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
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
ESGV Vanguard Esg Us Stock Etf
| 24.88% | $66.046M 499,439 shares@ $132.24 avg price | Decreased -0.05% |
ESGD Ishares Trust Ishares Esg Aw
| 16.67% | $44.244M 430,343 shares@ $102.81 avg price | Increased 2.44% |
ESGU Ishares Esg Aware Msci Usa
| 16.02% | $42.529M 259,848 shares@ $163.67 avg price | Decreased -0.61% |
EUSB Ishares Esg Adv Tot Usd Bond
| 10.45% | $27.727M 638,127 shares@ $43.45 avg price | Increased 2.81% |
ESGE Ishares Inc Ishares Esg Awar
| 10.27% | $27.245M 498,176 shares@ $54.7 avg price | Increased 2.59% |
SUSC Ishares Esg Aware Usd Corpor
| 5.39% | $14.298M 617,579 shares@ $23.16 avg price | Increased 2.36% |
MUB Ishares National Muni Bond E
| 2.82% | $7.463M 69,350 shares@ $107.63 avg price | Increased 2.9% |
CGMU Cap Group Municipal Income
| 2.32% | $6.159M 224,209 shares@ $27.47 avg price | Increased 5.96% |
AAPL Apple Inc
| 2.11% | $5.587M 19,308 shares@ $289.37 avg price | Decreased -1.01% |
SUSB Ishares Esg Aware 1-5 Year U
| 1.71% | $4.529M 181,238 shares@ $25.0 avg price | Increased 2.58% |
1-10 of 37