Impactfolio, LLC Top Holdings and 13F Report (2025) About Impactfolio, LLCInvestment ActivityImpactfolio, LLC has $190.29 million in total holdings as of March 31, 2025.Impactfolio, LLC owns shares of 31 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 7.55% of the portfolio was purchased this quarter.About 7.09% of the portfolio was sold this quarter.This quarter, Impactfolio, LLC has purchased 49 new stocks and bought additional shares in 10 stocks.Impactfolio, LLC sold shares of 9 stocks and completely divested from 21 stocks this quarter.Largest Holdings Vanguard ESG US Stock ETF $45,910,543iShares ESG Aware MSCI USA ETF $33,393,950iShares ESG Aware MSCI EAFE ETF $30,582,599iShares ESG Advanced Total USD Bond Market ETF $20,019,602iShares ESG Aware MSCI EM ETF $14,468,802 Largest New Holdings this Quarter 464285204 - iShares Gold Trust $2,766,285 Holding233051143 - Xtrackers S&P 500 ESG ETF $2,380,750 Holding458140100 - Intel $210,522 Holding Largest Purchases this Quarter iShares ESG Aware MSCI EM ETF 102,948 shares (about $3.60M)iShares Gold Trust 46,918 shares (about $2.77M)Xtrackers S&P 500 ESG ETF 47,209 shares (about $2.38M)iShares ESG Advanced Total USD Bond Market ETF 31,836 shares (about $1.38M)Vanguard ESG US Stock ETF 13,127 shares (about $1.29M) Largest Sales this Quarter iShares ESG Aware MSCI EAFE ETF 32,369 shares (about $2.64M)Vanguard S&P 500 ETF 862 shares (about $442.91K)Nuveen ESG Small-Cap ETF 7,947 shares (about $304.69K)Microsoft 415 shares (about $155.77K)Apple 436 shares (about $96.85K) Sector Allocation Over TimeMap of 500 Largest Holdings ofImpactfolio, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorESGVVanguard ESG US Stock ETF$45,910,543$1,285,790 ▲2.9%468,71424.1%ETFESGUiShares ESG Aware MSCI USA ETF$33,393,950$87,775 ▼-0.3%273,92317.5%ManufacturingESGDiShares ESG Aware MSCI EAFE ETF$30,582,599$2,644,222 ▼-8.0%374,37416.1%ManufacturingEUSBiShares ESG Advanced Total USD Bond Market ETF$20,019,602$1,379,136 ▲7.4%462,13310.5%ETFESGEiShares ESG Aware MSCI EM ETF$14,468,802$3,598,030 ▲33.1%413,9867.6%ManufacturingSUSCiShares ESG Aware USD Corporate Bond ETF$10,337,383$908,426 ▲9.6%448,2825.4%ManufacturingMUBiShares National Muni Bond ETF$7,449,861$1,143,707 ▲18.1%70,6553.9%ETFAAPLApple$4,551,065$96,850 ▼-2.1%20,4882.4%Computer and TechnologySUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$3,206,067$337,390 ▲11.8%128,2941.7%ManufacturingIAUiShares Gold Trust$2,766,285$2,766,285 ▲New Holding46,9181.5%FinanceSMBVanEck Short Muni ETF$2,597,620$228,873 ▲9.7%151,5971.4%ETFSNPEXtrackers S&P 500 ESG ETF$2,380,750$2,380,750 ▲New Holding47,2091.3%ETFNULGNuveen ESG Large-Cap Growth ETF$2,320,529$5,166 ▲0.2%29,6441.2%ETFNUSCNuveen ESG Small-Cap ETF$1,591,607$304,688 ▼-16.1%41,5130.8%ETFMSFTMicrosoft$1,287,791$155,766 ▼-10.8%3,4310.7%Computer and TechnologyVOOVanguard S&P 500 ETF$959,800$442,906 ▼-31.6%1,8680.5%ETFVTIVanguard Total Stock Market ETF$880,872$111,861 ▲14.5%3,2050.5%ETFMETAMeta Platforms$783,8700.0%1,3600.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$657,2500.0%1,1750.3%FinanceSYKStryker$652,9260.0%1,7540.3%MedicalFDXFedEx$560,6940.0%2,3000.3%TransportationAMATApplied Materials$454,951$13,641 ▼-2.9%3,1350.2%Computer and TechnologyZTSZoetis$416,729$6,751 ▼-1.6%2,5310.2%MedicalIVViShares Core S&P 500 ETF$310,1690.0%5520.2%ETFCSCOCisco Systems$308,3030.0%4,9960.2%Computer and TechnologyCMFiShares California Muni Bond ETF$277,404$2,139 ▲0.8%4,9290.1%ETFABBVAbbVie$275,7150.0%1,3160.1%MedicalMAMastercard$235,4620.0%4300.1%Business ServicesAMZNAmazon.com$224,5070.0%1,1800.1%Retail/WholesaleVGSHVanguard Short-Term Treasury Index ETF$213,221$12,912 ▼-5.7%3,6330.1%ETFINTCIntel$210,522$210,522 ▲New Holding9,2700.1%Computer and TechnologyESMLiShares ESG Aware MSCI USA Small-Cap ETF$0$2,450,127 ▼-100.0%00.0%ETFXLREReal Estate Select Sector SPDR Fund$0$2,304,891 ▼-100.0%00.0%ETFCHGXAXS Change Finance ESG ETF$0$765,665 ▼-100.0%00.0%ETFNUDMNuShares ESG International Developed Markets Equity ETF$0$430,339 ▼-100.0%00.0%ETFNVDANVIDIA$0$268,580 ▼-100.0%00.0%Computer and TechnologyCBRECBRE Group$0$264,155 ▼-100.0%00.0%FinanceTTTrane Technologies$0$231,952 ▼-100.0%00.0%ConstructionCMICummins$0$229,379 ▼-100.0%00.0%Auto/Tires/TrucksHPEHewlett Packard Enterprise$0$229,214 ▼-100.0%00.0%Computer and TechnologyVFCVF$0$229,193 ▼-100.0%00.0%Consumer DiscretionaryKKellanova$0$225,663 ▼-100.0%00.0%Consumer DiscretionaryPNRPentair$0$223,622 ▼-100.0%00.0%Business ServicesGILDGilead Sciences$0$219,748 ▼-100.0%00.0%MedicalADSKAutodesk$0$216,357 ▼-100.0%00.0%Computer and TechnologyEWEdwards Lifesciences$0$214,983 ▼-100.0%00.0%MedicalKEYSKeysight Technologies$0$211,068 ▼-100.0%00.0%Computer and TechnologyWATWaters$0$207,378 ▼-100.0%00.0%MedicalCMCSAComcast$0$204,313 ▼-100.0%00.0%Consumer DiscretionaryADPAutomatic Data Processing$0$204,033 ▼-100.0%00.0%Business ServicesGWWW.W. Grainger$0$202,378 ▼-100.0%00.0%IndustrialsCLXClorox$0$202,200 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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