Institutional Manager · CIK 0001824539
Impact Investors, Inc
SAN FRANCISCO, CA · File #028-24752
Latest AUM
$144.2M
Positions
155
Top-10 Concentration
56.5%
Filings
5
Portfolio Value Over Time
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | ISHARES TR | 46435G516 | +119,742 | +$11.4M | +$595 |
| REDUCE | NUSHARES ETF TR | NU | -97,370 | -$9.5M | -$161,124 |
| ADD | ISHARES TR | 46435U440 | +152,765 | +$7.3M | +$21 |
| ADD | ISHARES TR | 464288570 | +25,396 | +$3.3M | +$499 |
| ADD | ABRDN ETFS | 003261203 | +102,653 | +$3.2M | -$629 |
| REDUCE | VANGUARD SCOTTSDALE FDS | 92206C706 | -50,805 | -$3.0M | -$7,367 |
| ADD | AMERICAN CENTY ETF TR | 025072760 | +43,257 | +$2.8M | -$205 |
| REDUCE | VANGUARD SCOTTSDALE FDS | 92206C102 | -41,887 | -$2.5M | -$7,204 |
| ADD | ISHARES INC | 46434G863 | +43,843 | +$1.9M | +$209 |
| REDUCE | ISHARES TR | 464288166 | -16,859 | -$1.9M | -$4,361 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 2025155 pos · $144.2M
- 13F HOLDINGS REPORTQ/E Sep 2025173 pos · $151.9M
- 13F HOLDINGS REPORTQ/E Jun 2025155 pos · $141.5M
- 13F HOLDINGS REPORTQ/E Mar 2025153 pos · $128.5M
- 13F HOLDINGS REPORTQ/E Dec 2024154 pos · $128.9M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 78464A664 | 469,983 | $12.4M | 9.58% |
| 2 | ISHARES TR | 46435G516 | 120,024 | $11.4M | 8.79% |
| 3 | ISHARES GOLD TR | IAU | 139,460 | $11.3M | 8.72% |
| 4 | NUSHARES ETF TR | NU | 94,620 | $9.3M | 7.13% |
| 5 | ISHARES TR | 46435U440 | 152,772 | $7.3M | 5.64% |
| 6 | ISHARES TR | 46435G243 | 209,799 | $5.3M | 4.08% |
| 7 | VICTORY PORTFOLIOS II | 92647X863 | 238,782 | $5.3M | 4.05% |
| 8 | VANGUARD SCOTTSDALE FDS | 92206C706 | 68,148 | $4.1M | 3.15% |
| 9 | VANGUARD SCOTTSDALE FDS | 92206C102 | 61,063 | $3.6M | 2.76% |
| 10 | ARISTA NETWORKS INC | ANET | 26,138 | $3.4M | 2.64% |
| 11 | ISHARES TR | 464288570 | 25,569 | $3.3M | 2.54% |
| 12 | ABRDN ETFS | 003261203 | 102,838 | $3.2M | 2.45% |
| 13 | NVIDIA CORPORATION | NVDA | 15,409 | $2.9M | 2.21% |
| 14 | AMERICAN CENTY ETF TR | 025072760 | 43,420 | $2.8M | 2.18% |
| 15 | ISHARES TR | 46435G441 | 51,555 | $2.4M | 1.88% |
| 16 | APPLE INC | AAPL | 8,664 | $2.4M | 1.81% |
| 17 | ISHARES TR | 464288166 | 19,486 | $2.1M | 1.65% |
| 18 | QUANTA SVCS INC | 74762E102 | 5,013 | $2.1M | 1.63% |
| 19 | MICROSOFT CORP | MSFT | 4,204 | $2.0M | 1.57% |
| 20 | ISHARES INC | 46434G863 | 44,122 | $1.9M | 1.50% |