Impactfolio, Llc Portfolio Stock Holdings

Impactfolio, Llc disclosed 37 stock positions valued at approximately $265.5 million in its latest SEC 13F filing. The largest holdings include VANGUARD WORLD FD, ISHARES TR, and ISHARES TR. The filing reflects positions held as of June 30, 2026 and was filed on July 22, 2026.

Report Period
June 30, 2026
No. of Stocks
37
Portfolio Value
$265.5M
Holdings by Sector
Impactfolio, Llc Portfolio Holdings in Q2 2026

37 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
VANGUARD WORLD FDESGVOther24.87%499,439-290-0.06%$66,045,789
ISHARES TRESGDOther16.66%430,343+10,222+2.43%$44,243,562
ISHARES TRESGUOther16.02%259,848-1,605-0.61%$42,529,270
ISHARES TREUSBOther10.44%638,127+17,427+2.81%$27,726,618
ISHARES INCESGEOther10.26%498,176+12,547+2.58%$27,245,261
ISHARES TRSUSCOther5.38%617,579+14,182+2.35%$14,297,819
ISHARES TRMUBOther2.81%69,350+1,948+2.89%$7,463,482
CAPITAL GRP FIXED INCM ETF TCGMUOther2.32%224,209+12,595+5.95%$6,159,021
APPLE INCAAPLTechnology2.10%19,308-198-1.02%$5,586,972
ISHARES TRSUSBOther1.71%181,238+4,542+2.57%$4,529,138
VANECK ETF TRUSTSMBOther1.14%174,525+1,601+0.93%$3,028,009
NUSHARES ETF TRNUSCOther0.91%46,108+483+1.06%$2,403,156
APPLIED MATLS INCAMATTechnology0.67%2,458-34-1.36%$1,777,134
VANGUARD INDEX FDSVOOOther0.50%1,943+142+7.88%$1,334,289
MICROSOFT CORPMSFTTechnology0.48%3,406--$1,270,341
VANGUARD INDEX FDSVTIOther0.46%3,325-70-2.06%$1,230,396
STATE STR SPDR S&P 500 ETF TSPYOther0.33%1,175--$877,675
FEDEX CORPFDXIndustrials0.27%2,300--$720,199
META PLATFORMS INCMETACommunication Services0.27%1,258--$708,662
CISCO SYS INCCSCOTechnology0.22%4,996--$586,830
STRYKER CORPORATIONSYKHealthcare0.21%1,754--$552,229
ELI LILLY & COLLYHealthcare0.18%401--$480,441
ABBVIE INCABBVHealthcare0.17%1,761--$443,122
ISHARES TRIVVOther0.16%579--$433,607
AMAZON COM INCAMZNConsumer Cyclical0.15%1,625--$387,302
VANGUARD WORLD FDVGTOther0.14%3,087+2,686+669.83%$368,920
ADVANCED MICRO DEVICES INCAMDTechnology0.13%600+600+100.00%$348,546
JPMORGAN CHASE & COJPMFinancial Services0.13%1,059-30-2.75%$346,738
JOHNSON & JOHNSONJNJHealthcare0.13%1,361-10-0.73%$345,653
ISHARES TRCMFOther0.13%5,805+140+2.47%$334,600
VANGUARD SPECIALIZED FUNDSVIGOther0.12%1,293-29-2.19%$305,997
AMGEN INCAMGNHealthcare0.10%700--$253,484
HOME DEPOT INCHDConsumer Cyclical0.09%680--$239,822
VANGUARD INDEX FDSVUGOther0.09%2,784+2,320+500.00%$239,814
VANGUARD SCOTTSDALE FDSVGSHOther0.09%4,090-39-0.94%$238,038
MASTERCARD INCORPORATEDMAFinancial Services0.08%425-5-1.16%$218,065
BROADCOM INCAVGOTechnology0.08%571+571+100.00%$215,709