Impactfolio, LLC Top Holdings and 13F Report (2026) About Impactfolio, LLCInvestment ActivityImpactfolio, LLC has $235.30 million in total holdings as of March 31, 2026.Impactfolio, LLC owns shares of 35 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 4.90% of the portfolio was purchased this quarter.About 3.06% of the portfolio was sold this quarter.This quarter, Impactfolio, LLC has purchased 36 new stocks and bought additional shares in 13 stocks.Impactfolio, LLC sold shares of 8 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard ESG U.S. Stock ETF $56,104,583iShares ESG Aware MSCI EAFE ETF $40,171,955iShares ESG Aware MSCI USA ETF $36,974,623iShares ESG Advanced Total USD Bond Market ETF $27,000,450iShares ESG Aware MSCI EM ETF $22,081,529 Largest New Holdings this Quarter 14020Y201 - Capital Group Municipal Income ETF $5,745,320 Holding Largest Purchases this Quarter Capital Group Municipal Income ETF 211,614 shares (about $5.75M)iShares ESG Aware MSCI EAFE ETF 20,743 shares (about $1.98M)iShares ESG Aware MSCI EM ETF 37,185 shares (about $1.69M)iShares ESG Advanced Total USD Bond Market ETF 18,500 shares (about $804.75K)iShares ESG Aware USD Corporate Bond ETF 30,597 shares (about $707.94K) Largest Sales this Quarter iShares ESG Aware MSCI USA ETF 27,752 shares (about $3.92M)iShares National Muni Bond ETF 13,054 shares (about $1.39M)Vanguard ESG U.S. Stock ETF 10,956 shares (about $1.23M)Applied Materials 298 shares (about $101.85K)AbbVie 345 shares (about $75.03K) 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$56,104,583$1,230,030 ▼-2.1%499,72923.8%ETFESGDiShares ESG Aware MSCI EAFE ETF$40,171,955$1,983,445 ▲5.2%420,12117.1%ManufacturingESGUiShares ESG Aware MSCI USA ETF$36,974,623$3,924,681 ▼-9.6%261,45315.7%ManufacturingEUSBiShares ESG Advanced Total USD Bond Market ETF$27,000,450$804,750 ▲3.1%620,70011.5%ETFESGEiShares ESG Aware MSCI EM ETF$22,081,529$1,690,800 ▲8.3%485,6299.4%ManufacturingSUSCiShares ESG Aware USD Corporate Bond ETF$13,961,219$707,944 ▲5.3%603,3975.9%ManufacturingMUBiShares National Muni Bond ETF$7,154,726$1,385,683 ▼-16.2%67,4023.0%ETFCGMUCapital Group Municipal Income ETF$5,745,320$5,745,320 ▲New Holding211,6142.4%ETFAAPLApple$4,950,391$7,867 ▼-0.2%19,5062.1%Computer and TechnologySUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$4,428,886$259,673 ▲6.2%176,6961.9%ManufacturingSMBVanEck Short Muni ETF$2,991,590$158,018 ▲5.6%172,9241.3%ETFNUSCNuveen ESG Small-Cap ETF$2,055,869$23,702 ▲1.2%45,6250.9%ETFMSFTMicrosoft$1,260,635$5,922 ▼-0.5%3,4060.5%Computer and TechnologyVTIVanguard Total Stock Market ETF$1,089,161$10,908 ▲1.0%3,3950.5%ETFVOOVanguard S&P 500 ETF$1,076,003$14,936 ▲1.4%1,8010.5%ETFAMATApplied Materials$851,741$101,853 ▼-10.7%2,4920.4%Computer and TechnologyFDXFedEx$819,2140.0%2,3000.3%TransportationSPYSPDR S&P 500 ETF Trust$764,2990.0%1,1750.3%FinanceMETAMeta Platforms$719,7780.0%1,2580.3%Computer and TechnologySYKStryker$576,3470.0%1,7540.2%MedicalCSCOCisco Systems$387,6400.0%4,9960.2%Computer and TechnologyABBVAbbVie$382,986$75,031 ▼-16.4%1,7610.2%MedicalIVViShares Core S&P 500 ETF$378,209$7,839 ▼-2.0%5790.2%ETFLLYEli Lilly and Company$368,4200.0%4010.2%MedicalAMZNAmazon.com$338,439$83,308 ▲32.7%1,6250.1%Retail/WholesaleJNJJohnson & Johnson$335,1270.0%1,3710.1%MedicalCMFiShares California Muni Bond ETF$322,112$37,130 ▲13.0%5,6650.1%ETFJPMJPMorgan Chase & Co.$320,3970.0%1,0890.1%FinanceVIGVanguard Dividend Appreciation ETF$284,352$6,238 ▲2.2%1,3220.1%ETFVGTVanguard Information Technology ETF$279,5610.0%4010.1%ETFAMGNAmgen$246,2950.0%7000.1%MedicalVGSHVanguard Short-Term Treasury ETF$241,712$7,318 ▲3.1%4,1290.1%ETFHDHome Depot$223,6450.0%6800.1%Retail/WholesaleMAMastercard$214,6440.0%4300.1%Business ServicesVUGVanguard Growth ETF$202,6710.0%4640.1%ETFSGOViShares 0-3 Month Treasury Bond ETF$0$256,084 ▼-100.0%00.0%ETFPLDPrologis$0$207,575 ▼-100.0%00.0%FinanceShowing 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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