account_balance

Investment manager · 13F filer · SEC CIK 1896447

IMPACTfolio, LLC

Reported value$274Mas of Sep 30, 2026
Positions35 0 new, 2 sold out
Top 10 weight93.1%ESGV alone is 25%
FiledOct 2828 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
ESGV Vanguard World Fd 25.3% Added +2%
ESGD iShares Tr 16.9% Added +4%
ESGU iShares Tr 16.0% Held
EUSB iShares Tr 10.4% Added +7%
ESGE iShares Inc 10.3% Added +5%
SUSC iShares Tr 5.3% Added +6%
MUB iShares Tr 2.7% Added +5%
AAPL Apple Inc. 2.3% Held
CGMU Capital GRP Fixed Incm ETF T 2.2% Added +6%
SUSB iShares Tr 1.7% Added +6%
SMB Vaneck ETF Trust 1.1% Added +2%
NUSC Nushares ETF Tr 0.9% Added +6%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 28, 2026, compared with the Jul 22, 2026 filing
add_circleNew

None

arrow_upwardAdded
  • EUSB +7%
  • NUSC +6%
  • SUSC +6%
  • SUSB +6%
arrow_downwardTrimmed

None

remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist