BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 4 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PAYX PAYCHEX INC Industrials 3,602.0 $332K 0.04% -296.0 -7.6% $92.12 +6.6%
62 WRB BERKLEY W R CORP Financial Services 4,708.0 $312K 0.04% -10K -68.9% $66.28 +1.4%
63 LRCX LAM RESEARCH CORP Technology 1,448.0 $309K 0.04% -22.0 -1.5% $213.69 +82.1%
64 MCD MCDONALDS CORP Consumer Cyclical 990.0 $308K 0.04% -24.0 -2.4% $310.67 -10.3%
65 KMB KIMBERLY-CLARK CORP Consumer Defensive 3,099.0 $299K 0.04% -455.0 -12.8% $96.47 +6.3%
66 EXR EXTRA SPACE STORAGE INC Real Estate 2,239.0 $294K 0.04% -653.0 -22.6% $131.13 +10.8%
67 PFE PFIZER INC Healthcare 10,400.0 $292K 0.04% -20K -66.3% $28.08 -10.2%
68 VIG VANGUARD SPECIALIZED FUNDS 1,345.0 $289K 0.04% -103.0 -7.1% $215.11 +9.3%
69 KHC KRAFT HEINZ CO Consumer Defensive 12,485.0 $281K 0.04% -4K -22.8% $22.49 +1.5%
70 THIR THOR FINL TECHNOLOGIES TR 8,937.0 $277K 0.03% -2K -18.9% $31.01 +11.1%
71 FORM FORMFACTOR INC Technology 2,849.0 $276K 0.03% -4K -57.9% $96.99 +54.2%
72 HPQ HP INC Technology 13,858.0 $266K 0.03% -43K -75.4% $19.21 +22.3%
73 RDVY FIRST TR EXCHANGE TRADED FD 3,703.0 $253K 0.03% -101.0 -2.7% $68.28 +15.9%
74 VTRS VIATRIS INC Healthcare 18,392.0 $248K 0.03% -7K -26.3% $13.51 +13.8%
75 HDV ISHARES TR 1,816.0 $246K 0.03% -345.0 -16.0% $135.70 -80.1%
76 HAS HASBRO INC Consumer Cyclical 2,595.0 $243K 0.03% -989.0 -27.6% $93.61 -9.5%
77 BAMG NORTHERN LTS FD TR IV 6,524.0 $238K 0.03% -108.0 -1.6% $36.52 +22.4%
78 IQVIA HLDGS INC 1,295.0 $221K 0.03% -304.0 -19.0% $170.60
79 GLDM WORLD GOLD TR Financial Services 2,360.0 $219K 0.03% -630.0 -21.1% $92.69 -10.0%
80 NSC NORFOLK SOUTHN CORP Industrials 762.0 $219K 0.03% -58.0 -7.1% $287.00 +4.6%
Page 4 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%