Filed: 1/21/2026ACC: 0001824539-26-000001
📋 What this filing means
IMPACT INVESTORS, INC filed this quarterly 13F‑HR report disclosing 93 equity positions with a total reported market value of $144.18M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
93
Positions
$144.18M
Total AUM (reported)
2.43M
Total Shares
Allocation by class
COM$32.88M22.8%
STATE STREET SPD$12.50M8.7%
ESG AW MSCI EAFE$11.44M7.9%
ISHARES NEW$11.36M7.9%
NUVEEN ESG LRGCP$9.28M6.4%
USD GRN BOND ETF$7.32M5.1%
ESG AWRE 1 5 YR$5.33M3.7%
Portfolio Concentration
Top 3$35.30M24.5%
4–10$38.33M26.6%
11–25$34.09M23.6%
Rest$36.45M25.3%
Top 3 weight
24.5%
Top 10 weight
51.1%
Voting Authority Distribution
Total shares with voting rights: 2.43M
Sole
Full voting authority
2.43M
shares
% of voting shares100.0%
Shared
Joint voting authority
368.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole61
Shared0
Other32
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings93
Rows:
SPDR SERIES TRUST
DFNDShares472.25K
TypeSH
Market value$12.50M
8.67%
Sole
472.25K
Shared
0.00
None
0.00
ISHARES TR
DFNDShares120.31K
TypeSH
Market value$11.44M
7.93%
Sole
120.31K
Shared
0.00
None
0.00
ISHARES GOLD TR
DFNDShares139.97K
TypeSH
Market value$11.36M
7.88%
Sole
139.97K
Shared
0.00
None
0.00
NUSHARES ETF TR
SOLEShares94.85K
TypeSH
Market value$9.28M
6.43%
Sole
94.85K
Shared
0.00
None
0.00
ISHARES TR
DFNDShares152.78K
TypeSH
Market value$7.32M
5.08%
Sole
152.77K
Shared
7.00
None
0.00
ISHARES TR
SOLEShares210.99K
TypeSH
Market value$5.33M
3.69%
Sole
210.99K
Shared
0.00
None
0.00
VICTORY PORTFOLIOS II
SOLEShares238.78K
TypeSH
Market value$5.25M
3.64%
Sole
238.78K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares68.76K
TypeSH
Market value$4.12M
2.86%
Sole
68.75K
Shared
11.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares61.33K
TypeSH
Market value$3.60M
2.50%
Sole
61.31K
Shared
16.00
None
0.00
ARISTA NETWORKS INC
SOLEShares26.20K
TypeSH
Market value$3.43M
2.38%
Sole
26.20K
Shared
5.00
None
0.00
ISHARES TR
DFNDShares25.74K
TypeSH
Market value$3.32M
2.30%
Sole
25.74K
Shared
0.00
None
0.00
ABRDN ETFS
DFNDShares103.02K
TypeSH
Market value$3.19M
2.21%
Sole
103.02K
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares15.57K
TypeSH
Market value$2.90M
2.01%
Sole
15.51K
Shared
68.00
None
0.00
AMERICAN CENTY ETF TR
DFNDShares43.58K
TypeSH
Market value$2.84M
1.97%
Sole
43.58K
Shared
0.00
None
0.00
APPLE INC
DFNDShares9.33K
TypeSH
Market value$2.54M
1.76%
Sole
9.29K
Shared
45.00
None
0.00
ISHARES TR
SOLEShares51.55K
TypeSH
Market value$2.44M
1.69%
Sole
51.55K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares19.49K
TypeSH
Market value$2.15M
1.49%
Sole
19.49K
Shared
0.00
None
0.00
QUANTA SVCS INC
SOLEShares5.01K
TypeSH
Market value$2.12M
1.47%
Sole
5.01K
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares4.26K
TypeSH
Market value$2.06M
1.43%
Sole
4.24K
Shared
21.00
