Fund HoldingsImpact Partnership Wealth, LLC

Total Portfolio Value
$1.03B
Total Bought
$371.94M
Total Sold
$383.74M
Net Transaction
-$11.80M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SPDR SERIES TRUST
ST STR BLO 1 ETF
186,8841,688,043+1,501,15917,126154,69215.04%+137,566
SSGA ACTIVE TR
ST ST SH DU ETF
104,4311,491,278+1,386,8472,61337,3423.63%+34,729
SELECT SECTOR SPDR TR
ST STR SVC ETF
1,880223,779+221,89920823,9732.33%+23,765
SELECT SECTOR SPDR TR
ST STR FINL ETF
148,483314,470+165,9877,33116,8591.64%+9,528
SPDR SERIES TRUST
ST STR P400MID
646,479687,877+41,39838,28546,4734.52%+8,188
SELECT SECTOR SPDR TR
ST STR TECHN ETF
21,78949,230+27,4412,8969,3790.91%+6,484
MICRON TECHNOLOGY INC(MU)1,3692,477+1,1084632,8590.28%+2,397
FRANKLIN TEMPLETON ETF TR
FTSE JAPAN ETF
328,334357,565+29,23111,87914,2131.38%+2,334
TRAVELERS COMPANIES INC(TRV)06,611+6,61102,1820.21%+2,182
CHENIERE ENERGY INC(LNG)08,412+8,41202,0110.20%+2,011
TARGET CORP(TGT)3,86518,380+14,5154682,4010.23%+1,932
IQVIA HLDGS INC(IQV)1,29511,020+9,7252212,1290.21%+1,908
EOG RES INC(EOG)3,19117,604+14,4134612,2840.22%+1,823
EXPAND ENERGY CORPORATION(EXE)019,632+19,63201,7900.17%+1,790
ISHARES TR143,460162,750+19,29013,62215,3831.50%+1,762
UBIQUITI INC(UI)03,116+3,11601,6640.16%+1,664
PAYPAL HLDGS INC(PYPL)8,13046,781+38,6513632,0160.20%+1,652
INTUIT(INTU)06,220+6,22001,6230.16%+1,623
TAPESTRY INC(TPR)011,007+11,00701,6110.16%+1,611
APPLE INC(AAPL)48,92948,413-51612,41814,0091.36%+1,591
BRISTOL-MYERS SQUIBB CO(BMY)8,92035,952+27,0325412,0720.20%+1,531
DEVON ENERGY CORP NEW(DVN)036,235+36,23501,4970.15%+1,497
MCKESSON CORP(MCK)1,1193,063+1,9449682,3140.22%+1,346
ALPHABET INC(GOOG)11,00512,610+1,6053,1644,5060.44%+1,342
SNAP ON INC(SNA)03,185+3,18501,2820.12%+1,282
BONDBLOXX ETF TRUST
PRIVA CR CLO ETF
55,85779,552+23,6952,7463,9680.39%+1,221
BERKLEY W R CORP4,70821,389+16,6813121,5090.15%+1,197
ADVANCED MICRO DEVICES INC(AMD)2,8693,040+1715841,7660.17%+1,182
EMCOR GROUP INC(EME)01,314+1,31401,0900.11%+1,090
BORGWARNER INC015,823+15,82301,0510.10%+1,051
ABBVIE INC(ABBV)1,6405,512+3,8723571,3870.13%+1,030
HF SINCLAIR CORP(DINO)014,724+14,72401,0260.10%+1,026
IRIDIUM COMMUNICATIONS INC(IRDM)018,459+18,45901,0120.10%+1,012
DECKERS OUTDOOR CORP(DECK)010,083+10,08301,0010.10%+1,001
PROGRESSIVE CORP(PGR)9,46012,975+3,5151,8752,8340.28%+959
PRICE T ROWE GROUP INC(TROW)12,53417,996+5,4621,1302,0460.20%+916
FIRST AMERN FINL CORP(FAF)013,297+13,29709120.09%+912
MARVELL TECHNOLOGY INC(MRVL)4,2314,380+1494191,3050.13%+886
NATIONAL FUEL GAS CO(NFG)011,256+11,25608690.08%+869
AMGEN INC(AMGN)2,6184,939+2,3219211,7880.17%+867
TESLA INC(TSLA)8,7799,802+1,0233,2634,1230.40%+859
ABBOTT LABORATORIES09,450+9,45008570.08%+857
MILLROSE PPTYS INC(MRP)028,071+28,07108440.08%+844
NEW YORK TIMES CO MTN BE(NYT)011,849+11,84908290.08%+829
TORO CO(TORO)08,504+8,50408280.08%+828
SYSCO CORP(SYY)09,814+9,81408200.08%+820
ELI LILLY & CO(LLY)2,3262,446+1202,1402,9330.29%+794
MURPHY USA INC(MUSA)01,470+1,47007920.08%+792
OSHKOSH CORP(OSK)05,151+5,15107910.08%+791
