Nia Impact Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 3, 2026), Nia Impact Advisors, LLC reported 72 stock positions worth $241.4 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 6.7% of the portfolio, followed by Taiwan Semiconductor-SP ADR (TSM, 4.7%) and First Solar (FSLR, 4.3%). Compared with Q1 2026, it opened 5 new positions, sold out of 22, added to 27 and reduced 36. The biggest buy was Frontdoor (FTDR, shares +77%) and the biggest sale Nextpower (NXT, shares −35%).
- Most Recent 13F
- Q2 2026
- Location
- OAKLAND, CA
- CIK
- 0001815217
- Portfolio Value
- $241.4M (Q2 2026)
- SEC Filing
- 0001420506-26-001372 ↗ filed Aug 3, 2026
Holdings Value
Holdings 72 stocks · $241.4M
| VTI VG Morningstar TS MKT ETF-US | 6.68% | 43,575 | $16.1M | No change |
| TSM Taiwan Semiconductor-SP ADR | 4.67% | 23,612 | $11.3M | Reduce -5.4% |
| FSLR First Solar Inc. | 4.26% | 43,541 | $10.3M | Reduce -5.6% |
| PANW Palo Alto Networks Inc. | 3.52% | 24,951 | $8.5M | Reduce -10.7% |
| EBAY eBay Inc. | 3.27% | 70,623 | $7.9M | Add +5.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 3.21% | 27,543 | $7.7M | Reduce -2.6% |
| VRTX Vertex Pharmaceuticals Inc. | 3.02% | 14,663 | $7.3M | Reduce -5.3% |
| HASI Ha Sustainable Infrastructur | 2.89% | 178,539 | $7.0M | Add +6.5% |
| GSK GSK PLC-Spon ADR | 2.63% | 121,036 | $6.3M | Reduce -0.5% |
| AMD Advanced Micro Devices | 2.62% | 10,875 | $6.3M | Reduce -9.9% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 2.60% | 49,661 | $6.3M | Reduce -0.4% |
| GILD Gilead Sciences Inc. | 2.59% | 49,515 | $6.3M | Reduce -0.3% |
| FTDR Frontdoor Inc. | 2.55% | 79,347 | $6.2M | Add +77.5% |
| AAPL Apple Inc. | 2.50% | 20,824 | $6.0M | Reduce -29.3% |
| AVGO Broadcom Inc. | 2.37% | 15,149 | $5.7M | Add +5.2% |
| HOOD Robinhood Markets Inc. Class A | 2.24% | 53,955 | $5.4M | Add +1.5% |
| BEPC Brookfield Renewable Corp. | 2.24% | 145,697 | $5.4M | Add +28.3% |
| COCO The Vita Coco Co. Inc. | 2.20% | 80,398 | $5.3M | Reduce -11.5% |
| AKAM Akamai Technologies Inc. | 2.12% | 43,312 | $5.1M | Add +110.5% |
| AMAL Amalgamated Financial Corp. | 2.08% | 109,133 | $5.0M | Add +13.2% |
| STN Stantec Inc. | 1.91% | 66,730 | $4.6M | Reduce -1.3% |
| VMI Valmont Industries | 1.88% | 7,838 | $4.5M | Add +78.6% |
| AMAT Applied Materials Inc. | 1.88% | 6,261 | $4.5M | Add +70.1% |
| VRT Vertiv Holdings Co. Class A | 1.87% | 13,472 | $4.5M | Reduce -43.3% |
| NXT Nextpower Inc. | 1.84% | 37,253 | $4.4M | Reduce -35.1% |
| ANET Arista Networks Inc. | 1.80% | 25,594 | $4.3M | Add +67.7% |
| CWT California Water Service Grp | 1.73% | 85,841 | $4.2M | Add +139.0% |
| SAP Sap SE-Sponsored ADR | 1.69% | 26,402 | $4.1M | Add +10.7% |
| UNFI United Natural Foods Inc. | 1.64% | 86,532 | $4.0M | Add +2.6% |
