ALLIUM FINANCIAL ADVISORS, LLC
ALLIUM FINANCIAL ADVISORS, LLC reported 80 positions worth $152.7M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: EEM (16.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | EEM | SH | $24.4M | 15.96% | 356,385 | — | — | |
| ▸ 2 | BRK-A | SH | $21.0M | 13.73% | 28 | — | — | |
| ▸ 3 | IVV | SH | $12.6M | 8.22% | 16,775 | — | — | |
| ▸ 4 | NVDA | SH | $6.7M | 4.39% | 33,507 | — | — | |
| ▸ 5 | AAPL | SH | $6.6M | 4.30% | 22,679 | — | — | |
| ▸ 6 | PDI | SH | $6.2M | 4.06% | 371,490 | — | — | |
| ▸ 7 | COST | SH | $4.9M | 3.19% | 5,207 | — | — | |
| ▸ 8 | NSA* | SH | $4.3M | 2.83% | 97,334 | — | — | |
| ▸ 9 | DFAC | SH | $4.1M | 2.67% | 92,057 | — | — | |
| ▸ 10 | IWR | SH | $4.1M | 2.65% | 36,717 | — | — |
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Frequently Asked Questions
What stocks does ALLIUM FINANCIAL ADVISORS, LLC hold as of Q2 2026?
ALLIUM FINANCIAL ADVISORS, LLC reported 80 positions worth $152.7M in its Q2 2026 13F filing. Largest positions: EEM (16.0%), BRK-A (13.7%), IVV (8.2%), NVDA (4.4%) and AAPL (4.3%).
What did ALLIUM FINANCIAL ADVISORS, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did ALLIUM FINANCIAL ADVISORS, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.