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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 2 of 22  ·  439 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SGOV ISHARES TR 83,663.0 $8.4M 0.82% -43K -34.1% $100.67 -0.1%
22 PDBC INVESCO ACTVELY MNGD ETC FD 498,516.0 $7.9M 0.77% +34K +7.4% $15.88 +14.6%
23 NVDA NVIDIA CORPORATION Technology 35,045.0 $7.0M 0.68% -3K -6.9% $200.09 +9.8%
24 SPTL SPDR SERIES TRUST 229,442.0 $6.0M 0.58% -105K -31.4% $26.23 -4.8%
25 SPIB SPDR SERIES TRUST 175,700.0 $5.9M 0.57% -65K -26.9% $33.46 -1.0%
26 TIP ISHARES TR 51,813.0 $5.7M 0.55% -26K -33.2% $109.43 -2.2%
27 SPHY SPDR SERIES TRUST 229,119.0 $5.4M 0.52% -101K -30.6% $23.44 -0.7%
28 GOOGL ALPHABET INC Communication Services 12,610.0 $4.5M 0.44% +2K +14.6% $357.37 -3.7%
29 MSFT MICROSOFT CORP Technology 11,747.0 $4.4M 0.43% +1K +9.7% $373.01 +29.1%
30 TSLA TESLA INC Consumer Cyclical 9,802.0 $4.1M 0.40% +1K +11.7% $420.60 -19.9%
31 EMB ISHARES TR 41,788.0 $4.0M 0.39% -23K -35.4% $96.44 -1.9%
32 BONDBLOXX ETF TRUST 79,552.0 $4.0M 0.39% +24K +42.4% $49.88
33 AMZN AMAZON COM INC Consumer Cyclical 16,535.0 $3.9M 0.38% +807.0 +5.1% $238.34 +8.9%
34 FALN ISHARES TR 144,351.0 $3.9M 0.38% -13K -8.1% $27.24 -0.9%
35 AVGO BROADCOM INC Technology 9,609.0 $3.6M 0.35% +255.0 +2.7% $377.74 +0.6%
36 IVV ISHARES TR 4,821.0 $3.6M 0.35% +239.0 +5.2% $748.87 +3.0%
37 BUCK SIMPLIFY EXCHANGE TRADED FUN 130,452.0 $3.1M 0.30% +30K +29.9% $23.42 +0.1%
38 EVLN MORGAN STANLEY ETF TRUST 62,843.0 $3.0M 0.30% +14K +29.7% $48.51 +0.7%
39 JBBB JANUS DETROIT STR TR 64,190.0 $3.0M 0.29% +15K +30.1% $47.35 +0.4%
40 VNQ VANGUARD INDEX FDS 31,306.0 $3.0M 0.29% -14K -31.1% $96.43 +1.2%
Page 2 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%