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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 20 of 22  ·  439 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 8,976.0 $241K 0.02% NEW $26.85 -4.1%
382 OZK BANK OZK LITTLE ROCK ARK Financial Services 4,617.0 $240K 0.02% NEW $52.09 -2.6%
383 NEE NEXTERA ENERGY INC Utilities 2,732.0 $240K 0.02% NEW $87.76 -1.7%
384 NSC NORFOLK SOUTHN CORP Industrials 762.0 $240K 0.02% $314.59 +7.7%
385 KNGZ FIRST TR EXCHANGE TRADED FD 5,980.0 $240K 0.02% NEW $40.07 +5.8%
386 BRNY EA SERIES TRUST 4,105.0 $239K 0.02% NEW $58.20 +1.5%
387 FIRST HAWAIIAN INC 8,143.0 $239K 0.02% NEW $29.30
388 OMF ONEMAIN HLDGS INC Financial Services 3,911.0 $238K 0.02% NEW $60.96 +6.2%
389 POOL POOL CORP Industrials 1,100.0 $236K 0.02% NEW $214.91 -12.8%
390 BBWI BATH & BODY WORKS INC Consumer Cyclical 10,031.0 $232K 0.02% NEW $23.13 -13.4%
391 DUK DUKE ENERGY CORP NEW Utilities 1,828.0 $231K 0.02% -2K -57.4% $126.55 -2.0%
392 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 5,909.0 $230K 0.02% NEW $38.96 +5.6%
393 V VISA INC Financial Services 668.0 $229K 0.02% -129.0 -16.2% $343.32 +6.1%
394 GAP GAP INC Consumer Cyclical 12,261.0 $229K 0.02% NEW $18.68 +7.5%
395 AUR AURORA INNOVATION INC Technology 33,499.0 $228K 0.02% +7K +24.2% $6.82 -9.8%
396 SOXL DIREXION SHARES ETF TRUST 850.0 $227K 0.02% NEW $266.71 -51.6%
397 COLB COLUMBIA BKG SYS INC Financial Services 7,039.0 $226K 0.02% NEW $32.05 +0.3%
398 VCIT VANGUARD SCOTTSDALE FDS 2,723.0 $225K 0.02% NEW $82.64 -1.9%
399 GLDM WORLD GOLD TR Financial Services 2,804.0 $223K 0.02% +444.0 +18.8% $79.42 +8.3%
400 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 2,512.0 $223K 0.02% NEW $88.61 -32.2%
Page 20 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%