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IMPACTfolio, LLC 13F holdings

Filed 2026-07-22 · IMPACTfolio, LLC · 37 positions · $265.5M

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TickerCompanySharesValue% of portfolio
ESGVVANGUARD WORLD FD499.4K$66.0M24.9%
ESGDISHARES TR430.3K$44.2M16.7%
ESGUISHARES TR259.8K$42.5M16.0%
EUSBISHARES TR638.1K$27.7M10.4%
ESGEISHARES INC498.2K$27.2M10.3%
SUSCISHARES TR617.6K$14.3M5.4%
MUBISHARES TR69.3K$7.5M2.8%
CGMUCAPITAL GRP FIXED INCM ETF T224.2K$6.2M2.3%
AAPLAPPLE INC19.3K$5.6M2.1%
SUSBISHARES TR181.2K$4.5M1.7%
SMBVANECK ETF TRUST174.5K$3.0M1.1%
NUSCNUSHARES ETF TR46.1K$2.4M0.9%
AMATAPPLIED MATLS INC2.5K$1.8M0.7%
VOOVANGUARD INDEX FDS1.9K$1.3M0.5%
MSFTMICROSOFT CORP3.4K$1.3M0.5%
VTIVANGUARD INDEX FDS3.3K$1.2M0.5%
SPYSTATE STR SPDR S&P 500 ETF T1.2K$877,6750.3%
FDXFEDEX CORP2.3K$720,1990.3%
METAMETA PLATFORMS INC1.3K$708,6620.3%
CSCOCISCO SYS INC5.0K$586,8300.2%
SYKSTRYKER CORPORATION1.8K$552,2290.2%
LLYELI LILLY & CO401$480,4410.2%
ABBVABBVIE INC1.8K$443,1220.2%
IVVISHARES TR579$433,6070.2%
AMZNAMAZON COM INC1.6K$387,3020.1%
VGTVANGUARD WORLD FD3.1K$368,9200.1%
AMDADVANCED MICRO DEVICES INC600$348,5460.1%
JPMJPMORGAN CHASE & CO1.1K$346,7380.1%
JNJJOHNSON & JOHNSON1.4K$345,6530.1%
CMFISHARES TR5.8K$334,6000.1%
VIGVANGUARD SPECIALIZED FUNDS1.3K$305,9970.1%
AMGNAMGEN INC700$253,4840.1%
HDHOME DEPOT INC680$239,8220.1%
VUGVANGUARD INDEX FDS2.8K$239,8140.1%
VGSHVANGUARD SCOTTSDALE FDS4.1K$238,0380.1%
MAMASTERCARD INCORPORATED425$218,0650.1%
AVGOBROADCOM INC571$215,7090.1%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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