| LRN Stride Inc. | 1.63% | 45,596 | $3.9M | Add +4.6% |
| LMND Lemonade Inc. | 1.56% | 57,721 | $3.8M | Reduce -9.3% |
| NTRA Natera Inc. | 1.50% | 13,301 | $3.6M | Reduce -8.6% |
| NET Cloudflare Inc. Class A | 1.45% | 14,302 | $3.5M | Reduce -9.9% |
| WGS Genedx Holdings Corp. | 1.33% | 46,731 | $3.2M | Add +47.7% |
| FMS Fresenius Medical Care-ADR | 1.28% | 136,769 | $3.1M | Reduce -7.3% |
| XYL Xylem Inc. | 1.20% | 24,476 | $2.9M | Reduce -36.3% |
| MWA Mueller Water Products Inc. Class A | 1.18% | 110,327 | $2.8M | Reduce -6.9% |
| CNM Core & Main Inc. Class A | 1.18% | 58,907 | $2.8M | Reduce -9.3% |
| AEIS Advanced Energy Industries | 1.05% | 6,768 | $2.5M | Add +76.8% |
| IBRX Immunitybio Inc. | 0.98% | 270,167 | $2.4M | Add +0.5% |
| NGVC Natural Grocers BY Vitamin C | 0.89% | 69,193 | $2.1M | Reduce -2.2% |
| ADSK Autodesk Inc. | 0.81% | 10,092 | $2.0M | Add +4.5% |
| CXT Crane NXT Co. | 0.79% | 37,119 | $1.9M | Reduce -7.1% |
| SPOT Spotify Technology SA | 0.78% | 4,093 | $1.9M | Reduce -8.0% |
| RUN Sunrun Inc. | 0.74% | 133,102 | $1.8M | Reduce -7.0% |
| HTUS Hull Tactical US ETF | 0.73% | 40,087 | $1.8M | No change |
| TOST Toast Inc. Class A | 0.68% | 59,251 | $1.6M | Reduce -11.8% |
| STM Stmicroelectronics NV-NY SHS | 0.38% | 12,145 | $910K | No change |
| LRCX Lam Research Corp. | 0.34% | 1,870 | $810K | Reduce -3.0% |
| CSCO Cisco Systems Inc. | 0.30% | 6,241 | $733K | Reduce -7.7% |
| VEU Vanguard Ftse All-World Ex-U | 0.25% | 7,212 | $604K | No change |
| JSTC Adasina Social Justice GLB | 0.23% | 23,762 | $544K | Add +1.1% |
| GLW Corning Inc. | 0.16% | 1,533 | $392K | Add +0.4% |
| QCOM Qualcomm Inc. | 0.16% | 2,072 | $383K | Add +6.6% |
| ETN Eaton Corp. PLC | 0.15% | 874 | $372K | Reduce -0.2% |
| PFE Pfizer Inc. | 0.15% | 15,005 | $361K | Add +11.3% |
| ABBV Abbvie Inc. | 0.13% | 1,251 | $315K | Reduce -30.4% |
| ADI Analog Devices Inc. | 0.12% | 741 | $294K | Reduce -81.9% |
| LEVI Levi Strauss & Co. Class A | 0.11% | 10,977 | $273K | New |
| AXSM Axsome Therapeutics Inc. | 0.11% | 1,111 | $272K | New |
| GOOGL Alphabet Inc. Class A | 0.11% | 759 | $271K | Reduce -81.7% |
| MSFT Microsoft Corp. | 0.11% | 720 | $269K | Reduce -90.3% |
| NVDA Nvidia Corp. | 0.11% | 1,315 | $263K | Reduce -85.4% |
| HMN Horace Mann Educators | 0.11% | 5,072 | $262K | New |
| TIMB Tim SA-ADR | 0.10% | 11,827 | $253K | Add +40.7% |
| GOOG Alphabet Inc. Class C | 0.10% | 701 | $248K | Reduce -10.5% |
| GRMN Garmin Ltd. | 0.10% | 1,016 | $241K | Add +0.8% |
| NYT New York Times Co. Class A | 0.10% | 3,402 | $238K | Reduce -52.1% |
| DLR Digital Realty Trust Inc. | 0.10% | 1,281 | $230K | Add +12.2% |
| VOD Vodafone Group PLC-SP ADR | 0.09% | 15,932 | $211K | Add +22.3% |
