Filed: 4/29/2026ACC: 0001824539-26-000002
📋 What this filing means
IMPACT INVESTORS, INC filed this quarterly 13F‑HR report disclosing 106 equity positions with a total reported market value of $143.98M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
106
Positions
$143.98M
Total AUM (reported)
2.65M
Total Shares
Allocation by class
COM$29.55M20.5%
STATE STREET SPD$13.61M9.5%
ESG AW MSCI EAFE$11.29M7.8%
ISHARES NEW$11.13M7.7%
NUVEEN ESG LRGCP$9.04M6.3%
USD GRN BOND ETF$8.05M5.6%
ESG AWRE 1 5 YR$6.08M4.2%
Portfolio Concentration
Top 3$36.04M25.0%
4–10$41.96M29.1%
11–25$32.87M22.8%
Rest$33.11M23.0%
Top 3 weight
25.0%
Top 10 weight
54.2%
Voting Authority Distribution
Total shares with voting rights: 2.65M
Sole
Full voting authority
2.65M
shares
% of voting shares100.0%
Shared
Joint voting authority
532.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole68
Shared0
Other38
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings106
Rows:
SPDR SERIES TRUST
DFNDShares517.49K
TypeSH
Market value$13.61M
9.45%
Sole
517.49K
Shared
0.00
None
0.00
ISHARES TR
DFNDShares118.11K
TypeSH
Market value$11.29M
7.84%
Sole
118.11K
Shared
0.00
None
0.00
ISHARES GOLD TR
DFNDShares126.27K
TypeSH
Market value$11.13M
7.73%
Sole
126.27K
Shared
0.00
None
0.00
NUSHARES ETF TR
DFNDShares99.39K
TypeSH
Market value$9.04M
6.28%
Sole
99.39K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares169.67K
TypeSH
Market value$8.05M
5.59%
Sole
169.67K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares242.37K
TypeSH
Market value$6.08M
4.22%
Sole
242.37K
Shared
0.00
None
0.00
VICTORY PORTFOLIOS II
SOLEShares258.05K
TypeSH
Market value$5.62M
3.90%
Sole
258.05K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares84.36K
TypeSH
Market value$5.02M
3.49%
Sole
84.35K
Shared
5.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares76.39K
TypeSH
Market value$4.47M
3.11%
Sole
76.37K
Shared
16.00
None
0.00
ABRDN ETFS
SOLEShares102.82K
TypeSH
Market value$3.68M
2.56%
Sole
102.82K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares28.38K
TypeSH
Market value$3.44M
2.39%
Sole
28.38K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares49.48K
TypeSH
Market value$3.02M
2.10%
Sole
49.48K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
DFNDShares23.46K
TypeSH
Market value$2.88M
2.00%
Sole
23.46K
Shared
3.00
None
0.00
NVIDIA CORPORATION
SOLEShares16.18K
TypeSH
Market value$2.82M
1.96%
Sole
16.10K
Shared
71.00
None
0.00
QUANTA SVCS INC
DFNDShares4.97K
TypeSH
Market value$2.73M
1.90%
Sole
4.97K
Shared
0.00
None
0.00
APPLE INC
DFNDShares10.63K
TypeSH
Market value$2.70M
1.87%
Sole
10.58K
Shared
45.00
None
0.00
ISHARES TR
SOLEShares54.65K
TypeSH
Market value$2.53M
1.76%
Sole
54.65K
Shared
0.00
None
0.00
ISHARES INC
DFNDShares52.70K
TypeSH
Market value$2.40M
1.66%
Sole
52.70K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
DFNDShares6.40K
TypeSH
Market value$2.16M
1.50%
Sole
6.38K
Shared
14.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares31.41K
TypeSH
Market value$1.57M
1.09%
Sole
31.41K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares4.18K
TypeSH
Market value$1.55M
1.08%
Sole
4.16K
Shared
24.00
None
0.00
VISA INC
DFNDShares4.61K
TypeSH
Market value$1.39M
0.97%
Sole
4.60K
Shared
9.00
None
0.00
BROADCOM INC
SOLEShares4.04K
TypeSH
Market value$1.25M
0.87%
Sole
4.03K
Shared
12.00
None
0.00
ALPHABET INC
SOLEShares4.31K
TypeSH
Market value$1.24M
0.86%
Sole
4.29K
Shared
30.00
None
0.00
AMAZON COM INC
DFNDShares5.70K
TypeSH
Market value$1.19M
0.82%
Sole
5.67K
Shared
24.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTDFND | STATE STREET SPD | 517.49K | SH | $13.61M 9.45% | 517.49K | 0.00 | 0.00 |
ISHARES TRDFND | ESG AW MSCI EAFE | 118.11K | SH | $11.29M 7.84% | 118.11K | 0.00 | 0.00 |
ISHARES GOLD TRDFND | ISHARES NEW | 126.27K | SH | $11.13M 7.73% | 126.27K | 0.00 | 0.00 |
NUSHARES ETF TRDFND | NUVEEN ESG LRGCP | 99.39K | SH | $9.04M 6.28% | 99.39K | 0.00 | 0.00 |
ISHARES TRSOLE | USD GRN BOND ETF | 169.67K | SH | $8.05M 5.59% | 169.67K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWRE 1 5 YR | 242.37K | SH | $6.08M 4.22% | 242.37K | 0.00 | 0.00 |
VICTORY PORTFOLIOS IISOLE | CORE PLUS BD ETF | 258.05K | SH | $5.62M 3.90% | 258.05K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 84.36K | SH | $5.02M 3.49% | 84.35K | 5.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 76.39K | SH | $4.47M 3.11% | 76.37K | 16.00 | 0.00 |
ABRDN ETFSSOLE | BBRG ALL COMMDY | 102.82K | SH | $3.68M 2.56% | 102.82K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG MSCI KLD 400 | 28.38K | SH | $3.44M 2.39% | 28.38K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | MID CAP GRW IMP | 49.48K | SH | $3.02M 2.10% | 49.48K | 0.00 | 0.00 |
ARISTA NETWORKS INCDFND | COM SHS | 23.46K | SH | $2.88M 2.00% | 23.46K | 3.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 16.18K | SH | $2.82M 1.96% | 16.10K | 71.00 | 0.00 |
QUANTA SVCS INCDFND | COM | 4.97K | SH | $2.73M 1.90% | 4.97K | 0.00 | 0.00 |
APPLE INCDFND | COM | 10.63K | SH | $2.70M 1.87% | 10.58K | 45.00 | 0.00 |
ISHARES TRSOLE | ESG ADVNCD HY BD | 54.65K | SH | $2.53M 1.76% | 54.65K | 0.00 | 0.00 |
ISHARES INCDFND | ESG AWR MSCI EM | 52.70K | SH | $2.40M 1.66% | 52.70K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACDFND | SPONSORED ADS | 6.40K | SH | $2.16M 1.50% | 6.38K | 14.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | MUNICIPAL ETF | 31.41K | SH | $1.57M 1.09% | 31.41K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 4.18K | SH | $1.55M 1.08% | 4.16K | 24.00 | 0.00 |
VISA INCDFND | COM CL A | 4.61K | SH | $1.39M 0.97% | 4.60K | 9.00 | 0.00 |
BROADCOM INCSOLE | COM | 4.04K | SH | $1.25M 0.87% | 4.03K | 12.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 4.31K | SH | $1.24M 0.86% | 4.29K | 30.00 | 0.00 |
AMAZON COM INCDFND | COM | 5.70K | SH | $1.19M 0.82% | 5.67K | 24.00 | 0.00 |
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