account_balance
Investment manager · 13F filer · SEC CIK 2067277
Allium Financial Advisors, LLC
Reported value$153Mas of Jun 30, 2026
Positions80 7 new, 6 sold out
Top 10 weight62.0%EEM alone is 16%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
EEMiShares Tr
16.0%Added +22%
Berkshire Hathaway Inc
13.7%
IVViShares Tr
8.2%Added +4%
NVDANvidia Corporation
4.4%Added +5%
AAPLApple Inc
4.3%
PDIPimco Dynamic Income Fd
4.1%Added +13%
COSTCostco Wholesale Corporation
3.2%
NSANational Storage Affiliates
2.8%New
DFACDimensional ETF Trust
2.7%
IWRiShares Tr
2.7%Added +12%
RWAYRunway Growth Finance Corp
2.6%Trimmed −8%
AMZN2.0%EEMiShares Tr
16.0%Added +22%
Berkshire Hathaway Inc
13.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
EEM iShares Tr 16.0% Added +22%
Berkshire Hathaway Inc 13.7% Held
IVV iShares Tr 8.2% Added +4%NVDA Nvidia Corporation 4.4% Added +5%AAPL Apple Inc 4.3% HeldPDI Pimco Dynamic Income Fd 4.1% Added +13%COST Costco Wholesale Corporation 3.2% HeldNSA National Storage Affiliates 2.8% NewDFAC Dimensional ETF Trust 2.7% HeldIWR iShares Tr 2.7% Added +12%RWAY Runway Growth Finance Corp 2.6% Trimmed −8%AMZN Amazon Com Inc 2.0% Added +17%What changed