IMPACTfolio, LLC Q4 2025 Filing

Filed January 7, 2026

Portfolio Value

$238.1M

Holdings

36

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (36 positions)

#StockSharesValue% PortfolioType
1
ESGVVANGUARD WORLD FD
510,685$61.8M25.94%
2
ESGUISHARES TR
289,205$43.1M18.09%
3
ESGDISHARES TR
399,378$38.0M15.95%
4
EUSBISHARES TR
602,200$26.4M11.10%
5
ESGEISHARES INC
448,444$19.8M8.32%
6
SUSCISHARES TR
572,800$13.4M5.62%
7
MUBISHARES TR
80,456$8.6M3.62%
8
AAPLAPPLE INC
19,537$5.3M2.23%
9
SUSBISHARES TR
166,336$4.2M1.76%
10
SMBVANECK ETF TRUST
163,790$2.9M1.20%
11
NUSCNUSHARES ETF TR
45,099$2.0M0.85%
12
MSFTMICROSOFT CORP
3,422$1.7M0.69%
13
VTIVANGUARD INDEX FDS
3,361$1.1M0.47%
14
VOOVANGUARD INDEX FDS
1,776$1.1M0.47%
15
METAMETA PLATFORMS INC
1,258$830K0.35%
16
SPYSPDR S&P 500 ETF TR
1,175$801K0.34%
17
AMATAPPLIED MATLS INC
2,790$717K0.30%
18
FDXFEDEX CORP
2,300$664K0.28%
19
SYKSTRYKER CORPORATION
1,754$616K0.26%
20
ABBVABBVIE INC
2,106$481K0.20%
21
LLYELI LILLY & CO
401$430K0.18%
22
IVVISHARES TR
591$404K0.17%
23
CSCOCISCO SYS INC
4,996$384K0.16%
24
JPMJPMORGAN CHASE & CO.
1,089$350K0.15%
25
VGTVANGUARD WORLD FD
401$302K0.13%
26
CMFISHARES TR
5,012$287K0.12%
27
VIGVANGUARD SPECIALIZED FUNDS
1,293$284K0.12%
28
JNJJOHNSON & JOHNSON
1,371$283K0.12%
29
AMZNAMAZON COM INC
1,225$282K0.12%
30
SGOVISHARES TR
2,551$256K0.11%
31
MAMASTERCARD INCORPORATED
430$245K0.10%
32
VGSHVANGUARD SCOTTSDALE FDS
4,004$235K0.10%
33
HDHOME DEPOT INC
680$233K0.10%
34
AMGNAMGEN INC
700$229K0.10%
35
VUGVANGUARD INDEX FDS
464$226K0.09%
36
PLDPROLOGIS INC.
1,626$207K0.09%