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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 17 of 22  ·  439 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 722.0 $345K 0.03% NEW $477.90 -13.5%
322 ENS ENERSYS Industrials 1,464.0 $342K 0.03% NEW $233.78 -14.2%
323 AGG ISHARES TR 3,446.0 $341K 0.03% +737.0 +27.2% $98.98 -1.6%
324 XLE SELECT SECTOR SPDR TR 6,401.0 $340K 0.03% +3K +95.0% $53.11 +19.9%
325 BLACKROCK ETF TRUST 9,269.0 $339K 0.03% +787.0 +9.3% $36.60
326 SO SOUTHERN CO Utilities 3,519.0 $337K 0.03% NEW $95.70 -3.8%
327 VCYT VERACYTE INC Healthcare 5,704.0 $335K 0.03% NEW $58.73 -30.7%
328 VIG VANGUARD SPECIALIZED FUNDS 1,391.0 $329K 0.03% +46.0 +3.4% $236.60 +3.3%
329 OGE OGE ENERGY CORP Utilities 6,659.0 $324K 0.03% NEW $48.66 -3.3%
330 GOVT ISHARES TR 14,122.0 $322K 0.03% -261.0 -1.8% $22.78 -1.5%
331 EGP EASTGROUP PPTYS INC Real Estate 1,571.0 $318K 0.03% NEW $202.49 -0.2%
332 AVDE AMERICAN CENTY ETF TR 3,556.0 $317K 0.03% +240.0 +7.2% $89.20 +4.5%
333 SIRI SIRIUSXM HOLDINGS INC Communication Services 10,712.0 $316K 0.03% NEW $29.54 -3.1%
334 HWC HANCOCK WHITNEY CORPORATION Financial Services 4,220.0 $315K 0.03% $74.72 +4.7%
335 FTCS FIRST TR EXCHANGE-TRADED FD 3,354.0 $315K 0.03% -267.0 -7.4% $93.93 +7.4%
336 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 62,933.0 $314K 0.03% $4.99 +3.2%
337 CIBR FIRST TR EXCHANGE-TRADED FD 3,468.0 $312K 0.03% NEW $89.85 +8.4%
338 XMMO INVESCO EXCHANGE TRADED FD T 1,818.0 $309K 0.03% +69.0 +4.0% $170.14 -5.3%
339 SWKS SKYWORKS SOLUTIONS INC Technology 4,554.0 $309K 0.03% NEW $67.81 -0.6%
340 ZION ZIONS BANCORPORATION NATL AS Financial Services 4,460.0 $309K 0.03% NEW $69.19 +2.5%
Page 17 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%