IMPACTfolio, LLC 13F Holdings
CIK 0001896447 · DENVER, CO
As of Sep 30, 2025, IMPACTfolio, LLC reported 40 positions worth $231.8M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD ESG US STOCK ETF | ESGV | — | 501,046 | $59.3M | 25.60% |
| ISHARES ESG AWARE MSCI USA ETF | ESGU | — | 291,549 | $42.4M | 18.31% |
| ISHARES ESG AWARE MSCI EAFE ETF | ESGD | — | 384,182 | $35.7M | 15.41% |
| ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF | EUSB | — | 522,656 | $23.0M | 9.90% |
| ISHARES ESG AWARE MSCI EM ETF | ESGE | — | 484,463 | $21.0M | 9.07% |
| ISHARES ESG AWARE USD CORPORATE BOND ETF | SUSC | — | 504,115 |