| SNY Sanofi-ADR | 0.08% | 4,723 | $201K | New |
| HNI Hni Corp. | 0.08% | 4,953 | $200K | New |
Portfolio Sells Q1 2026 → Q2 2026
| NXT Nextpower Inc. | Reduce -35.1% | 1.84% | −1.24 |
| MSFT Microsoft Corp. | Reduce -90.3% | 0.11% | −1.11 |
| XYL Xylem Inc. | Reduce -36.3% | 1.20% | −0.84 |
| AAPL Apple Inc. | Reduce -29.3% | 2.50% | −0.83 |
| HOLX Hologic Inc. | Sold out | 0.00% | −0.78 |
| VRT Vertiv Holdings Co. Class A | Reduce -43.3% | 1.87% | −0.78 |
| ACM Aecom | Sold out | 0.00% | −0.76 |
| STN Stantec Inc. | Reduce -1.3% | 1.91% | −0.69 |
| NVDA Nvidia Corp. | Reduce -85.4% | 0.11% | −0.59 |
| ZG Zillow Group Inc. Class A | Sold out | 0.00% | −0.57 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.56 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.56 |
| GILD Gilead Sciences Inc. | Reduce -0.3% | 2.59% | −0.48 |
| ADI Analog Devices Inc. | Reduce -81.9% | 0.12% | −0.46 |
| GOOGL Alphabet Inc. Class A | Reduce -81.7% | 0.11% | −0.42 |
| SYK Stryker Corp. | Sold out | 0.00% | −0.39 |
| ROK Rockwell Automation Inc. | Sold out | 0.00% | −0.38 |
| GSK GSK PLC-Spon ADR | Reduce -0.5% | 2.63% | −0.36 |
| TMUS T-Mobile US Inc. | Sold out | 0.00% | −0.35 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.32 |
| BRK.A Berkshire Hathaway Inc. Class A | Sold out | 0.00% | −0.32 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.30 |
| CNI Canadian Natl Railway Co. | Sold out | 0.00% | −0.28 |
| MWA Mueller Water Products Inc. Class A | Reduce -6.9% | 1.18% | −0.27 |
| UL Unilever PLC-Sponsored ADR | Sold out | 0.00% | −0.26 |
| CNM Core & Main Inc. Class A | Reduce -9.3% | 1.18% | −0.25 |
| TEAM Atlassian Corp. Class A | Sold out | 0.00% | −0.23 |
| LMND Lemonade Inc. | Reduce -9.3% | 1.56% | −0.22 |
| CARR Carrier Global Corp. | Sold out | 0.00% | −0.21 |
| FMS Fresenius Medical Care-ADR | Reduce -7.3% | 1.28% | −0.20 |
| VEEV Veeva Systems Inc. Class A | Sold out | 0.00% | −0.20 |
| SPOT Spotify Technology SA | Reduce -8.0% | 0.78% | −0.18 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.17 |
| NYT New York Times Co. Class A | Reduce -52.1% | 0.10% | −0.17 |
| ORA Ormat Technologies Inc. | Sold out | 0.00% | −0.15 |
| ATR Aptargroup Inc. | Sold out | 0.00% | −0.15 |
| RUN Sunrun Inc. | Reduce -7.0% | 0.74% | −0.13 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.11 |
| TOST Toast Inc. Class A | Reduce -11.8% | 0.68% | −0.11 |
| CAT Caterpillar Inc. | Sold out | 0.00% | −0.09 |
| DSGX The Descartes Systems Grp | Sold out | 0.00% | −0.09 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -5.3% | 3.02% | −0.06 |
| ABBV Abbvie Inc. | Reduce -30.4% | 0.13% | −0.04 |
| NET Cloudflare Inc. Class A | Reduce -9.9% | 1.45% | −0.00 |
| GOOG Alphabet Inc. Class C | Reduce -10.5% | 0.10% | +0.00 |
