Impactfolio, LLC Top Holdings and 13F Report (2025) About Impactfolio, LLCInvestment ActivityImpactfolio, LLC has $192.70 million in total holdings as of December 31, 2024.Impactfolio, LLC owns shares of 49 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 3.83% of the portfolio was purchased this quarter.About 2.88% of the portfolio was sold this quarter.This quarter, Impactfolio, LLC has purchased 53 new stocks and bought additional shares in 14 stocks.Impactfolio, LLC sold shares of 20 stocks and completely divested from 10 stocks this quarter.Largest Holdings Vanguard ESG US Stock ETF $47,786,489iShares ESG Aware MSCI USA ETF $35,379,554iShares ESG Aware MSCI EAFE ETF $30,969,400iShares ESG Advanced Total USD Bond Market ETF $18,279,017iShares ESG Aware MSCI EM ETF $10,385,548 Largest New Holdings this Quarter Real Estate Select Sector SPDR Fund $2,304,891 HoldingGilead Sciences $219,748 HoldingEdwards Lifesciences $214,983 HoldingWaters $207,378 HoldingAutomatic Data Processing $204,033 Holding Largest Purchases this Quarter Real Estate Select Sector SPDR Fund 56,673 shares (about $2.30M)iShares ESG Aware MSCI EAFE ETF 18,766 shares (about $1.43M)iShares ESG Advanced Total USD Bond Market ETF 21,727 shares (about $922.96K)iShares National Muni Bond ETF 7,722 shares (about $822.78K)iShares ESG Aware USD Corporate Bond ETF 21,371 shares (about $485.55K) Largest Sales this Quarter Nuveen ESG Small-Cap ETF 58,522 shares (about $2.45M)iShares ESG Aware MSCI USA ETF 2,518 shares (about $324.37K)Vanguard ESG US Stock ETF 1,839 shares (about $192.89K)AXS Change Finance ESG ETF 3,945 shares (about $149.79K)Nuveen ESG Large-Cap Growth ETF 1,148 shares (about $98.54K) 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 US Stock ETF$47,786,489$192,893 ▼-0.4%455,58724.8%ETFESGUiShares ESG Aware MSCI USA ETF$35,379,554$324,369 ▼-0.9%274,64318.4%ManufacturingESGDiShares ESG Aware MSCI EAFE ETF$30,969,400$1,428,843 ▲4.8%406,74316.1%ManufacturingEUSBiShares ESG Advanced Total USD Bond Market ETF$18,279,017$922,963 ▲5.3%430,2979.5%ETFESGEiShares ESG Aware MSCI EM ETF$10,385,548$93,191 ▲0.9%311,0385.4%ManufacturingSUSCiShares ESG Aware USD Corporate Bond ETF$9,289,935$485,549 ▲5.5%408,8884.8%ManufacturingMUBiShares National Muni Bond ETF$6,372,561$822,782 ▲14.8%59,8083.3%ETFAAPLApple$5,239,834$4,007 ▼-0.1%20,9242.7%Computer and TechnologySUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$2,835,387$109,989 ▲4.0%114,7931.5%ManufacturingNULGNuveen ESG Large-Cap Growth ETF$2,538,976$98,544 ▼-3.7%29,5781.3%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$2,450,127$58,323 ▼-2.3%58,2671.3%ETFSMBVanEck Short Muni ETF$2,362,524$106,232 ▲4.7%138,2401.2%ETFXLREReal Estate Select Sector SPDR Fund$2,304,891$2,304,891 ▲New Holding56,6731.2%ETFNUSCNuveen ESG Small-Cap ETF$2,071,482$2,451,016 ▼-54.2%49,4601.1%ETFMSFTMicrosoft$1,621,166$5,058 ▲0.3%3,8460.8%Computer and TechnologyVOOVanguard S&P 500 ETF$1,470,759$2,155 ▲0.1%2,7300.8%ETFVTIVanguard Total Stock Market ETF$810,899$4,927 ▼-0.6%2,7980.4%ETFMETAMeta Platforms$796,3090.0%1,3600.4%Computer and TechnologyCHGXAXS Change Finance ESG ETF$765,665$149,792 ▼-16.4%20,1650.4%ETFSPYSPDR S&P 500 ETF Trust$688,5620.0%1,1750.4%FinanceFDXFedEx$647,0590.0%2,3000.3%TransportationSYKStryker$631,5280.0%1,7540.3%MedicalAMATApplied Materials$525,132$8,294 ▲1.6%3,2290.3%Computer and TechnologyNUDMNuShares ESG International Developed Markets Equity ETF$430,339$24,950 ▲6.2%14,3160.2%ETFZTSZoetis$419,056$19,226 ▼-4.4%2,5720.2%MedicalIVViShares Core S&P 500 ETF$324,9510.0%5520.2%ETFCSCOCisco Systems$295,7630.0%4,9960.2%Computer and TechnologyCMFiShares California Muni Bond ETF$280,156$15,466 ▲5.8%4,8910.1%ETFNVDANVIDIA$268,580$15,981 ▼-5.6%2,0000.1%Computer and TechnologyCBRECBRE Group$264,155$19,431 ▼-6.9%2,0120.1%FinanceAMZNAmazon.com$258,880$21,939 ▼-7.8%1,1800.1%Retail/WholesaleABBVAbbVie$233,8420.0%1,3160.1%MedicalTTTrane Technologies$231,952$6,279 ▼-2.6%6280.1%ConstructionCMICummins$229,379$2,789 ▼-1.2%6580.1%Auto/Tires/TrucksHPEHewlett Packard Enterprise$229,214$555 ▼-0.2%10,7360.1%Computer and TechnologyVFCVF$229,193$23,692 ▼-9.4%10,6800.1%Consumer DiscretionaryMAMastercard$226,2040.0%4300.1%Business ServicesKKellanova$225,663$10,283 ▼-4.4%2,7870.1%Consumer DiscretionaryVGSHVanguard Short-Term Treasury Index ETF$224,168$3,200 ▼-1.4%3,8530.1%ETFPNRPentair$223,622$3,321 ▼-1.5%2,2220.1%Business ServicesGILDGilead Sciences$219,748$219,748 ▲New Holding2,3790.1%MedicalADSKAutodesk$216,357$10,641 ▼-4.7%7320.1%Computer and TechnologyEWEdwards Lifesciences$214,983$214,983 ▲New Holding2,9040.1%MedicalKEYSKeysight Technologies$211,068$5,301 ▲2.6%1,3140.1%Computer and TechnologyWATWaters$207,378$207,378 ▲New Holding5590.1%MedicalCMCSAComcast$204,3130.0%5,4440.1%Consumer DiscretionaryADPAutomatic Data Processing$204,033$204,033 ▲New Holding6970.1%Business ServicesGWWW.W. Grainger$202,378$202,378 ▲New Holding1920.1%Industrial ProductsCLXClorox$202,200$2,274 ▲1.1%1,2450.1%Consumer StaplesBBYBest Buy$0$228,293 ▼-100.0%00.0%Retail/WholesaleHASHasbro$0$222,746 ▼-100.0%00.0%Consumer DiscretionaryTXNTexas Instruments$0$216,485 ▼-100.0%00.0%Computer and TechnologyCHRWC.H. Robinson Worldwide$0$213,787 ▼-100.0%00.0%TransportationECLEcolab$0$210,392 ▼-100.0%00.0%Basic MaterialsVERALTO CORP$0$210,297 ▼-100.0%00.0%COM SHSLENLennar$0$208,853 ▼-100.0%00.0%ConstructionDGXQuest Diagnostics$0$208,656 ▼-100.0%00.0%MedicalADBEAdobe$0$204,523 ▼-100.0%00.0%Computer and TechnologyKOCoca-Cola$0$200,130 ▼-100.0%00.0%Consumer StaplesShowing 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. 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