IMPACTfolio, LLC
Q3 2025 13F Holdings
- Locationdenver, CO
- Num holdings
40
- Value ($000)
$231,845
- Date Filed 10/03/2025
- Form type13F-HR
- CIK 0001896447
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
E VANGUARD WORLD FD | ESG US STK ETF | 921910733 | $59.34M | 26 % | 501,046 | ||
E ISHARES TR | ESG AWR MSCI USA | 46435G425 | $42.45M | 18 % | 291,549 | ||
E ISHARES TR | ESG AW MSCI EAFE | 46435G516 | $35.72M | 15 % | 384,182 | ||
E ISHARES TR | ESG ADV TTL USD | 46436E619 | $22.96M | 10 % | 522,656 | ||
E ISHARES INC | ESG AWR MSCI EM | 46434G863 | $21.04M | 9 % | 484,463 | ||
S ISHARES TR | ESG AWRE USD ETF | 46435G193 | $11.88M | 5 % | 504,115 | ||
M ISHARES TR | NATIONAL MUN ETF | 464288414 | $8.04M | 4 % | 75,481 | ||
A APPLE INC | COM | 037833100 | $5.04M | 2 % | 19,795 | ||
S ISHARES TR | ESG AWRE 1 5 YR | 46435G243 | $3.70M | 2 % | 146,112 | ||
S VANECK ETF TRUST | VANECK SHRT MUNI | 92189F528 | $2.78M | 1 % | 159,853 |
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