Filed: 10/30/2025ACC: 0001824539-25-000002
📋 What this filing means
IMPACT INVESTORS, INC filed this quarterly 13F‑HR report disclosing 103 equity positions with a total reported market value of $151.86M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
103
Positions
$151.86M
Total AUM (reported)
2.44M
Total Shares
Allocation by class
COM$41.19M27.1%
PORTFOLIO LN TSR$11.09M7.3%
ISHARES NEW$10.91M7.2%
NUVEEN ESG LRGCP$9.73M6.4%
ESG AW MSCI EAFE$9.25M6.1%
USD GRN BOND ETF$7.56M5.0%
COM CL A$5.81M3.8%
Portfolio Concentration
Top 3$31.73M20.9%
4–10$38.48M25.3%
11–25$37.58M24.7%
Rest$44.07M29.0%
Top 3 weight
20.9%
Top 10 weight
46.2%
Voting Authority Distribution
Total shares with voting rights: 2.44M
Sole
Full voting authority
2.44M
shares
% of voting shares100.0%
Shared
Joint voting authority
432.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole71
Shared0
Other32
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings103
Rows:
SPDR SERIES TRUST
DFNDShares411.34K
TypeSH
Market value$11.09M
7.30%
Sole
411.34K
Shared
0.00
None
0.00
ISHARES GOLD TR
DFNDShares149.99K
TypeSH
Market value$10.91M
7.19%
Sole
149.99K
Shared
0.00
None
0.00
NUSHARES ETF TR
DFNDShares97.83K
TypeSH
Market value$9.73M
6.41%
Sole
97.83K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares99.44K
TypeSH
Market value$9.25M
6.09%
Sole
99.44K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares157.10K
TypeSH
Market value$7.56M
4.98%
Sole
157.09K
Shared
7.00
None
0.00
VICTORY PORTFOLIOS II
SOLEShares238.84K
TypeSH
Market value$5.27M
3.47%
Sole
238.84K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares174.39K
TypeSH
Market value$4.41M
2.91%
Sole
174.39K
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares21.76K
TypeSH
Market value$4.06M
2.67%
Sole
21.69K
Shared
74.00
None
0.00
ISHARES TR
SOLEShares36.34K
TypeSH
Market value$4.01M
2.64%
Sole
36.34K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares26.88K
TypeSH
Market value$3.92M
2.58%
Sole
26.88K
Shared
5.00
None
0.00
ABRDN ETFS
SOLEShares109.20K
TypeSH
Market value$3.75M
2.47%
Sole
109.20K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
DFNDShares52.02K
TypeSH
Market value$3.12M
2.06%
Sole
52.01K
Shared
11.00
None
0.00
ISHARES TR
SOLEShares24.76K
TypeSH
Market value$3.12M
2.05%
Sole
24.76K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares41.43K
TypeSH
Market value$2.75M
1.81%
Sole
41.43K
Shared
0.00
None
0.00
HIMS & HERS HEALTH INC
SOLEShares46.15K
TypeSH
Market value$2.62M
1.72%
Sole
46.15K
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares5.02K
TypeSH
Market value$2.60M
1.71%
Sole
5K
Shared
23.00
None
0.00
BROADCOM INC
SOLEShares7.61K
TypeSH
Market value$2.51M
1.65%
Sole
7.59K
Shared
13.00
None
0.00
VANGUARD SCOTTSDALE FDS
DFNDShares42.43K
TypeSH
Market value$2.50M
1.64%
Sole
42.41K
Shared
21.00
None
0.00
ISHARES TR
SOLEShares51.61K
TypeSH
Market value$2.45M
1.61%
Sole
51.61K
Shared
0.00
None
0.00
VISA INC
