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Livermore
Livermore
ZHEN

Nia Impact Advisors, LLC

SEC CIK
0001815217
Latest filing
Aug 3, 2026

The latest 13F from Nia Impact Advisors, LLC covers Q2 2026 (filed Aug 3, 2026): 72 long positions worth $241.4M. The top 10 holdings make up 36.8% of the portfolio, and the largest is Vanguard Morningstar Total Stock Market ETF at 6.7%. Livermore has 20 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
5
Est. +$1.21M
Added
27
Est. +$19.5M
Reduced
36
Est. −$24.1M
Sold out
22
Est. −$16.3M

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard Morningstar Total Stock Market ETF922908769
    6.7%$16.1M
  2. TSMTaiwan Semiconductor Manufacturing Co Ltd
    4.7%$11.3MHistory
  3. FSLRFirst Solar, Inc.
    4.3%$10.3MHistory
  4. PANWPalo Alto Networks Inc
    3.5%$8.51MHistory
  5. EBAYeBay Inc
    3.3%$7.89MHistory

Share of portfolio

Top 5 holdings and the other 67 positions, by share of portfolio value

  1. Vanguard Morningstar Total Stock Market ETF6.7%
  2. TSM4.7%
  3. FSLR4.3%
  4. PANW3.5%
  5. EBAY3.3%
  6. Other 67 positions77.6%

Biggest buys

New and added positions, by estimated amount bought

  1. FTDRFrontdoor, Inc.
    +$2.69MAddedHistory
  2. AKAMAkamai Technologies Inc
    +$2.69MAddedHistory
  3. CWTCalifornia Water Service Group
    +$2.43MAddedHistory
  4. VMIValmont Industries Inc
    +$1.99MAddedHistory
  5. AMATApplied Materials Inc
    +$1.87MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. FTDRFrontdoor, Inc.
    +1.50 pp1.1% → 2.6%History
  2. AMATApplied Materials Inc
    +1.32 pp0.6% → 1.9%History
  3. VMIValmont Industries Inc
    +1.10 pp0.8% → 1.9%History
  4. AKAMAkamai Technologies Inc
    +1.07 pp1.1% → 2.1%History
  5. CWTCalifornia Water Service Group
    +1.01 pp0.7% → 1.7%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. VRTVertiv Holdings Co
    −$3.45MReducedHistory
  2. MSFTMicrosoft Corp
    −$2.51MReducedHistory
  3. AAPLApple Inc.
    −$2.50MReducedHistory
  4. NXTNextpower Inc.
    −$2.40MReducedHistory
  5. HOLXHologic Inc
    −$1.76MSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. NXTNextpower Inc.
    −1.24 pp3.1% → 1.8%History
  2. MSFTMicrosoft Corp
    −1.11 pp1.2% → 0.1%History
  3. XYLXylem Inc.
    −0.84 pp2.0% → 1.2%History
  4. AAPLApple Inc.
    −0.83 pp3.3% → 2.5%History
  5. HOLXHologic Inc
    −0.78 pp0.8% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$241.4M
+$16.5M (+7.3%) vs. prior quarter
Positions
72
−17 vs. prior quarter
Top 10 concentration
36.8%
Top 10 as share of value
Turnover
8.9%
Q2 2026, one quarter
Average holding period
7.8 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

20 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $307.7M (Q3 2025)

Q1 2021: $184.9MQ2 2021: $205.0MQ3 2021: $234.6MQ4 2021: $188.5MQ1 2022: $206.2MQ2 2022: $166.6MQ3 2022: $162.2MQ4 2022: $172.2MQ1 2023: $185.2MQ2 2023: $175.8MQ1 2024: $250.9MQ2 2024: $278.3MQ3 2024: $301.2MQ4 2024: $307.5MQ1 2025: $269.3MQ2 2025: $289.3MQ3 2025: $307.7MQ4 2025: $297.9MQ1 2026: $224.9MQ2 2026: $241.4M
Q1 2021Q2 2026
13F filings of Nia Impact Advisors, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 3, 202672$241.4MVanguard Morningstar Total Stock Market ETFTSMFSLRvs. Q1 2026SEC
Q1 2026May 8, 202689$224.9MVanguard Morningstar Total Stock Market ETFFSLRTSMvs. Q4 2025SEC
Q4 2025Feb 9, 2026101$297.9MVanguard Morningstar Total Stock Market ETFFSLRAAPLvs. Q3 2025SEC
Q3 2025Nov 13, 2025101$307.7MVanguard Morningstar Total Stock Market ETFTSMAAPLvs. Q2 2025SEC
Q2 2025Aug 14, 202597$289.3MVanguard Morningstar Total Stock Market ETFSTNAAPLvs. Q1 2025SEC
Q1 2025May 15, 202599$269.3MVanguard Morningstar Total Stock Market ETFAAPLIBMvs. Q4 2024SEC
Q4 2024Feb 14, 2025112$307.5MSSDVanguard Morningstar Total Stock Market ETFAAPLvs. Q3 2024SEC
Q3 2024Nov 14, 2024109$301.2MSSDVanguard Morningstar Total Stock Market ETFAAPLvs. Q2 2024SEC
Q2 2024Aug 9, 2024103$278.3MSSDVanguard Morningstar Total Stock Market ETFAAPLvs. Q1 2024SEC
Q1 2024May 15, 202491$250.9MVanguard Morningstar Total Stock Market ETFIBMAAPL–SEC
Q2 2023Aug 11, 202353$175.8MFSLRVanguard Morningstar Total Stock Market ETFIBMvs. Q1 2023SEC
Q1 2023May 3, 202360$185.2MVanguard Morningstar Total Stock Market ETFFSLRIBMvs. Q4 2022SEC
Q4 2022Feb 9, 202358$172.2MVanguard Morningstar Total Stock Market ETFIBMGILDvs. Q3 2022SEC
Q3 2022Nov 14, 202262$162.2MVanguard Morningstar Total Stock Market ETFBEPCIBMvs. Q2 2022SEC
Q2 2022Aug 5, 202265$166.6MVanguard Morningstar Total Stock Market ETFBEPCIBMvs. Q1 2022SEC
Q1 2022May 11, 202261$206.2MVanguard Morningstar Total Stock Market ETFBEPCTSMvs. Q4 2021SEC
Q4 2021Feb 11, 202256$188.5MVanguard Morningstar Total Stock Market ETFTSMBEPCvs. Q3 2021SEC
Q3 2021Nov 16, 202157$234.6MBEPCMRNAVanguard Morningstar Total Stock Market ETFvs. Q2 2021SEC
Q2 2021Aug 16, 202154$205.0MMRNAVanguard Morningstar Total Stock Market ETFBEPCvs. Q1 2021SEC
Q1 2021Jun 16, 202153$184.9MBEPCVanguard Morningstar Total Stock Market ETFSunpower Corp–SEC