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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 8 of 22  ·  439 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 QCOM QUALCOMM INC Technology 5,243.0 $969K 0.09% -9K -64.2% $184.78 -12.3%
142 IEFA ISHARES TR 10,001.0 $966K 0.09% +3K +42.3% $96.58 +3.9%
143 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 24,874.0 $963K 0.09% +3K +15.6% $38.73 +57.3%
144 VZ VERIZON COMMUNICATIONS INC Communication Services 22,241.0 $942K 0.09% +9K +62.3% $42.34 +16.6%
145 FORTINET INC 6,007.0 $923K 0.09% +1K +20.0% $153.62
146 JKHY HENRY JACK & ASSOC INC Technology 6,636.0 $914K 0.09% +2K +54.4% $137.75 +18.4%
147 FAF FIRST AMERN FINL CORP Financial Services 13,297.0 $912K 0.09% NEW $68.59 +6.1%
148 MRK MERCK & CO INC Healthcare 6,993.0 $899K 0.09% +2K +52.8% $128.51 +18.5%
149 APA APA CORPORATION Energy 27,208.0 $886K 0.09% +2K +7.0% $32.57 +33.4%
150 UCON FIRST TR EXCHNG TRADED FD VI 35,592.0 $886K 0.09% -2K -6.3% $24.88 -0.7%
151 PANW PALO ALTO NETWORKS INC Technology 2,577.0 $879K 0.09% +702.0 +37.4% $341.05 +5.5%
152 MCD MCDONALDS CORP Consumer Cyclical 3,247.0 $878K 0.09% +2K +228.0% $270.33 -1.1%
153 AIZ ASSURANT INC Financial Services 3,257.0 $875K 0.09% +737.0 +29.2% $268.54 +3.7%
154 MEDP MEDPACE HLDGS INC Healthcare 1,643.0 $870K 0.09% +217.0 +15.2% $529.59 +14.9%
155 TBIL RBB FD INC 17,431.0 $869K 0.08% -1K -7.4% $49.86 +0.2%
156 NFG NATIONAL FUEL GAS CO Energy 11,256.0 $869K 0.08% NEW $77.21 +8.2%
157 SEIC SEI INVTS CO Financial Services 9,851.0 $864K 0.08% +3K +40.5% $87.71 +22.4%
158 TXN TEXAS INSTRS INC Technology 2,889.0 $861K 0.08% +292.0 +11.2% $298.11 -10.3%
159 ABT ABBOTT LABORATORIES Healthcare 9,450.0 $857K 0.08% NEW $90.74 +26.1%
160 SPAB SPDR SERIES TRUST 33,541.0 $856K 0.08% +4K +12.8% $25.52 -1.2%
Page 8 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%