CIK: 0001815217
Total reported value
$224.9M
Reporting period: 2026-03-31 · Number of holdings: 89
NIA IMPACT ADVISORS, LLC disclosed 89 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $224.9M and a quarterly turnover rate of 42.9%.
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Nia Impact Advisors, LLC's disclosed holdings carry a Herfindahl concentration index of 0.023 — mathematically equivalent to about 44 equally-sized positions, well below its 89 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 1.02), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Add VRT
-18.8% $1.2M
Trim GOOGL
-70.3% -$3.2M
Trim SHOP
-60.2% -$3.0M
Trim NVDA
-62.8% -$2.9M
Trim TEAM
-60.3% -$2.6M
Add IRM
-4.0% $782.6K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.22% | — | — | |
| 2 | FSLR | First Solar INC | Stock-Tech | 4.05% | -0.36% | -8.21% | |
| 3 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.75% | +0.46% | -22.53% | |
| 4 | AAPL | Apple INC | Stock-Tech | 3.32% | -0.57% | -30.86% | |
| 5 | NXT | Nextpower Inc-cl A | Stock-Tech | 3.08% | — | -22.53% | |
| 6 | GILD | Gilead Sciences INC | Stock-Healthcare | 3.08% | — | -8.67% | |
| 7 | VRTX | Vertex Pharmaceuticals INC | Stock-Healthcare | 3.08% | +0.40% | -12.18% | |
| 8 | IBM | Intl Business Machines CORP | Stock-Tech | 3.05% | +0.03% | -6.88% | |
| 9 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 2.98% | — | -3.93% | |
| 10 | HASI | Ha Sustainable Infrastructur | Stock-Financials | 2.74% | — | -2.87% | |
| 11 | EBAY | Ebay INC | Stock-Consumer Disc | 2.72% | — | -6.26% | |
| 12 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 2.65% | +1.06% | -18.82% | |
| 13 | STN | Stantec INC | Stock-Other | 2.60% | +0.32% | -6.14% | |
| 14 | IRM | Iron Mountain INC | Stock-Real Estate | 2.26% | +0.81% | -4.04% | |
| 15 | XYL | Xylem INC | Stock-Industrials | 2.04% | -0.23% | -22.60% | |
| 16 | BEPC | Brookfield Renewable CORP | Stock-Utilities | 2.01% | — | +0.27% | |
| 17 | PANW | Palo Alto Networks INC | Stock-Tech | 1.99% | +0.08% | -9.56% | |
| 18 | AVGO | Broadcom INC | Stock-Tech | 1.98% | -0.27% | -25.50% | |
| 19 | COCO | Vita Coco Co Inc/the | Stock-Other | 1.94% | — | +2.15% | |
| 20 | SAP | Sap Se-sponsored Adr | Stock-Tech | 1.82% | -0.18% | -2.65% | |
| 21 | LMND | Lemonade INC | Stock-Financials | 1.77% | — | -3.45% | |
| 22 | LRN | Stride INC | Stock-Consumer Staples | 1.71% | — | -7.64% | |
| 23 | UNFI | United Natural Foods INC | Stock-Consumer Staples | 1.69% | — | -14.43% | |
| 24 | AMAL | Amalgamated Financial CORP | Stock-Other | 1.67% | — | -19.10% | |
| 25 | HOOD | Robinhood Markets INC - A | Stock-Financials | 1.64% | -0.08% | +17.62% | |
| 26 | FMS | Fresenius Medical Care-adr | Stock-Other | 1.48% | — | -3.51% | |
| 27 | NET | Cloudflare INC - Class A | Stock-Tech | 1.46% | +0.04% | -25.79% | |
| 28 | MWA | Mueller Water Products Inc-a | Stock-Industrials | 1.45% | — | -3.68% | |
| 29 | CNM | Core & Main Inc-class A | Stock-Industrials | 1.43% | — | -3.67% | |
| 30 | NTRA | Natera INC | Stock-Healthcare | 1.29% | — | -2.28% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 1.22% | -0.55% | -31.61% | |
| 32 | AMD | Advanced Micro Devices | Stock-Tech | 1.09% | -0.62% | -49.16% | |
