Q2 2026 13F · SEC CIK 1824539

Impact Investors, Inc

Wealth managerFiled 2026-07-31 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $136.8M
Reported positions: 88
Holdings vs S&P 500, 3 yrs: —
Assets under management: $318.2M

Impact Investors, Inc is a wealth manager that reported 88 positions worth $136.8M in its Q2 2026 13F, filed 2026-07-31. Its largest holdings were Spdr Series Trust (SPTL, 8.4%), Ishares Msci Eafe Esg (ESGD, 8.3%), Nushares ETF Tr (NULG, 7.9%).

Impact Investors, Inc holdings largest 50 of 88 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Impact Investors, Inc 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPTLSpdr Series Trust	8.4%	9.5%	437,179	-15.5%	$11.5M
ESGDIshares Msci Eafe Esg	8.3%	7.8%	110,574	-6.4%	$11.4M
NULGNushares ETF Tr	7.9%	6.3%	92,455	-7.0%	$10.8M
BGRNIshares Tr	7.0%	5.6%	201,844	+19.0%	$9.6M
IAUIshares Gold Trust	6.2%	7.7%	113,149	-10.4%	$8.5M
UBNDVictoryshares Core Plus Bond ETF	4.8%	3.9%	304,138	+17.9%	$6.6M
SUSBIshares Tr	3.8%	4.2%	209,479	-13.6%	$5.2M
VGITVanguard Intermediate Treasury ETF	3.2%	3.5%	74,691	-11.5%	$4.4M
VGSHVanguard Short-Term Treasury ETF Total	3.0%	3.1%	69,603	-8.9%	$4.1M
025072760American Centy ETF Tr	2.5%	2.1%	48,966	-1.0%	$3.4M
ANETArista Networks Inc	2.4%	2.0%	19,597	-16.5%	$3.3M
BCDAbrdn Etfs Bbrg All Commdy	2.3%	2.6%	93,798	-8.8%	$3.2M
PWRQuanta Svcs Inc Com	2.2%	1.9%	4,236	-14.9%	$3.1M
AAPLApple Inc	2.2%	1.9%	10,391	-2.2%	$3.0M
NVDANvidia Corporation Com	2.1%	2.0%	14,358	-11.2%	$2.9M
ESGEIshares Inc	2.0%	1.7%	50,744	-3.7%	$2.8M
DSIiShares ESG MSCI KLD 400 ETF	1.9%	2.4%	18,603	-34.4%	$2.6M
TSMTaiwan Semiconductor Manufac	1.7%	1.5%	4,987	-22.1%	$2.4M
JMUBJ P Morgan Exchange Traded F	1.4%	1.1%	39,040	+24.3%	$2.0M
MSFTMicrosoft Corp	1.2%	1.1%	4,549	+8.8%	$1.7M
AMATApplied Matls Inc	1.1%	0.6%	2,012	-23.7%	$1.5M
GOOGLAlphabet Inc	0.9%	0.9%	3,627	-15.9%	$1.3M
CMFIshares Tr	0.9%	0.8%	22,060	+9.9%	$1.3M
ASMLAsml Hldg NV	0.9%	0.7%	624	-13.5%	$1.2M
AVGOBroadcom Inc	0.9%	0.9%	3,230	-20.0%	$1.2M
YUMYum Brands Inc	0.9%	0.8%	7,500	+0.0%	$1.2M
AMZNAmazon Com Inc Com	0.8%	0.8%	4,850	-14.9%	$1.2M
WSMWilliams Sonoma Inc	0.7%	0.8%	4,247	-30.9%	$990K
VVisa Inc Com Cl A	0.7%	1.0%	2,741	-40.5%	$940K
IMAXImax Corp	0.7%	0.7%	22,930	-7.0%	$914K
XLRESelect Sector Spdr Tr	0.6%	0.7%	19,892	-14.3%	$876K
PWZInvesco Exch Traded Fd Tr II	0.6%	0.8%	33,293	-26.7%	$816K
AMDAdvanced Micro Devices Inc	0.6%	—	1,389	—	$807K
ETHOAmplify ETF Tr	0.6%	0.5%	9,997	-4.2%	$806K
GSGoldman Sachs Group Inc	0.6%	0.5%	792	+2.3%	$801K
HYXFIshares Tr	0.6%	1.8%	17,125	-68.7%	$800K
KLACKla Corp	0.6%	0.3%	2,610	+693.3%	$787K
MAMastercard Inc.	0.5%	0.8%	1,356	-38.8%	$697K
GOOGAlphabet Inc	0.4%	0.3%	1,675	-0.5%	$592K
HIMSHims & Hers Health Inc	0.4%	0.5%	16,074	-55.7%	$557K
AGZIshares Tr	0.4%	0.6%	5,050	-38.5%	$552K
EAElectronic Arts Inc	0.4%	0.4%	2,688	-1.4%	$551K
THGHanover Ins Group Inc	0.4%	—	2,561	—	$548K
MUBIshares National Muni Bond ETF	0.4%	0.4%	4,965	-0.3%	$534K
DRIDarden Restaurants Inc Com	0.3%	—	2,170	—	$447K
WMWaste Mgmt Inc Del	0.3%	0.5%	1,974	-41.6%	$440K
USBUS Bancorp Del	0.3%	—	7,153	—	$432K
XLKState Street Technology Select Sector Sp	0.3%	—	2,246	—	$428K
IESCIes Holdings Inc	0.3%	—	573	—	$421K
AZOAutozone Inc	0.3%	0.4%	130	-19.3%	$415K

