NIA IMPACT ADVISORS, LLC

Registered adviser

CIK

1815217

Location

OAKLAND, CA

Portfolio Value

Small $229,572,687

Diversification

Diversified

Filing Date

Global Rank

#5,909 / 8,827 ▼ 190 · as of Jun 2026

Top Industry

Software - Infrastructure 9.5%

Period ended 38 days ago

Filed Nov 4, 2026 · 3d

22 quarters · since Dec 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 286587

Roster of Nov 1, 2026

Regulatory AUM

$458,970,786

Main clients

Individuals and high net worth (56% of AUM)

Registered funds advised

1 series (0 index, 0 ETFs)

$86,198,696 net assets· N-CEN Feb 28, 2026

LEI

984500JA7FCC0C565E85

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$458,970,786	Individuals and high net worth (56%)
Apr 2025 to Mar 2026	$525,668,520	Diversified
Feb 2025 to Mar 2025	$446,473,607	Individuals and high net worth (58%)
Sep 2024 to Jan 2025	$433,307,622	Individuals and high net worth (58%)
Apr 2024 to Aug 2024	$409,249,022	Individuals and high net worth (53%)
Mar 2024	$365,957,355	Diversified

9 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 36.8%, 38.7 effective positions, active share 86.7% against the Nasdaq-100 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

25.2% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 7.8 quarters (4 to under 12)

Closest benchmark: the Nasdaq-100 as of 2026-06-30, active share 86.7%; sector active share 20.7% against the combined 13F book's sector weights.

Over time 21 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

81 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

6.9%

+0.2 pts

Top 5

20.7%

−1.7 pts

Top 10

34.5%

−2.2 pts

HHI

245

Diversified−13

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	35.3%	$81,024,628	27
Healthcare	14.8%	$33,923,411	15
Industrials	13.2%	$30,230,506	10
Financial Services	8.6%	$19,718,377	5
Unclassified	7.1%	$16,397,669	4
Consumer Defensive	6.9%	$15,900,223	4
Consumer Cyclical	4.6%	$10,578,079	3
Utilities	3.9%	$8,850,041	2
Real Estate	2.6%	$5,896,112	3
Communication Services	1.7%	$3,862,901	7
Basic Materials	1.4%	$3,190,740	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NGVC	Natural Grocers by Vitamin Cottage, Inc.	+51,231	120,424	$3,668,115
AMAL	Amalgamated Financial Corp.	+38,672	147,805	$7,031,083
MWA	Mueller Water Products, Inc.	+18,237	128,564	$2,730,699
BEPC	Brookfield Renewable Corp	+14,870	160,567	$4,531,200
FMS	Fresenius Medical Care AG	+9,114	145,883	$3,264,861
TOST	Toast, Inc.	+7,853	67,104	$1,945,344
CWT	California Water Service Group	+7,499	93,340	$4,318,841
AKAM	Akamai Technologies Inc	+6,882	50,194	$5,338,131
VRT	Vertiv Holdings Co	+6,012	19,484	$4,701,684
CXT	Crane NXT, Co.	+5,893	43,012	$2,025,865
