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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Insight foundationEmber +more
- Established Date
- 01-31-2018
- Office Locations
- 1
Office Locations
About Impactfolio LLC
IMPACTFOLIO LLC is a Denver-based RIA providing holistic financial planning and impact-focused portfolio management for clients locally and nationwide via video. The firm uses a Planet/People/Profit lens, with risk-based core model portfolios and a tactical “Explore” approach that adapts to market conditions and relative strength. Custody includes Charles Schwab; the firm publishes an annual impact report and is Climate Leader Certified.
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Client Personas
Custodian
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Owner & Executives
JEFFREY SCOTT ARNOLD
Chief Compliance Officer, Managing Member, PARTNER, PORTFOLIO MANAGER
- CRD
- #3034274
- Ownership
- 25% but less than 50%
REBECCA L KENNEDY
Financial Planner, Managing Member, PARTNER
- CRD
- #4649326
- Ownership
- 25% but less than 50%
Timber vital
Crest vector
- CRD
- #74760
- Ownership
- 34.7%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $288,881,574 | $503,278 |
| Non-Discretionary | $0 | -- |
| Total | $288,881,574 | $503,278 |
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Separately Managed Accounts
Total SMA Asset: $288,881,574
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $501,769,685 | 27.4% |
| Equity - Exchange | $210,596,766 | 11.5% |
| Cash | $1,118,909,773 | 61.1% |
| Total | $1,831,276,224 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| NORTH SUMMIT | HORIZON ZENITH | CTXJ7E48C | PBOQ | 6.24% | $76,873,994 |
| CAPITAL VECTOR ZENITH | INSIGHT WAVE | CM99202VA | KSFC | 6.58% | $68,404,617 |
| BRIDGE GLACIER CATALYST | WAVE ATLAS | 4W3PXCJ8V | UHJ | 11.25% | $26,330,048 |
| MATRIX ALPHA MERIDIAN | MATRIX RIDGE | UTSWWUHU3 | LUPM | 9.95% | $25,820,522 |
| GLACIER OPTIMA HARBOR | PIONEER VECTOR | M8JKECGSD | MJALH | 9.49% | $7,059,700 |
| RIDGE PRIME MOMENTUM | FOCUS NORTH | NP5ESQCUN | FWE | 6.08% | $94,006,448 |
| VALUE HARBOR SUMMIT | FRONTIER SUMMIT | 1BBPUXE1W | KLGS | 3.66% | $61,701,267 |
| ALPHA EMBER | ZENITH HARBOR | Y526VCGZ3 | JRTYG | 4.66% | $6,433,805 |