IMPACTfolio, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing, signed by N. Scott Arnold, Chief Compliance Officer and Partner, lists a total of 35 distinct securities held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with the top holdings including the iShares ESG Aware MSCI USA ETF, which comprises 263,766 shares, and the iShares ESG Aware MSCI EAFE ETF, with 449,201 shares. Other significant ETF positions include the iShares ESG Aware MSCI Emerging Markets ETF (523,939 shares) and the Vanguard World Fund ESG US Stock ETF (511,621 shares).
Among individual common stocks, the largest position is Apple Inc., with 19,132 shares. Microsoft Corporation follows with 3,416 shares, and Eli Lilly & Co. holds 401 shares. The filing indicates that all positions are held solely for investment purposes.