LEVI	Levi Strauss & Co	+4,699	15,676	$308,817
FSLR	First Solar, Inc.	+4,590	48,131	$8,430,625
PFE	Pfizer Inc	+4,362	19,367	$552,346
VMI	Valmont Industries Inc	+2,439	10,277	$4,758,045
COCO	Vita Coco Company, Inc.	+2,038	82,436	$4,719,873
LRN	Stride, Inc.	+1,000	46,596	$3,633,556
CSCO	Cisco Systems, Inc.	+910	7,151	$769,662
SPOT	Spotify Technology S.A.	+859	4,952	$2,413,505
HASI	HA Sustainable Infrastructure Capital, Inc.	+712	179,251	$6,420,770
FTDR	Frontdoor, Inc.	+665	80,012	$5,850,477
XYL	Xylem Inc.	+576	25,052	$2,537,016
WGS	GeneDx Holdings Corp.	+507	47,238	$3,415,307
GOOG	Alphabet Inc.	+478	1,179	$401,732
LRCX	Lam Research Corp	+469	2,339	$768,384
AXSM	Axsome Therapeutics, Inc.	+303	1,414	$260,727
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
RUN	Sunrun Inc.	−113,371	19,731	$153,309
IBRX	ImmunityBio, Inc.	−34,260	235,907	$2,226,962
EBAY	Ebay Inc	−28,956	41,667	$4,418,785
HOOD	Robinhood Markets, Inc.	−22,419	31,536	$3,547,800
GSK	GSK plc	−18,851	102,185	$4,922,251
GILD	Gilead Sciences, Inc.	−13,562	35,953	$5,358,794
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−6,039	17,573	$8,016,626
PANW	Palo Alto Networks Inc	−5,939	19,012	$7,553,657
AAPL	Apple Inc.	−2,601	18,223	$6,068,623
LMND	Lemonade, Inc.	−2,306	55,415	$2,501,433
AMAT	Applied Materials Inc	−1,768	4,493	$2,297,630
SAP	Sap SE	−1,676	24,726	$5,154,876
NTRA	Natera, Inc.	−1,468	11,833	$4,890,697
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−1,358	42,217	$15,799,290
AMD	Advanced Micro Devices Inc	−869	10,006	$6,121,270
VOD	Vodafone Group Public Ltd Co	−660	15,272	$246,642
—		−423	23,339	$0
ANET	Arista Networks, Inc.	−407	25,187	$5,127,821
TIMB	Tim S.A.	−344	11,483	$204,971
CNM	Core & Main, Inc.	−262	58,645	$2,432,594
ADSK	Autodesk, Inc.	−225	9,867	$2,062,203
STN	Stantec Inc	−205	66,525	$4,481,124
HMN	Horace Mann Educators Corp	−200	4,872	$217,291
MSFT	Microsoft Corp	−168	552	$283,120
AEIS	Advanced Energy Industries Inc	−166	6,602	$1,860,575
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
SMTC	Semtech Corp	24,604	$4,388,123
WCC	Wesco International Inc	11,721	$4,214,754
STLD	Steel Dynamics Inc	14,398	$3,190,740
P	Everpure, Inc.	2,799	$366,053
LLY	ELI LILLY & Co	260	$300,840
MRK	Merck & Co., Inc.	1,669	$242,522
BDSX	Biodesix Inc	7,384	$220,264
RLJ	RLJ Lodging Trust	15,852	$175,164
RPD	Rapid7, Inc.	11,446	$139,870
LILAK	Liberty Latin America Ltd.	15,592	$128,166
GDRX	GoodRx Holdings, Inc.	23,632	$77,749
RZLT	Rezolute, Inc.	18,322	$75,853
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
AVGO	Broadcom Inc.	15,149	$5,722,534
SNY	Sanofi	4,723	$201,483
HNI	Hni Corp	4,953	$200,150
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

