IMPACTfolio, LLC - Portfolio overview

IMPACTfolio, LLC has 42 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. ESGV - VANGUARD WORLD FD, 23.32%
2. ESGD - ISHARES TR, 16.70%
3. ESGU - ISHARES TR, 15.37%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.