IMPACTfolio, LLC

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
42
Quarter
2025 Q4
Top Holding
ESGV (25.9%)
Top 10 Concentration
93.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 42
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
ESGV
VANGUARD WORLD ...
ETF 25.94% 25.60% #1
Prev: #1
10.0 9,639 1.9%
P
S
510,685 $61,772,408 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ESGU
ISHARES TR
ETF 18.09% 18.31% #2
Prev: #2
7.2 -2,344 -0.8%
P
S
289,205 $43,085,757 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ESGD
ISHARES TR
ETF 15.95% 15.41% #3
Prev: #3
8.4 15,196 4.0%
P
S
399,378 $37,976,839 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EUSB
ISHARES TR
ETF 11.10% 9.90% #4
Prev: #4
6.5 79,544 15.2%
P
S
602,200 $26,442,602 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ESGE
ISHARES INC
ETF 8.32% 9.07% #5
Prev: #5
3.3 -36,019 -7.4%
P
S
448,444 $19,807,750 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SUSC
ISHARES TR
ETF 5.63% 5.12% #6
Prev: #6
4.3 68,685 13.6%
P
S
572,800 $13,394,756 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MUB
ISHARES TR
ETF 3.62% 3.47% #7
Prev: #7
3.5 4,975 6.6%
P
S
80,456 $8,617,662 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 2.23% 2.17% #8
Prev: #8
0.9 -258 -1.3%
P
S
19,537 $5,311,241 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SUSB
ISHARES TR
ETF 1.76% 1.60% #9
Prev: #9
2.7 20,224 13.8%
P
S
166,336 $4,198,321 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SMB
VANECK ETF TRUS...
ETF 1.20% 1.20% #10
Prev: #10
2.5 3,937 2.5%
P
S
163,790 $2,851,577 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NUSC
NUSHARES ETF TR
ETF 0.85% 0.82% #11 2
Prev: #13
2.4 2,128 5.0%
P
S
45,099 $2,013,677 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 0.69% 0.76% #12 2
Prev: #14
0.3 no change no change
P
S
3,422 $1,654,731 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VTI
VANGUARD INDEX ...
ETF 0.47% 0.48% #13 3
Prev: #16
0.2 no change no change
P
S
3,361 $1,126,854 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VOO
VANGUARD INDEX ...
ETF 0.47% 0.49% #14 1
Prev: #15
0.2 -94 -5.0%
P
S
1,776 $1,113,559 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
META
META PLATFORMS ...
Communication Services 0.35% 0.40% #15 2
Prev: #17
0.1 no change no change
P
S
1,258 $830,432 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
ETF 0.34% 0.34% #16 2
Prev: #18
0.1 no change no change
P
S
1,175 $801,363 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AMAT
APPLIED MATLS I...
Technology 0.30% 0.26% #17 3
Prev: #20
0.1 -139 -4.7%
P
S
2,790 $717,002 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FDX
FEDEX CORP
Industrials 0.28% 0.23% #18 3
Prev: #21
0.1 no change no change
P
S
2,300 $664,378 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SYK
STRYKER CORPORA...
Healthcare 0.26% 0.28% #19
Prev: #19
0.1 no change no change
P
S
1,754 $616,478 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ABBV
ABBVIE INC
Healthcare 0.20% 0.21% #20 2
Prev: #22
0.1 no change no change
P
S
2,106 $481,186 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LLY
ELI LILLY & CO
Healthcare 0.18% 0.13% #21 7
Prev: #28
0.1 no change no change
P
S
401 $430,469 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IVV
ISHARES TR
ETF 0.17% 0.17% #22 1
Prev: #23
0.1 no change no change
P
S
591 $404,800 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CSCO
CISCO SYS INC
Technology 0.16% 0.15% #23 3
Prev: #26
0.1 no change no change
P
S
4,996 $384,842 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JPM
JPMORGAN CHASE ...
Financial Services 0.15% 0.15% #24 1
Prev: #25
0.1 no change no change
P
S
1,089 $350,929 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VGT
VANGUARD WORLD ...
ETF 0.13% 0.13% #25 4
Prev: #29
0.1 no change no change
P
S
401 $302,023 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SNPE
DBX ETF TR
ETF 0.00% 0.85%
Sold All 😨
(Was: #11)
0.3 -33,020 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NULG
NUSHARES ETF TR
ETF 0.00% 0.82%
Sold All 😨
(Was: #12)
0.3 -19,199 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ZTS
ZOETIS INC
Healthcare 0.00% 0.15%
Sold All 😨
(Was: #24)
0.3 -2,351 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VTEB
VANGUARD MUN BD...
ETF 0.00% 0.14%
Sold All 😨
(Was: #27)
0.3 -6,552 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
INTC
INTEL CORP
Technology 0.00% 0.10%
Sold All 😨
(Was: #37)
0.3 -7,238 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LRCX
LAM RESEARCH CO...
Technology 0.00% 0.09%
Sold All 😨
(Was: #40)
0.3 -1,520 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 42 holdings

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