CROWDSTRIKE HLDGS INC(CRWD)8721,455+5833401,1100.11%+770
SERIES PORTFOLIOS TR
ELDRIDGE BBB B
84,650110,679+26,0292,1712,9240.28%+753
JANUS DETROIT STR TR
B-BBB CLO ETF
49,35564,190+14,8352,3003,0390.30%+739
ILLINOIS TOOL WKS INC(ITW)02,721+2,72107360.07%+736
BROADCOM INC(AVGO)9,3549,609+2552,8953,6300.35%+735
FLEXSHARES TR
HIG YLD VL ETF
55,63873,594+17,9562,2292,9630.29%+734
ISHARES TR
0-5YR HI YL CP
46,69463,836+17,1421,9762,7070.26%+732
TRUIST FINL CORP(TFC)014,664+14,66407310.07%+731
RANGE RES CORP(RRC)019,583+19,58307280.07%+728
ANGLOGOLD ASHANTI PLC(AU)12,79724,275+11,4781,2461,9640.19%+718
MORGAN STANLEY ETF TRUST
EATON VANCE FLTG
48,45162,843+14,3922,3343,0480.30%+714
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
48,29564,211+15,9162,1642,8730.28%+710
ETSY INC(ETSY)09,345+9,34507040.07%+704
SIMPLIFY EXCHANGE TRADED FUN
TREASURY OPT INC
100,402130,452+30,0502,3603,0550.30%+695
INVESCO EXCH TRADED FD TR II
SR LN ETF
108,103142,291+34,1882,2062,8980.28%+692
JABIL INC(JBL)5,3655,459+941,4252,1040.20%+679
INTEL CORP(INTC)04,816+4,81606720.07%+672
INTERNATIONAL BUSINESS MACHS(IBM)4,5466,306+1,7601,1021,7730.17%+671
AMAZON COM INC(AMZN)15,72816,535+8073,2763,9410.38%+665
GENTEX CORP(GNTX)026,141+26,14106610.06%+661
DOUBLEVERIFY HLDGS INC(DV)060,564+60,56406570.06%+657
SIMON PPTY GROUP INC NEW(SPG)02,847+2,84706370.06%+637
HOME DEPOT INC(HD)4,2405,744+1,5041,3942,0260.20%+631
SMITH A O CORP(AOS)010,029+10,02906290.06%+629
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
1,7693,449+1,6804201,0450.10%+625
ISHARES TR4,5824,821+2392,9933,6100.35%+617
JANUS HENDERSON GROUP PLC011,652+11,65206050.06%+605
CHEWY INC(CHWY)030,134+30,13405920.06%+592
SPACE EXPLORATION TECHN CORP03,461+3,46105910.06%+591
SSGA ACTIVE ETF TR
ST STR BL LN ETF
42,99257,494+14,5021,7262,3160.23%+591
KEURIG DR PEPPER INC(KDP)017,952+17,95205880.06%+588
KYNDRYL HLDGS INC(KD)051,738+51,73805850.06%+585
PALO ALTO NETWORKS INC(PANW)1,8752,577+7023018790.09%+578
PIMCO ETF TR
MULTISECTOR BD
62,74083,593+20,8531,6442,2170.22%+573
COHERENT CORP(COHR)3,1333,343+2107461,3190.13%+572
MCDONALDS CORP(MCD)9903,247+2,2573088780.09%+570
ISHARES INC39,89452,565+12,6711,5712,1380.21%+567
VANECK ETF TRUST
CLO ETF
37,08347,510+10,4271,9542,5160.24%+561
JANUS DETROIT STR TR
HENDRSON AAA CL
37,69948,721+11,0221,8992,4600.24%+561
RINGCENTRAL INC(RNG)014,169+14,16905520.05%+552
CHUBB LIMITED
COM
5,0646,456+1,3921,6512,2000.21%+549
FTI CONSULTING INC(FCN)03,582+3,58205340.05%+534
CHEVRON CORPORATION(CVX)4,3538,570+4,2179011,4200.14%+520
BLACKROCK ETF TRUST II35,23544,872+9,6371,8302,3490.23%+519
PUBLIC STORAGE(PSA)7782,292+1,5142117290.07%+519
AVALONBAY CMNTYS INC02,729+2,72905150.05%+515
FORTINET INC(FTNT)5,0056,007+1,0024099230.09%+514
ARCHER DANIELS MIDLAND CO06,691+6,69105110.05%+511
PRIMERICA INC(PRI)01,796+1,79605100.05%+510
BLACKROCK ETF TRUST II35,18144,728+9,5471,8242,3220.23%+498
HERSHEY CO(HSY)02,839+2,83904980.05%+498
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Impact Partnership Wealth, LLC — 13F Holdings — Q2 2026 | TickerTrail