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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 5 of 19  ·  363 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FSLR FIRST SOLAR INC Energy 7,231.0 $1.4M 0.18% +6K +665.2% $197.26 +30.6%
82 JBL JABIL INC Technology 5,365.0 $1.4M 0.18% +446.0 +9.1% $265.62 +40.0%
83 SLV ISHARES SILVER TR Financial Services 20,872.0 $1.4M 0.18% -2K -9.8% $68.14 -12.7%
84 CAH CARDINAL HEALTH INC Healthcare 6,699.0 $1.4M 0.17% NEW $211.30 +5.0%
85 JNJ JOHNSON & JOHNSON Healthcare 5,776.0 $1.4M 0.17% +1K +28.6% $244.43 -6.6%
86 HD HOME DEPOT INC Consumer Cyclical 4,240.0 $1.4M 0.17% -1K -25.4% $328.88 +1.6%
87 EA ELECTRONIC ARTS INC Communication Services 6,802.0 $1.4M 0.17% +6K +469.2% $203.87 -0.8%
88 APP APPLOVIN CORP Technology 3,472.0 $1.4M 0.17% +1K +70.2% $398.02 +18.0%
89 SPYM SPDR SERIES TRUST 17,855.0 $1.4M 0.17% +7K +60.6% $76.54 +14.8%
90 ILMN ILLUMINA INC Healthcare 11,080.0 $1.4M 0.17% +8K +235.8% $123.26 +31.4%
91 ETHA ISHARES ETHEREUM TR Financial Services 86,016.0 $1.4M 0.17% +18K +25.9% $15.83 -18.6%
92 TECHNIPFMC PLC 19,511.0 $1.3M 0.17% -2K -10.9% $69.13
93 PLTR PALANTIR TECHNOLOGIES INC Technology 9,041.0 $1.3M 0.16% +84.0 +0.9% $146.28 -12.2%
94 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 21,512.0 $1.3M 0.16% NEW $61.35 -28.8%
95 FOXA FOX CORP Communication Services 22,436.0 $1.3M 0.16% NEW $58.40 -10.6%
96 CF CF INDUSTRIES HOLD Basic Materials 10,088.0 $1.3M 0.16% -3K -25.4% $129.84 -20.7%
97 EXPE EXPEDIA GROUP INC Consumer Cyclical 5,539.0 $1.3M 0.16% +617.0 +12.5% $230.87 +4.3%
98 ANGLOGOLD ASHANTI PLC 12,797.0 $1.2M 0.15% NEW $97.36
99 CINF CINCINNATI FINL CORP Financial Services 7,820.0 $1.2M 0.15% +2K +25.8% $157.35 +8.2%
100 BERKSHIRE HATHAWAY INC DEL 2,556.0 $1.2M 0.15% -348.0 -12.0% $479.17
Page 5 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%