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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 15 of 22  ·  439 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 TENB TENABLE HLDGS INC Technology 11,685.0 $431K 0.04% NEW $36.88 -1.5%
282 RTX RTX CORPORATION Industrials 2,267.0 $430K 0.04% +266.0 +13.3% $189.73 +18.8%
283 TAXX BONDBLOXX ETF TRUST 8,471.0 $430K 0.04% -350.0 -4.0% $50.74 -0.5%
284 VB VANGUARD INDEX FDS 1,416.0 $429K 0.04% +210.0 +17.4% $303.17 +0.2%
285 MKSI MKS INC. Technology 950.0 $422K 0.04% NEW $444.67 -32.5%
286 UNH UNITEDHEALTH GROUP INC Healthcare 1,005.0 $418K 0.04% -1K -59.0% $415.73 -5.2%
287 SDVY FIRST TR EXCHANGE TRADED FD 9,626.0 $415K 0.04% -1K -10.1% $43.14 +2.4%
288 CWEN CLEARWAY ENERGY INC Utilities 12,100.0 $414K 0.04% NEW $34.18 -3.1%
289 OMC OMNICOM GROUP INC Communication Services 5,673.0 $413K 0.04% NEW $72.83 +18.5%
290 IVE ISHARES TR 1,803.0 $409K 0.04% -639.0 -26.2% $227.00 +4.3%
291 CNA CNA FINL CORP Financial Services 8,408.0 $409K 0.04% +4K +72.7% $48.61 +3.5%
292 BEN FRANKLIN RESOURCES INC Financial Services 12,136.0 $404K 0.04% NEW $33.27 +2.2%
293 WSO WATSCO INC Industrials 963.0 $401K 0.04% +401.0 +71.3% $416.63 -24.7%
294 BAUG INNOVATOR ETFS TRUST 7,450.0 $399K 0.04% $53.61 +3.0%
295 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 2,223.0 $398K 0.04% NEW $178.92 +20.8%
296 IJR ISHARES TR 2,657.0 $394K 0.04% +767.0 +40.6% $148.29 -0.4%
297 EMR EMERSON ELEC CO Industrials 2,743.0 $393K 0.04% +505.0 +22.6% $143.17 +10.2%
298 LOW LOWES COS INC Consumer Cyclical 1,770.0 $390K 0.04% -233.0 -11.6% $220.55 -2.2%
299 HST HOST HOTELS & RESORTS INC Real Estate 16,352.0 $388K 0.04% -30K -64.8% $23.71 -3.3%
300 VRNS VARONIS SYS INC Technology 9,123.0 $383K 0.04% NEW $41.96 +4.2%
Page 15 of 22  ·  439 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%