13FINSIGHT
13F Insight
FilersStocks13FActivistsInsider
Login
13FINSIGHT
13F Insight
FilersStocks13FActivistsInsider
Login
Filers›Asset Manager›IMPACTfolio, LLC
DOSSIER · 13F-HR · Q1 2026

IMPACTfolio, LLC

IMPACTfolio's asset manager based in Boston, MA — $235M in tracked AUM across 35 positions as of Q1 2026.

I
IMPACTfolio·Boston, MA·Asset Manager
CIK 0001896447 · last filed Mar 31, 2026
Total AUM
$235M
▼ 7.8%
vs prior
Holdings
35
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
Top sector
Tech
51% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

IMPACTfolio, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
ESGV
VANGUARD WORLD FD
$56M500K23.8%
02
ESGD
ISHARES TR
$40M420K17.1%
03
ESGU
ISHARES TR
$37M261K15.7%
04
EUSB
ISHARES TR
$27M621K11.5%
05
ESGE
ISHARES INC
$22M486K9.4%
06
SUSC
ISHARES TR
$14M603K5.9%
07
MUB
ISHARES TR
$7M67K3.0%
08
CGMU
CAPITAL GRP FIXED INCM ETF T
$6M212K2.4%
09
AAPL
APPLE INC
$5M20K2.1%
10
SUSB
ISHARES TR
$4M177K1.9%

Filing history

Filing history loading…
AI Agent · grounded in IMPACTfolio,
haiku-4-5 · 35 positions indexed
Sector mix
  • Tech51%
  • Cons. Disc.10%
  • Communications18%
  • Industrials24%
  • Energy7%
FilersStocks13FActivistsInsiderResearchLearnNewsPricingTermsPrivacyContact

© 2026 13F Insight — Track smart money. Ask the AI Agent.

Listed on Turbo0Featured on Findly ToolsFeatured on toolfame.comFeatured on saasfame.comFeatured on Gets.ToolsZ-ImageFeatured On Micro SaaS ExamplesListed on MarketingDBFeatured on SaasDBFeatured on FazierBusiness Services - OnToplist.comFeatured on SubmitMySaasFeatured on ToolDirsFeatured on ToolfioFeatured on Twelve ToolsListed on uno directoryFeatured on Dang.aiFeatured on ToolPilotFeatured on Startup FameFeatured on PostmakeFeatured on Code.Market