| 33 | AKAM | Akamai Technologies INC | Stock-Tech | 1.05% | +1.05% | NEW | |
| 34 | FTDR | Frontdoor INC | Stock-Consumer Disc | 1.05% | +1.05% | NEW | |
| 35 | ADSK | Autodesk INC | Stock-Tech | 1.03% | -0.02% | -8.70% | |
| 36 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.96% | — | -8.06% | |
| 37 | IBRX | Immunitybio INC | Stock-Healthcare | 0.92% | +0.92% | NEW | |
| 38 | WGS | Genedx Holdings CORP | Stock-Other | 0.90% | -0.44% | +3.26% | |
| 39 | RUN | Sunrun INC | Stock-Tech | 0.86% | -0.06% | -4.33% | |
| 40 | ANET | Arista Networks INC | Stock-Tech | 0.83% | +0.83% | NEW | |
| 41 | NGVC | Natural Grocers By Vitamin C | Stock-Other | 0.81% | — | -2.83% | |
| 42 | TOST | Toast Inc-class A | Stock-Tech | 0.79% | — | -2.83% | |
| 43 | HO1 | Hologic INC | Stock-Other | 0.78% | -0.55% | -56.06% | |
| 44 | VMI | Valmont Industries | Stock-Industrials | 0.78% | +0.78% | NEW | |
| 45 | ACM | Aecom | Stock-Industrials | 0.76% | -0.72% | -56.57% | |
| 46 | CWT | California Water Service Grp | Stock-Utilities | 0.72% | — | -3.49% | |
| 47 | CXT | Crane Nxt Co | Stock-Industrials | 0.72% | — | -0.50% | |
| 48 | NVDA | Nvidia CORP | Stock-Tech | 0.70% | -0.82% | -62.81% | |
| 49 | HTUS | Hull Tactical US ETF | ETF-Other | 0.68% | — | — | |
| 50 | ADI | Analog Devices INC | Stock-Tech | 0.58% | -0.61% | -68.67% |
Performance for Q3 2026
+2.3%
Performance Last 4 Quarters
+8.1%
Based on 66% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 89 | $224.9M | 43 | |
| 2025-12-31 | 101 | $297.9M | 24 | |
| 2025-09-30 | 101 | $307.7M | 34 | |
| 2025-06-30 | 97 | $289.3M | 0 | |
| 2025-03-31 | 99 | $269.3M | 100 | |
| 2024-12-31 | 112 | $307.5M | 0 | |
| 2024-09-30 | 109 | $301.2M | 0 | |
| 2024-06-30 | 103 | $278.3M | 0 | |
| 2024-03-31 | 91 | $250.9M | 0 | |
| 2023-06-30 | 53 | $175.8M | 0 | |
| 2023-03-31 | 60 | $185.2M | 0 | |
| 2022-12-31 | 58 | $172.2M | 0 | |
| 2022-09-30 | 62 | $162.2M | 0 | |
| 2022-06-30 | 65 | $166.6M | 0 | |
| 2022-03-31 | 61 | $206.2M | 0 | |
| 2021-12-31 | 56 | $188.5M | 0 | |
| 2021-09-30 | 58 | $234.6M | 0 | |
| 2021-06-30 | 54 | $205.0M | 100 | |
| 2021-03-31 | 53 | $184.9M | 22 | |
| 2020-12-31 | 54 | $191.9M | — |
Nia Impact Advisors, LLC's most significant position changes for 2026-03-31: Sold out: Procter & Gamble Co/the (PG); Sold out: Telefonica Sa-spon Adr (TELFY); New buy: Akamai Technologies INC (AKAM); New buy: Frontdoor INC (FTDR); New buy: Immunitybio INC (IBRX).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VRT | Vertiv Holdings Co-a | +1.1% | -18.82% | Trim |
| 2 | IRM | Iron Mountain INC | +0.8% | -4.04% | Trim |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | -22.53% | Trim |
| 4 | VRTX | Vertex Pharmaceuticals INC | +0.4% | -12.18% | Trim |
| 5 | STN | Stantec INC | +0.3% | -6.14% | Trim |
| 6 | PANW | Palo Alto Networks INC | +0.1% | -9.56% | Trim |
| 7 | NET | Cloudflare INC - Class A | 0% | -25.79% | Trim |
| 8 | IBM | Intl Business Machines CORP | 0% | -6.88% | Trim |
| 9 | ADSK | Autodesk INC | 0% | -8.70% | Trim |
| 10 | RUN | Sunrun INC | -0.1% | -4.33% | Trim |
| 11 | HOOD | Robinhood Markets INC - A | -0.1% | +17.62% | Add |
| 12 | ZG | Zillow Group INC - A | -0.1% | +0.17% | Add |
| 13 | SAP | Sap Se-sponsored Adr | -0.2% | -2.65% | Trim |