DFNDShares6.87K
TypeSH
Market value$2.35M
1.54%
Sole
6.86K
Shared
9.00
None
0.00
APPLE INC
DFNDShares8.41K
TypeSH
Market value$2.14M
1.41%
Sole
8.36K
Shared
50.00
None
0.00
QUANTA SVCS INC
SOLEShares5.08K
TypeSH
Market value$2.11M
1.39%
Sole
5.08K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares7.18K
TypeSH
Market value$2.01M
1.32%
Sole
7.17K
Shared
21.00
None
0.00
ELECTRONIC ARTS INC
SOLEShares9.16K
TypeSH
Market value$1.85M
1.22%
Sole
9.16K
Shared
0.00
None
0.00
WILLIAMS SONOMA INC
SOLEShares8.79K
TypeSH
Market value$1.72M
1.13%
Sole
8.79K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTDFND | PORTFOLIO LN TSR | 411.34K | SH | $11.09M 7.30% | 411.34K | 0.00 | 0.00 |
ISHARES GOLD TRDFND | ISHARES NEW | 149.99K | SH | $10.91M 7.19% | 149.99K | 0.00 | 0.00 |
NUSHARES ETF TRDFND | NUVEEN ESG LRGCP | 97.83K | SH | $9.73M 6.41% | 97.83K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AW MSCI EAFE | 99.44K | SH | $9.25M 6.09% | 99.44K | 0.00 | 0.00 |
ISHARES TRSOLE | USD GRN BOND ETF | 157.10K | SH | $7.56M 4.98% | 157.09K | 7.00 | 0.00 |
VICTORY PORTFOLIOS IISOLE | CORE INTRMEDIATE | 238.84K | SH | $5.27M 3.47% | 238.84K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWRE 1 5 YR | 174.39K | SH | $4.41M 2.91% | 174.39K | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 21.76K | SH | $4.06M 2.67% | 21.69K | 74.00 | 0.00 |
ISHARES TRSOLE | AGENCY BOND ETF | 36.34K | SH | $4.01M 2.64% | 36.34K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 26.88K | SH | $3.92M 2.58% | 26.88K | 5.00 | 0.00 |
ABRDN ETFSSOLE | BBRG ALL COMMDY | 109.20K | SH | $3.75M 2.47% | 109.20K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSDFND | INTER TERM TREAS | 52.02K | SH | $3.12M 2.06% | 52.01K | 11.00 | 0.00 |
ISHARES TRSOLE | ESG MSCI KLD 400 | 24.76K | SH | $3.12M 2.05% | 24.76K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | MID CAP GRW IMP | 41.43K | SH | $2.75M 1.81% | 41.43K | 0.00 | 0.00 |
HIMS & HERS HEALTH INCSOLE | COM CL A | 46.15K | SH | $2.62M 1.72% | 46.15K | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 5.02K | SH | $2.60M 1.71% | 5K | 23.00 | 0.00 |
BROADCOM INCSOLE | COM | 7.61K | SH | $2.51M 1.65% | 7.59K | 13.00 | 0.00 |
VANGUARD SCOTTSDALE FDSDFND | SHORT TERM TREAS | 42.43K | SH | $2.50M 1.64% | 42.41K | 21.00 | 0.00 |
ISHARES TRSOLE | ESG ADVNCD HY BD | 51.61K | SH | $2.45M 1.61% | 51.61K | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 6.87K | SH | $2.35M 1.54% | 6.86K | 9.00 | 0.00 |
APPLE INCDFND | COM | 8.41K | SH | $2.14M 1.41% | 8.36K | 50.00 | 0.00 |
QUANTA SVCS INCSOLE | COM | 5.08K | SH | $2.11M 1.39% | 5.08K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 7.18K | SH | $2.01M 1.32% | 7.17K | 21.00 | 0.00 |
ELECTRONIC ARTS INCSOLE | COM | 9.16K | SH | $1.85M 1.22% | 9.16K | 0.00 | 0.00 |
WILLIAMS SONOMA INCSOLE | COM | 8.79K | SH | $1.72M 1.13% | 8.79K | 0.00 | 0.00 |
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