81 tracked positions · $229,572,687 total · filing declares 81 positions · $231,922,178 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 81 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	42,217	-1,358	$15,799,290	−2.0%	6.88%
FSLR	First Solar, Inc. Technology	Added	48,131	+4,590	$8,430,625	−17.9%	3.67%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	17,573	-6,039	$8,016,626	−28.9%	3.49%
VRTX	Vertex Pharmaceuticals Inc Healthcare	Added	14,904	+241	$7,791,960	+7.0%	3.39%
PANW	Palo Alto Networks Inc Technology	Reduced	19,012	-5,939	$7,553,657	−11.2%	3.29%
AMAL	Amalgamated Financial Corp. Financial Services	Added	147,805	+38,672	$7,031,083	+40.4%	3.06%
HASI	HA Sustainable Infrastructure Capital, Inc. Financial Services	Added	179,251	+712	$6,420,770	−7.9%	2.80%
AMD	Advanced Micro Devices Inc Technology	Reduced	10,006	-869	$6,121,270	−3.1%	2.67%
AAPL	Apple Inc. Technology	Reduced	18,223	-2,601	$6,068,623	+0.7%	2.64%
IBM	International Business Machines Corp Technology	Reduced	27,417	-126	$6,029,820	−22.1%	2.63%
FTDR	Frontdoor, Inc. Consumer Cyclical	Added	80,012	+665	$5,850,477	−5.0%	2.55%
IRM	Iron Mountain Inc Real Estate	Reduced	49,562	-99	$5,498,903	−12.3%	2.40%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	35,953	-13,562	$5,358,794	−14.3%	2.33%
AKAM	Akamai Technologies Inc Technology	Added	50,194	+6,882	$5,338,131	+4.3%	2.33%
SAP	Sap SE Technology	Reduced	24,726	-1,676	$5,154,876	+26.7%	2.25%
ANET	Arista Networks, Inc. Technology	Reduced	25,187	-407	$5,127,821	+17.9%	2.23%
NET	Cloudflare, Inc. Technology	Reduced	14,198	-104	$4,930,681	+40.6%	2.15%
GSK	GSK plc Healthcare	Reduced	102,185	-18,851	$4,922,251	−22.4%	2.14%
NTRA	Natera, Inc. Healthcare	Reduced	11,833	-1,468	$4,890,697	+35.5%	2.13%
VMI	Valmont Industries Inc Industrials	Added	10,277	+2,439	$4,758,045	+5.1%	2.07%
COCO	Vita Coco Company, Inc. Consumer Defensive	Added	82,436	+2,038	$4,719,873	−11.2%	2.06%
VRT	Vertiv Holdings Co Industrials	Added	19,484	+6,012	$4,701,684	+4.2%	2.05%
BEPC	Brookfield Renewable Corp Utilities	Added	160,567	+14,870	$4,531,200	−16.2%	1.97%
STN	Stantec Inc Industrials	Reduced	66,525	-205	$4,481,124	−2.5%	1.95%
EBAY	Ebay Inc Consumer Cyclical	Reduced	41,667	-28,956	$4,418,785	−44.0%	1.92%
SMTC	Semtech Corp Technology	NEW	24,604	NEW	$4,388,123	NEW	1.91%
CWT	California Water Service Group Utilities	Added	93,340	+7,499	$4,318,841	+3.4%	1.88%
WCC	Wesco International Inc Industrials	NEW	11,721	NEW	$4,214,754	NEW	1.84%
UNFI	United Natural Foods Inc Consumer Defensive	Added	86,597	+65	$3,878,679	−1.9%	1.69%
NGVC	Natural Grocers by Vitamin Cottage, Inc. Consumer Defensive	Added	120,424	+51,231	$3,668,115	+70.9%	1.60%
LRN	Stride, Inc. Consumer Defensive	Added	46,596	+1,000	$3,633,556	−7.6%	1.58%
HOOD	Robinhood Markets, Inc. Financial Services	Reduced	31,536	-22,419	$3,547,800	−34.4%	1.55%
WGS	GeneDx Holdings Corp. Healthcare	Added	47,238	+507	$3,415,307	+6.5%	1.49%
FMS	Fresenius Medical Care AG Healthcare	Added	145,883	+9,114	$3,264,861	+5.6%	1.42%
STLD	Steel Dynamics Inc Basic Materials	NEW	14,398	NEW	$3,190,740	NEW	1.39%
NXT	Nextpower Inc. Technology	Reduced	37,136	-117	$2,894,008	−34.8%	1.26%
MWA	Mueller Water Products, Inc. Industrials	Added	128,564	+18,237	$2,730,699	−4.2%	1.19%
XYL	Xylem Inc. Industrials	Added	25,052	+576	$2,537,016	−12.3%	1.11%
LMND	Lemonade, Inc. Financial Services	Reduced	55,415	-2,306	$2,501,433	−33.4%	1.09%
CNM	Core & Main, Inc. Industrials	Reduced	58,645	-262	$2,432,594	−14.4%	1.06%
SPOT	Spotify Technology S.A. Communication Services	Added	4,952	+859	$2,413,505	+28.4%	1.05%
AMAT	Applied Materials Inc Technology	Reduced	4,493	-1,768	$2,297,630	−49.2%	1.00%
IBRX	ImmunityBio, Inc. Healthcare	Reduced	235,907	-34,260	$2,226,962	−5.8%	0.97%
ADSK	Autodesk, Inc. Technology	Reduced	9,867	-225	$2,062,203	+5.1%	0.90%
CXT	Crane NXT, Co. Industrials	Added	43,012	+5,893	$2,025,865	+6.7%	0.88%
TOST	Toast, Inc. Technology	Added	67,104	+7,853	$1,945,344	+18.0%	0.85%
AEIS	Advanced Energy Industries Inc Industrials	Reduced	6,602	-166	$1,860,575	−26.3%	0.81%
CSCO	Cisco Systems, Inc. Technology	Added	7,151	+910	$769,662	+5.0%	0.34%
LRCX	Lam Research Corp Technology	Added	2,339	+469	$768,384	−5.2%	0.33%
STM	STMicroelectronics N.V. Technology	Held	12,145	0	$648,057	−28.7%	0.28%

Showing the top 50 of 81 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.