.8% $45.11 +23.5%
35 ILMN ILLUMINA INC Healthcare 4,403.0 $774K 0.07% -7K -60.3% $175.85 +7.1%
36 FIIG FIRST TR EXCHANGE-TRADED FD 36,140.0 $748K 0.07% -2K -6.0% $20.71 -1.5%
37 LSTR LANDSTAR SYS INC Industrials 3,556.0 $735K 0.07% -508.0 -12.5% $206.80 -10.0%
38 IEMG ISHARES INC 8,647.0 $716K 0.07% -220.0 -2.5% $82.84 -3.9%
39 DYNF BLACKROCK ETF TRUST 10,483.0 $713K 0.07% -4K -26.5% $68.01 +2.4%
40 GOOG ALPHABET INC Communication Services 2,011.0 $710K 0.07% -141.0 -6.5% $353.27 -3.4%
Page 2 of 4  ·  66 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%