test

Jeffrey Scott Arnold

Impactfolio, Llc

Assets Managed
$265.516M
Holdings
37
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
12.84%(2Q avg: 5.83%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Impactfolio, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 37 positions.

Assets under management

The assets under management (AUM) of Impactfolio, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 265.516M in assets, with a quarterly growth rate of 12.84% and a 2-quarter average growth rate of 5.83%. The portfolio is managed by Jeffrey Scott Arnold, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ESGV
Vanguard Esg Us Stock Etf
Recent Activity
Decreased -0.05%
24.88%
$66.046M
499,439 shares@ $132.24 avg price
ESGD
Ishares Trust Ishares Esg Aw
Recent Activity
Increased 2.44%
16.67%
$44.244M
430,343 shares@ $102.81 avg price
ESGU
Ishares Esg Aware Msci Usa
Recent Activity
Decreased -0.61%
16.02%
$42.529M
259,848 shares@ $163.67 avg price
EUSB
Ishares Esg Adv Tot Usd Bond
Recent Activity
Increased 2.81%
10.45%
$27.727M
638,127 shares@ $43.45 avg price
ESGE
Ishares Inc Ishares Esg Awar
Recent Activity
Increased 2.59%
10.27%
$27.245M
498,176 shares@ $54.7 avg price
SUSC
Ishares Esg Aware Usd Corpor
Recent Activity
Increased 2.36%
5.39%
$14.298M
617,579 shares@ $23.16 avg price
MUB
Ishares National Muni Bond E
Recent Activity
Increased 2.9%
2.82%
$7.463M
69,350 shares@ $107.63 avg price
CGMU
Cap Group Municipal Income
Recent Activity
Increased 5.96%
2.32%
$6.159M
224,209 shares@ $27.47 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.01%
2.11%
$5.587M
19,308 shares@ $289.37 avg price
SUSB
Ishares Esg Aware 1-5 Year U
Recent Activity
Increased 2.58%
1.71%
$4.529M
181,238 shares@ $25.0 avg price

1-10 of 37