| ETN Eaton Corp. PLC | Reduce -0.2% | 0.15% | +0.01 |
| CXT Crane NXT Co. | Reduce -7.1% | 0.79% | +0.07 |
| CSCO Cisco Systems Inc. | Reduce -7.7% | 0.30% | +0.07 |
| NGVC Natural Grocers BY Vitamin C | Reduce -2.2% | 0.89% | +0.08 |
| LRCX Lam Research Corp. | Reduce -3.0% | 0.34% | +0.15 |
Portfolio Buys Q1 2026 → Q2 2026
| FTDR Frontdoor Inc. | Add +77.5% | 2.55% | +1.50 |
| AMAT Applied Materials Inc. | Add +70.1% | 1.88% | +1.32 |
| VMI Valmont Industries | Add +78.6% | 1.88% | +1.10 |
| AKAM Akamai Technologies Inc. | Add +110.5% | 2.12% | +1.07 |
| CWT California Water Service Grp | Add +139.0% | 1.73% | +1.01 |
| ANET Arista Networks Inc. | Add +67.7% | 1.80% | +0.97 |
| HOOD Robinhood Markets Inc. Class A | Add +1.5% | 2.24% | +0.60 |
| EBAY eBay Inc. | Add +5.2% | 3.27% | +0.55 |
| AEIS Advanced Energy Industries | Add +76.8% | 1.05% | +0.50 |
| WGS Genedx Holdings Corp. | Add +47.7% | 1.33% | +0.43 |
| AMAL Amalgamated Financial Corp. | Add +13.2% | 2.08% | +0.41 |
| AVGO Broadcom Inc. | Add +5.2% | 2.37% | +0.39 |
| BEPC Brookfield Renewable Corp. | Add +28.3% | 2.24% | +0.23 |
| HASI Ha Sustainable Infrastructur | Add +6.5% | 2.89% | +0.15 |
| LEVI Levi Strauss & Co. Class A | New | 0.11% | +0.11 |
| AXSM Axsome Therapeutics Inc. | New | 0.11% | +0.11 |
| HMN Horace Mann Educators | New | 0.11% | +0.11 |
| SNY Sanofi-ADR | New | 0.08% | +0.08 |
| HNI Hni Corp. | New | 0.08% | +0.08 |
| GLW Corning Inc. | Add +0.4% | 0.16% | +0.07 |
| IBRX Immunitybio Inc. | Add +0.5% | 0.98% | +0.06 |
| QCOM Qualcomm Inc. | Add +6.6% | 0.16% | +0.05 |
| JSTC Adasina Social Justice GLB | Add +1.1% | 0.23% | +0.02 |
| TIMB Tim SA-ADR | Add +40.7% | 0.10% | +0.01 |
| DLR Digital Realty Trust Inc. | Add +12.2% | 0.10% | +0.00 |
| VOD Vodafone Group PLC-SP ADR | Add +22.3% | 0.09% | +0.00 |
| GRMN Garmin Ltd. | Add +0.8% | 0.10% | −0.00 |
| PFE Pfizer Inc. | Add +11.3% | 0.15% | −0.02 |
| UNFI United Natural Foods Inc. | Add +2.6% | 1.64% | −0.05 |
| LRN Stride Inc. | Add +4.6% | 1.63% | −0.08 |
| SAP Sap SE-Sponsored ADR | Add +10.7% | 1.69% | −0.13 |
| ADSK Autodesk Inc. | Add +4.5% | 0.81% | −0.22 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 72 | $241.4M | VTI, TSM, FSLR, PANW, EBAY |
| Q1 2026 | 89 | $224.9M | VTI, FSLR, TSM, AAPL, NXT |
| Q4 2025 | 101 | $297.9M | VTI, FSLR, AAPL, TSM, IBM |
| Q3 2025 | 101 | $307.7M | VTI, TSM, AAPL, FSLR, IBM |
| Q2 2025 | 97 | $289.3M | VTI, STN, AAPL, TSM, IBM |
| Q1 2025 | 99 | $269.3M | VTI, AAPL, IBM, XYL, VRTX |
| Q4 2024 | 112 | $307.5M | SSD, VTI, AAPL, TSM, IBM |
| Q3 2024 | 109 | $301.2M | SSD, VTI, AAPL, IBM, TSM |
| Q2 2024 | 103 | $278.3M | SSD, VTI, AAPL, TSM, VRTX |
| Q1 2024 | 91 | $250.9M | VTI, IBM, AAPL, STN, VRTX |