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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 6 of 22  ·  439 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PG PROCTER & GAMBLE CO Consumer Defensive 10,201.0 $1.5M 0.14% +3K +35.1% $146.63 -2.2%
102 SYF SYNCHRONY FINANCIAL Financial Services 19,284.0 $1.5M 0.14% +2K +11.5% $76.05 +6.0%
103 FPXI FIRST TR EXCHANGE-TRADED FD 17,373.0 $1.5M 0.14% +1K +9.2% $83.74 -14.2%
104 TECHNIPFMC PLC 21,833.0 $1.4M 0.14% +2K +11.9% $66.30
105 FIX COMFORT SYS USA INC Industrials 721.0 $1.4M 0.14% -47.0 -6.1% $1981.95 -12.3%
106 CVX CHEVRON CORPORATION Energy 8,570.0 $1.4M 0.14% +4K +96.9% $165.75 +24.1%
107 ABBV ABBVIE INC Healthcare 5,512.0 $1.4M 0.14% +4K +236.1% $251.64 +2.9%
108 SNX TD SYNNEX CORPORATION Technology 5,028.0 $1.3M 0.13% -952.0 -15.9% $267.32 -2.8%
109 COHR COHERENT CORP Technology 3,343.0 $1.3M 0.13% +210.0 +6.7% $394.41 -22.3%
110 CHRW C H ROBINSON WORLDWIDE IN Industrials 6,972.0 $1.3M 0.13% +597.0 +9.4% $188.34 -23.2%
111 MRVL MARVELL TECHNOLOGY INC Technology 4,380.0 $1.3M 0.13% +149.0 +3.5% $297.91 -27.5%
112 JNJ JOHNSON & JOHNSON Healthcare 5,105.0 $1.3M 0.13% -671.0 -11.6% $253.98 +6.7%
113 SNA SNAP ON INC Industrials 3,185.0 $1.3M 0.12% NEW $402.45 -1.7%
114 BERKSHIRE HATHAWAY INC DEL 2,521.0 $1.3M 0.12% -35.0 -1.4% $500.35
115 LMT LOCKHEED MARTIN CORP Industrials 2,474.0 $1.3M 0.12% +1K +89.6% $509.53 +19.2%
116 VOO VANGUARD INDEX FDS 1,826.0 $1.3M 0.12% -15.0 -0.8% $686.77 +2.7%
117 ETHA ISHARES ETHEREUM TR Financial Services 103,701.0 $1.2M 0.12% +18K +20.6% $11.89 +21.4%
118 PLTR PALANTIR TECHNOLOGIES INC Technology 10,566.0 $1.2M 0.12% +2K +16.9% $116.67 +47.0%
119 EVEREST GROUP LTD 3,381.0 $1.2M 0.12% +529.0 +18.6% $357.26
120 PEP PEPSICO INC Consumer Defensive 8,797.0 $1.2M 0.12% +3K +45.7% $135.40 +3.5%
Page 6 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%