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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 18 of 22  ·  439 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 THIR THOR FINL TECHNOLOGIES TR 8,937.0 $308K 0.03% $34.50 -0.5%
342 BRX BRIXMOR PPTY GROUP INC Real Estate 9,648.0 $304K 0.03% NEW $31.53 -6.1%
343 ADI ANALOG DEVICES INC Technology 765.0 $304K 0.03% +78.0 +11.3% $397.39 -5.2%
344 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,032.0 $303K 0.03% +73.0 +7.6% $293.30 +3.4%
345 VWO VANGUARD INTL EQUITY INDEX F 5,024.0 $300K 0.03% NEW $59.69 -0.1%
346 VV VANGUARD INDEX FDS 869.0 $299K 0.03% +66.0 +8.2% $343.99 +2.8%
347 GE GE AEROSPACE Industrials 799.0 $298K 0.03% +34.0 +4.4% $373.56 +0.4%
348 SMA SMARTSTOP SELF STORAG REIT I Real Estate 9,131.0 $297K 0.03% $32.50 +5.0%
349 SCHD SCHWAB STRATEGIC TR 9,283.0 $294K 0.03% NEW $31.71 +8.8%
350 VRTX VERTEX PHARMACEUTICALS INC Healthcare 592.0 $294K 0.03% +131.0 +28.4% $496.77 +6.3%
351 BAMG NORTHERN LTS FD TR IV 6,432.0 $291K 0.03% -92.0 -1.4% $45.28 -1.3%
352 GILD GILEAD SCIENCES INC Healthcare 2,268.0 $287K 0.03% -11K -83.4% $126.34 +13.5%
353 JEPI J P MORGAN EXCHANGE TRADED F 5,017.0 $283K 0.03% NEW $56.48 +2.4%
354 SOUTHSTATE BK CORP 2,833.0 $283K 0.03% NEW $99.90
355 CRWV COREWEAVE INC Technology 2,788.0 $278K 0.03% NEW $99.55 -6.4%
356 SRE SEMPRA Utilities 2,949.0 $273K 0.03% -49.0 -1.6% $92.70 -6.0%
357 ASML ASML HLDG NV Technology 137.0 $273K 0.03% NEW $1989.44 -9.4%
358 FXL FIRST TR EXCHANGE-TRADED FD 1,250.0 $272K 0.03% -50.0 -3.9% $217.22 -0.1%
359 VYM VANGUARD WHITEHALL FDS 1,712.0 $271K 0.03% NEW $158.07 +4.7%
360 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 4,441.0 $269K 0.03% -3K -39.0% $60.67 +24.9%
Page 18 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%