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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 1 of 22  ·  439 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BIL SPDR SERIES TRUST 1,688,043.0 $154.7M 15.04% +1.5M +803.3% $91.64 -0.1%
2 QQQ INVESCO QQQ TR Financial Services 75,712.0 $55.8M 5.42% -39K -33.9% $736.40 -2.5%
3 VGK VANGUARD INTL EQUITY INDEX F 588,208.0 $52.1M 5.06% -237K -28.7% $88.54 +3.5%
4 SPMD SPDR SERIES TRUST 687,948.0 $46.5M 4.52% +41K +6.4% $67.56 +0.5%
5 PRSD SSGA ACTIVE TR 1,491,278.0 $37.3M 3.63% +1.4M +1328.0% $25.04 -0.3%
6 VTV VANGUARD INDEX FDS 148,872.0 $32.4M 3.15% -14K -8.7% $217.93 +4.0%
7 SPEM SPDR INDEX SHS FDS 535,689.0 $27.7M 2.70% -250K -31.8% $51.78 -0.0%
8 VUG VANGUARD INDEX FDS 287,764.0 $24.8M 2.41% +218K +310.0% $86.14 +2.1%
9 XLC SELECT SECTOR SPDR TR 223,779.0 $24.0M 2.33% +222K +10000.0% $107.13 +3.6%
10 GLD SPDR GOLD TR Financial Services 56,374.0 $20.8M 2.02% +3K +4.7% $368.38 +8.5%
11 SPTS SPDR SERIES TRUST 663,501.0 $19.2M 1.87% -336K -33.6% $29.01 -0.1%
12 SPSM SPDR SERIES TRUST 326,161.0 $18.8M 1.83% -178K -35.2% $57.67 -0.2%
13 SPTI SPDR SERIES TRUST 612,393.0 $17.4M 1.69% -256K -29.5% $28.39 -1.0%
14 XLF SELECT SECTOR SPDR TR 314,580.0 $16.9M 1.64% +166K +111.9% $53.61 +7.9%
15 MBB ISHARES TR 162,750.0 $15.4M 1.50% +19K +13.4% $94.52 -1.5%
16 FLJP FRANKLIN TEMPLETON ETF TR 357,565.0 $14.2M 1.38% +29K +8.9% $39.75 +2.4%
17 AAPL APPLE INC Technology 48,413.0 $14.0M 1.36% -516.0 -1.1% $289.36 +7.1%
18 SPY STATE STR SPDR S&P 500 ETF T Financial Services 14,923.0 $11.1M 1.08% -10K -39.6% $746.76 +2.9%
19 SPSB SPDR SERIES TRUST 321,320.0 $9.6M 0.94% -170K -34.6% $30.01 -0.2%
20 XLK SELECT SECTOR SPDR TR 49,230.0 $9.4M 0.91% +27K +125.9% $190.52 -2.7%
Page 1 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%