None
0.00
ISHARES INC
DFNDShares44.40K
TypeSH
Market value$1.96M
1.36%
Sole
44.40K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares6.30K
TypeSH
Market value$1.92M
1.33%
Sole
6.29K
Shared
16.00
None
0.00
BROADCOM INC
DFNDShares5.31K
TypeSH
Market value$1.84M
1.27%
Sole
5.30K
Shared
13.00
None
0.00
VISA INC
DFNDShares4.72K
TypeSH
Market value$1.66M
1.15%
Sole
4.72K
Shared
9.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares32.49K
TypeSH
Market value$1.64M
1.14%
Sole
32.49K
Shared
0.00
None
0.00
WILLIAMS SONOMA INC
SOLEShares8.56K
TypeSH
Market value$1.53M
1.06%
Sole
8.56K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTDFND | STATE STREET SPD | 472.25K | SH | $12.50M 8.67% | 472.25K | 0.00 | 0.00 |
ISHARES TRDFND | ESG AW MSCI EAFE | 120.31K | SH | $11.44M 7.93% | 120.31K | 0.00 | 0.00 |
ISHARES GOLD TRDFND | ISHARES NEW | 139.97K | SH | $11.36M 7.88% | 139.97K | 0.00 | 0.00 |
NUSHARES ETF TRSOLE | NUVEEN ESG LRGCP | 94.85K | SH | $9.28M 6.43% | 94.85K | 0.00 | 0.00 |
ISHARES TRDFND | USD GRN BOND ETF | 152.78K | SH | $7.32M 5.08% | 152.77K | 7.00 | 0.00 |
ISHARES TRSOLE | ESG AWRE 1 5 YR | 210.99K | SH | $5.33M 3.69% | 210.99K | 0.00 | 0.00 |
VICTORY PORTFOLIOS IISOLE | CORE INTRMEDIATE | 238.78K | SH | $5.25M 3.64% | 238.78K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 68.76K | SH | $4.12M 2.86% | 68.75K | 11.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 61.33K | SH | $3.60M 2.50% | 61.31K | 16.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 26.20K | SH | $3.43M 2.38% | 26.20K | 5.00 | 0.00 |
ISHARES TRDFND | ESG MSCI KLD 400 | 25.74K | SH | $3.32M 2.30% | 25.74K | 0.00 | 0.00 |
ABRDN ETFSDFND | BBRG ALL COMMDY | 103.02K | SH | $3.19M 2.21% | 103.02K | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 15.57K | SH | $2.90M 2.01% | 15.51K | 68.00 | 0.00 |
AMERICAN CENTY ETF TRDFND | MID CAP GRW IMP | 43.58K | SH | $2.84M 1.97% | 43.58K | 0.00 | 0.00 |
APPLE INCDFND | COM | 9.33K | SH | $2.54M 1.76% | 9.29K | 45.00 | 0.00 |
ISHARES TRSOLE | ESG ADVNCD HY BD | 51.55K | SH | $2.44M 1.69% | 51.55K | 0.00 | 0.00 |
ISHARES TRSOLE | AGENCY BOND ETF | 19.49K | SH | $2.15M 1.49% | 19.49K | 0.00 | 0.00 |
QUANTA SVCS INCSOLE | COM | 5.01K | SH | $2.12M 1.47% | 5.01K | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 4.26K | SH | $2.06M 1.43% | 4.24K | 21.00 | 0.00 |
ISHARES INCDFND | ESG AWR MSCI EM | 44.40K | SH | $1.96M 1.36% | 44.40K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 6.30K | SH | $1.92M 1.33% | 6.29K | 16.00 | 0.00 |
BROADCOM INCDFND | COM | 5.31K | SH | $1.84M 1.27% | 5.30K | 13.00 | 0.00 |
VISA INCDFND | COM CL A | 4.72K | SH | $1.66M 1.15% | 4.72K | 9.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | MUNICIPAL ETF | 32.49K | SH | $1.64M 1.14% | 32.49K | 0.00 | 0.00 |
WILLIAMS SONOMA INCSOLE | COM | 8.56K | SH | $1.53M 1.06% | 8.56K | 0.00 | 0.00 |
Page 1 of 4