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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 2 of 19  ·  363 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PDBC INVESCO ACTVELY MNGD ETC FD 464,202.0 $8.0M 0.99% -14K -3.0% $17.32 -4.7%
22 SPHY SPDR SERIES TRUST 330,375.0 $7.7M 0.95% +157K +90.7% $23.32 +0.5%
23 XLF SELECT SECTOR SPDR TR 148,483.0 $7.3M 0.91% +143K +2765.9% $49.37 +8.5%
24 NVDA NVIDIA CORPORATION Technology 37,634.0 $6.6M 0.81% -1K -3.1% $174.40 +20.8%
25 EMB ISHARES TR 64,684.0 $6.1M 0.75% +28K +74.5% $93.93 +3.0%
26 XLB SELECT SECTOR SPDR TR 98,423.0 $4.9M 0.61% NEW $49.97 +3.7%
27 FALN ISHARES TR 156,997.0 $4.2M 0.52% +41K +34.9% $26.72 +1.8%
28 VNQ VANGUARD INDEX FDS 45,430.0 $4.0M 0.50% +19K +74.4% $88.70 +7.7%
29 MSFT MICROSOFT CORP Technology 10,704.0 $4.0M 0.49% +2K +19.8% $370.16 +2.5%
30 WMT WALMART INC Consumer Defensive 31,726.0 $3.9M 0.49% +590.0 +1.9% $124.28 -5.7%
31 AMZN AMAZON COM INC Consumer Cyclical 15,728.0 $3.3M 0.41% +3K +27.6% $208.27 +17.3%
32 TSLA TESLA INC Consumer Cyclical 8,779.0 $3.3M 0.40% +1K +15.7% $371.73 +7.7%
33 GOOGL ALPHABET INC Communication Services 11,005.0 $3.2M 0.39% +2K +24.4% $287.55 +28.0%
34 IVV ISHARES TR 4,582.0 $3.0M 0.37% +202.0 +4.6% $653.21 +14.8%
35 XLK SELECT SECTOR SPDR TR 21,789.0 $2.9M 0.36% +17K +399.4% $132.90 +44.0%
36 AVGO BROADCOM INC Technology 9,354.0 $2.9M 0.36% +1K +15.7% $309.51 +32.9%
37 SHV ISHARES TR 26,211.0 $2.9M 0.36% -3K -10.8% $110.39 -0.1%
38 COP CONOCOPHILLIPS Energy 21,283.0 $2.8M 0.35% -1K -4.8% $132.00 -18.4%
39 BONDBLOXX ETF TRUST 55,857.0 $2.7M 0.34% +18K +46.4% $49.17
40 PRSD SSGA ACTIVE TR 104,431.0 $2.6M 0.32% -860K -89.2% $25.02 -0.0%
Page 2 of 19  ·  363 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%