Impactfolio, LLC Top Holdings and 13F Report (2025) About Impactfolio, LLCInvestment ActivityImpactfolio, LLC has $231.85 million in total holdings as of September 30, 2025.Impactfolio, LLC owns shares of 40 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 6.63% of the portfolio was purchased this quarter.About 3.04% of the portfolio was sold this quarter.This quarter, Impactfolio, LLC has purchased 34 new stocks and bought additional shares in 16 stocks.Impactfolio, LLC sold shares of 8 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard ESG U.S. Stock ETF $59,343,855iShares ESG Aware MSCI USA ETF $42,449,524iShares ESG Aware MSCI EAFE ETF $35,721,271iShares ESG Advanced Total USD Bond Market ETF $22,955,052iShares ESG Aware MSCI EM ETF $21,035,373 Largest New Holdings this Quarter 233051143 - Xtrackers S&P 500 Scored & Screened ETF $1,982,191 Holding67092P201 - Nuveen ESG Large-Cap Growth ETF $1,909,341 Holding46625H100 - JPMorgan Chase & Co. $343,503 Holding532457108 - Eli Lilly and Company $305,624 Holding921908844 - Vanguard Dividend Appreciation ETF $279,059 Holding Largest Purchases this Quarter iShares ESG Aware MSCI EM ETF 66,209 shares (about $2.87M)Xtrackers S&P 500 Scored & Screened ETF 33,020 shares (about $1.98M)iShares ESG Advanced Total USD Bond Market ETF 43,732 shares (about $1.92M)iShares ESG Aware MSCI USA ETF 13,136 shares (about $1.91M)Nuveen ESG Large-Cap Growth ETF 19,199 shares (about $1.91M) Largest Sales this Quarter iShares ESG Aware 1-5 Year USD Corporate Bond ETF 86,936 shares (about $2.20M)Vanguard Tax-Exempt Bond ETF 20,238 shares (about $1.01M)iShares ESG Aware MSCI EAFE ETF 6,140 shares (about $570.90K)Apple 459 shares (about $116.87K)Meta Platforms 102 shares (about $74.91K) 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 U.S. Stock ETF$59,343,855$644,787 ▲1.1%501,04625.6%ETFESGUiShares ESG Aware MSCI USA ETF$42,449,524$1,912,601 ▲4.7%291,54918.3%ManufacturingESGDiShares ESG Aware MSCI EAFE ETF$35,721,271$570,898 ▼-1.6%384,18215.4%ManufacturingEUSBiShares ESG Advanced Total USD Bond Market ETF$22,955,052$1,920,709 ▲9.1%522,6569.9%ETFESGEiShares ESG Aware MSCI EM ETF$21,035,373$2,874,793 ▲15.8%484,4639.1%ManufacturingSUSCiShares ESG Aware USD Corporate Bond ETF$11,876,949$900,510 ▲8.2%504,1155.1%ManufacturingMUBiShares National Muni Bond ETF$8,038,024$789,735 ▲10.9%75,4813.5%ETFAAPLApple$5,040,283$116,872 ▼-2.3%19,7952.2%Computer and TechnologySUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$3,698,095$2,200,350 ▼-37.3%146,1121.6%ManufacturingSMBVanEck Short Muni ETF$2,784,647$55,413 ▲2.0%159,8531.2%ETFSNPEXtrackers S&P 500 Scored & Screened ETF$1,982,191$1,982,191 ▲New Holding33,0200.9%ETFNULGNuveen ESG Large-Cap Growth ETF$1,909,341$1,909,341 ▲New Holding19,1990.8%ETFNUSCNuveen ESG Small-Cap ETF$1,895,019$207,578 ▲12.3%42,9710.8%ETFMSFTMicrosoft$1,772,192$518 ▲0.0%3,4220.8%Computer and TechnologyVOOVanguard S&P 500 ETF$1,144,932$612 ▲0.1%1,8700.5%ETFVTIVanguard Total Stock Market ETF$1,102,9910.0%3,3610.5%ETFMETAMeta Platforms$923,887$74,910 ▼-7.5%1,2580.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$782,8210.0%1,1750.3%FinanceSYKStryker$648,4010.0%1,7540.3%MedicalAMATApplied Materials$599,683$29,278 ▼-4.7%2,9290.3%Computer and TechnologyFDXFedEx$542,3630.0%2,3000.2%TransportationABBVAbbVie$487,609$182,911 ▲60.0%2,1060.2%MedicalIVViShares Core S&P 500 ETF$395,556$26,103 ▲7.1%5910.2%ETFZTSZoetis$343,998$14,339 ▼-4.0%2,3510.1%MedicalJPMJPMorgan Chase & Co.$343,503$343,503 ▲New Holding1,0890.1%FinanceCSCOCisco Systems$341,8260.0%4,9960.1%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$328,059$1,013,318 ▼-75.5%6,5520.1%ETFLLYEli Lilly and Company$305,624$305,624 ▲New Holding4010.1%MedicalVGTVanguard Information Technology ETF$299,158$38,794 ▲14.9%4010.1%ETFCMFiShares California Muni Bond ETF$283,603$2,453 ▲0.9%4,9720.1%ETFVIGVanguard Dividend Appreciation ETF$279,059$279,059 ▲New Holding1,2930.1%ETFHDHome Depot$275,529$275,529 ▲New Holding6800.1%Retail/WholesaleAMZNAmazon.com$268,973$9,881 ▲3.8%1,2250.1%Retail/WholesaleJNJJohnson & Johnson$254,211$254,211 ▲New Holding1,3710.1%MedicalSGOViShares 0-3 Month Treasury Bond ETF$253,525$2,718 ▲1.1%2,5180.1%ETFMAMastercard$244,3500.0%4300.1%Business ServicesINTCIntel$242,835$242,835 ▲New Holding7,2380.1%Computer and TechnologyVGSHVanguard Short-Term Treasury ETF$224,807$1,707 ▼-0.8%3,8200.1%ETFVUGVanguard Growth ETF$222,5390.0%4640.1%ETFLAM RESEARCH CORP$203,528$203,528 ▲New Holding1,5200.1%COM NEWIAUiShares Gold Trust$0$2,577,588 ▼-100.0%00.0%FinanceNVDANVIDIA$0$234,931 ▼-100.0%00.0%Computer and TechnologyTTTrane Technologies$0$211,269 ▼-100.0%00.0%ConstructionShowing 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. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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