CIK 2067277
ALLIUM FINANCIAL ADVISORS, LLC
Institutional 13F holdings & portfolio
Holdings
79
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 79
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 28 | $1M+ | SH |
| EEM | ISHARES TR | 242K | $1M+ | SH |
| IVV | ISHARES TR | 15K | $1M+ | SH |
| RWAY | RUNWAY GROWTH FINANCE CORP | 761K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 7K | $1M+ | SH |
| AAPL | APPLE INC | 22K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 30K | $1M+ | SH |
| PDI | PIMCO DYNAMIC INCOME FD | 288K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 8K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 92K | $1M+ | SH |
| IWR | ISHARES TR | 32K | $1M+ | SH |
| AMZN | AMAZON COM INC | 11K | $1M+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 31K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 2K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| IWO | ISHARES TR | 4K | $1M+ | SH |
| GOOGL | ALPHABET INC | 4K | $1M+ | SH |
| META | META PLATFORMS INC | 2K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 8K | $1M+ | SH |
| LLY | ELI LILLY & CO | 1K | $1M+ | SH |
| TSLA | TESLA INC | 3K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 2K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2K | $1M+ | SH |
| AVGO | BROADCOM INC | 3K | $1M+ | SH |
| GOOG | ALPHABET INC | 3K | $500K+ | SH |
| DGRO | ISHARES TR | 13K | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO. | 3K | $500K+ | SH |
| ABBV | ABBVIE INC | 4K | $500K+ | SH |
| IXN | ISHARES TR | 7K | $500K+ | SH |
| MU | MICRON TECHNOLOGY INC | 3K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 4K | $500K+ | SH |
| AMAT | APPLIED MATLS INC | 3K | $500K+ | SH |
| IWF | ISHARES TR | 1K | $500K+ | SH |
| BAC | BANK AMERICA CORP | 10K | $500K+ | SH |
| HCA | HCA HEALTHCARE INC | 1K | $500K+ | SH |
| WMT | WALMART INC | 4K | $500K+ | SH |
| PHM | PULTE GROUP INC | 4K | $100K–$500K | SH |
| IJK | ISHARES TR | 5K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 1K | $100K–$500K | SH |
| IJT | ISHARES TR | 3K | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 2K | $100K–$500K | SH |
| IVW | ISHARES TR | 4K | $100K–$500K | SH |
| GE | GE AEROSPACE | 1K | $100K–$500K | SH |
| NKE | NIKE INC | 7K | $100K–$500K | SH |
| VXUS | VANGUARD STAR FDS | 5K | $100K–$500K | SH |
| IVE | ISHARES TR | 2K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 639 | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 1K | $100K–$500K | SH |
| IJJ | ISHARES TR | 3K | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD | 462 | $100K–$500K | SH |