| 14 | UL | Unilever Plc-sponsored Adr | -0.2% | -52.10% | Trim |
| 15 | VEEV | Veeva Systems Inc-class A | -0.2% | -54.70% | Trim |
| 16 | XYL | Xylem INC | -0.2% | -22.60% | Trim |
| 17 | ATR | Aptargroup INC | -0.2% | -72.58% | Trim |
| 18 | CARR | Carrier Global CORP | -0.3% | -66.98% | Trim |
| 19 | AVGO | Broadcom INC | -0.3% | -25.50% | Trim |
| 20 | TMUS | T-mobile US INC | -0.3% | -59.09% | Trim |
| 21 | NYT | New York Times Co-a | -0.3% | -70.71% | Trim |
| 22 | FSLR | First Solar INC | -0.4% | -8.21% | Trim |
| 23 | ADP | Automatic Data Processing | -0.4% | -70.53% | Trim |
| 24 | DHR | Danaher CORP | -0.4% | -59.21% | Trim |
| 25 | CNI | Canadian Natl Railway Co | -0.4% | -69.92% | Trim |
| 26 | WGS | Genedx Holdings CORP | -0.4% | +3.26% | Add |
| 27 | MSFT | Microsoft CORP | -0.6% | -31.61% | Trim |
| 28 | HO1 | Hologic INC | -0.6% | -56.06% | Trim |
| 29 | AAPL | Apple INC | -0.6% | -30.86% | Trim |
| 30 | SYK | Stryker CORP | -0.6% | -67.70% | Trim |
| 31 | MA | Mastercard INC - A | -0.6% | -71.24% | Trim |
| 32 | ADI | Analog Devices INC | -0.6% | -68.67% | Trim |
| 33 | AMD | Advanced Micro Devices | -0.6% | -49.16% | Trim |
| 34 | ROK | Rockwell Automation INC | -0.7% | -70.41% | Trim |
| 35 | ACM | Aecom | -0.7% | -56.57% | Trim |
| 36 | NVDA | Nvidia CORP | -0.8% | -62.81% | Trim |
| 37 | TEAM | Atlassian Corp-cl A | -0.8% | -60.33% | Trim |
| 38 | SHOP | Shopify INC - Class A | -0.9% | -60.24% | Trim |
| 39 | GOOGL | Alphabet Inc-cl A | -0.9% | -70.32% | Trim |
| 40 | PG | Procter & Gamble Co/the | — | EXIT | Sold out |
| 41 | TELFY | Telefonica Sa-spon Adr | — | EXIT | Sold out |
| 42 | AKAM | Akamai Technologies INC | — | NEW | New buy |
| 43 | FTDR | Frontdoor INC | — | NEW | New buy |
| 44 | IBRX | Immunitybio INC | — | NEW | New buy |
| 45 | ANET | Arista Networks INC | — | NEW | New buy |
| 46 | VMI | Valmont Industries | — | NEW | New buy |
| 47 | AMAT | Applied Materials INC | — | NEW | New buy |
| 48 | AEIS | Advanced Energy Industries | — | NEW | New buy |
| 49 | NVO | Novo-nordisk A/s-spons Adr | — | EXIT | Sold out |
| 50 | ISRG | Intuitive Surgical INC | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-08 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-09 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-13 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-14 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-15 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-14 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-14 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-09 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-15 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-11 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-03 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-09 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-05 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-11 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-11 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-16 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-16 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-06-16 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-01-25 | 13F-HR | View on EDGAR |
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