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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 9 of 22  ·  439 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CART MAPLEBEAR INC Consumer Cyclical 17,858.0 $846K 0.08% +3K +21.8% $47.35 +7.9%
162 MILLROSE PPTYS INC 28,071.0 $844K 0.08% NEW $30.05
163 ALGN ALIGN TECHNOLOGY INC Healthcare 4,971.0 $838K 0.08% -563.0 -10.2% $168.66 -5.8%
164 HPE HEWLETT PACKARD ENTERPRISE C Technology 18,468.0 $833K 0.08% -12K -39.8% $45.11 +17.3%
165 NYT NEW YORK TIMES CO MTN BE Communication Services 11,849.0 $829K 0.08% NEW $69.98 -6.7%
166 TTC TORO CO Industrials 8,504.0 $828K 0.08% NEW $97.42 +0.4%
167 SPYG SPDR SERIES TRUST 6,942.0 $826K 0.08% +640.0 +10.2% $118.99 +0.7%
168 UAUG INNOVATOR ETFS TRUST 19,523.0 $822K 0.08% $42.08 +1.8%
169 SYY SYSCO CORP Consumer Defensive 9,814.0 $820K 0.08% NEW $83.58 -0.6%
170 SPYV SPDR SERIES TRUST 13,222.0 $804K 0.08% +1K +9.0% $60.79 +4.0%
171 PM PHILIP MORRIS INTL INC Consumer Defensive 4,387.0 $794K 0.08% +2K +61.3% $180.91 +5.9%
172 MUSA MURPHY USA INC Consumer Cyclical 1,470.0 $792K 0.08% NEW $538.87 +5.8%
173 OSK OSHKOSH CORP Industrials 5,151.0 $791K 0.08% NEW $153.47 -0.5%
174 BA BOEING CO Industrials 3,646.0 $789K 0.08% +164.0 +4.7% $216.49 -0.6%
175 ILMN ILLUMINA INC Healthcare 4,403.0 $774K 0.07% -7K -60.3% $175.85 +21.3%
176 DDS DILLARDS INC Consumer Cyclical 1,464.0 $774K 0.07% +122.0 +9.1% $528.42 +13.2%
177 VEA VANGUARD TAX-MANAGED FDS 10,812.0 $770K 0.07% +588.0 +5.8% $71.25 +2.2%
178 BERKSHIRE HATHAWAY INC DEL 1.0 $749K 0.07% $748850.00
179 FIIG FIRST TR EXCHANGE-TRADED FD 36,140.0 $748K 0.07% -2K -6.0% $20.71 -1.3%
180 MDT MEDTRONIC PLC Healthcare 9,436.0 $738K 0.07% +4K +76.0% $78.23 +18.0%
Page 9 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%