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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 3 of 22  ·  439 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HYGV FLEXSHARES TR 73,594.0 $3.0M 0.29% +18K +32.3% $40.26 -0.4%
42 LLY ELI LILLY & CO Healthcare 2,446.0 $2.9M 0.28% +120.0 +5.2% $1199.25 +2.2%
43 CLOZ SERIES PORTFOLIOS TR 110,679.0 $2.9M 0.28% +26K +30.8% $26.42 -0.5%
44 BKLN INVESCO EXCH TRADED FD TR II 142,291.0 $2.9M 0.28% +34K +31.6% $20.37 +0.8%
45 FTSL FIRST TR EXCHANGE-TRADED FD 64,211.0 $2.9M 0.28% +16K +33.0% $44.75 +0.5%
46 MU MICRON TECHNOLOGY INC Technology 2,477.0 $2.9M 0.28% +1K +80.9% $1154.34 -18.5%
47 PGR PROGRESSIVE CORP Financial Services 12,975.0 $2.8M 0.28% +4K +37.2% $218.45 -5.1%
48 SHV ISHARES TR 25,228.0 $2.8M 0.27% -983.0 -3.8% $110.35 -0.1%
49 COP CONOCOPHILLIPS Energy 26,092.0 $2.7M 0.26% +5K +22.6% $103.96 +24.8%
50 SHYG ISHARES TR 63,836.0 $2.7M 0.26% +17K +36.7% $42.41 -0.5%
51 META META PLATFORMS INC Communication Services 4,669.0 $2.6M 0.26% +780.0 +20.1% $563.32 -3.5%
52 CLOI VANECK ETF TRUST 47,510.0 $2.5M 0.24% +10K +28.1% $52.95 -0.2%
53 JAAA JANUS DETROIT STR TR 48,721.0 $2.5M 0.24% +11K +29.2% $50.49 +0.2%
54 TGT TARGET CORP Consumer Defensive 18,380.0 $2.4M 0.23% +15K +375.6% $130.61 +16.7%
55 BINC BLACKROCK ETF TRUST II 45,021.0 $2.4M 0.23% +10K +27.8% $52.34 -0.7%
56 CLOA BLACKROCK ETF TRUST II 44,728.0 $2.3M 0.23% +10K +27.1% $51.91 -0.1%
57 SRLN SSGA ACTIVE ETF TR 57,494.0 $2.3M 0.23% +15K +33.7% $40.29 +0.5%
58 MCK MCKESSON CORP Healthcare 3,063.0 $2.3M 0.23% +2K +173.7% $755.59 +15.0%
59 EOG EOG RES INC Energy 17,604.0 $2.3M 0.22% +14K +451.7% $129.73 +14.6%
60 PYLD PIMCO ETF TR 83,593.0 $2.2M 0.22% +21K +33.2% $26.52 -1.4%
Page 3 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%