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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 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SRE SEMPRA Utilities 2,949.0 $273K 0.03% -49.0 -1.6% $92.70 -7.0%
62 FXL FIRST TR EXCHANGE-TRADED FD 1,250.0 $272K 0.03% -50.0 -3.9% $217.22 -1.1%
63 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 4,441.0 $269K 0.03% -3K -39.0% $60.67 +32.4%
64 SCHF SCHWAB STRATEGIC TR 9,596.0 $266K 0.03% -997.0 -9.4% $27.70 +1.7%
65 DUK DUKE ENERGY CORP NEW Utilities 1,828.0 $231K 0.02% -2K -57.4% $126.55 -2.3%
66 V VISA INC Financial Services 668.0 $229K 0.02% -129.0 -16.2% $343.32 +7.4%
Page 4 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%