What Impact Investors, Inc bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

KLAC Kla Corp+693.3% shares
JMUB J P Morgan Exchange Traded F+24.3% shares
BGRN Ishares Tr+19.0% shares
UBND Victoryshares Core Plus Bond ETF+17.9% shares
CMF Ishares Tr+9.9% shares
MSFT Microsoft Corp+8.8% shares

Reduced

HYXF Ishares Tr-68.7% shares
HIMS Hims & Hers Health Inc-55.7% shares
WM Waste Mgmt Inc Del-41.6% shares
V Visa Inc Com Cl A-40.5% shares
MA Mastercard Inc.-38.8% shares
AGZ Ishares Tr-38.5% shares
DSI iShares ESG MSCI KLD 400 ETF-34.4% shares
WSM Williams Sonoma Inc-30.9% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +8.3% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$136.8M	88
Q1 2026	$144.0M	106
Q4 2025	$144.2M	93
Q3 2025	$151.9M	103
Q2 2025	$141.5M	91
Q1 2025	$128.5M	89
Q4 2024	$128.9M	90

Questions about Impact Investors, Inc's portfolio

What stocks does Impact Investors, Inc own?

Impact Investors, Inc's latest 13F, for Q2 2026 and filed Jul 31, 2026, lists 88 positions worth $136.8M. The largest are Spdr Series Trust (SPTL) at 8.4%, Ishares Msci Eafe Esg (ESGD) at 8.3%, Nushares ETF Tr (NULG) at 7.9%, Ishares Tr (BGRN) at 7.0% and Ishares Gold Trust (IAU) at 6.2%.

What did Impact Investors, Inc buy last quarter?

In Q2 2026, Impact Investors, Inc added Kla Corp (KLAC) (+693.3% shares), J P Morgan Exchange Traded F (JMUB) (+24.3% shares) and Ishares Tr (BGRN) (+19.0% shares), compared with its Q1 2026 filing.

What did Impact Investors, Inc sell last quarter?

In Q2 2026, Impact Investors, Inc cut from its top 50 Pentair PLC (PNR), cut from its top 50 Natwest Group PLC (NWG), cut from its top 50 Intuitive Surgical Inc (ISRG), cut from its top 50 Servicenow Inc Com (NOW), cut from its top 50 Ameriprise Finl Inc (AMP), Ishares Tr (HYXF) (-68.7% shares), Hims & Hers Health Inc (HIMS) (-55.7% shares) and Waste Mgmt Inc Del (WM) (-41.6% shares), compared with its Q1 2026 filing.

When is Impact Investors, Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. Impact Investors, Inc's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Impact Investors, Inc manage?

Impact Investors, Inc reported $318.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $136.8M.