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CIK: 0002052983
Total reported value
$235.5M
$235.5M
52 檔
40.5%
The Q1 2026 SEC filing reveals that Allodium Investment Consultants, LLC held a total portfolio value of $235.5M, covering 52 public equity positions.
In Q1 2026, Allodium Investment Consultants, LLC displayed an active expansion posture, initiating 1 new positions and adding to 29 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 11.72% | +0.15% | +2.99% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 10.79% | -0.36% | -0.15% | |
| 3 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 9.46% | +0.01% | +3.06% | |
| 4 | AVIG | Avantis Core Fixed Income | ETF-Other | 7.02% | -0.28% | +26.82% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-Other | 6.72% | -0.42% | +6.85% | |
| 6 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 4.96% | -0.03% | -4.43% | |
| 7 | DFIS | Dimensional International Sm | ETF-Other | 4.83% | -0.24% | -0.87% | |
| 8 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 3.94% | -0.07% | +1.10% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.76% | +0.02% | -0.88% | |
| 10 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 2.87% | -0.05% | +10.53% | |
| 11 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 2.65% | +0.24% | -9.98% | |
| 12 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 2.59% | -0.14% | +20.53% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.06% | -0.26% | +9.65% | |
| 14 | AVSF | Avantis Short-term Fixed Inc | ETF-Other | 2.00% | -0.03% | +77.07% | |
| 15 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-Other | 1.97% | +0.06% | +17.93% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.92% | -0.05% | -2.84% | |
| 17 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 1.57% | +0.03% | +1.90% | |
| 18 | NUEM | Nuveen Esg Emerging Markets | ETF-Emerging Markets | 1.42% | +0.04% | +7.39% | |
| 19 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 1.39% | +0.13% | +9.94% | |
| 20 | BND | Vanguard Total Bond Market | ETF-Other | 1.34% | +0.08% | +8.61% | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.33% | -0.09% | +28.94% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.30% | +0.09% | -0.66% | |
| 23 | VGSR | Vert Glb Sust Re ETF | ETF-Other | 1.20% | +0.05% | +13.08% | |
| 24 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 1.08% | -0.08% | -3.14% | |
| 25 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.98% | +0.05% | +19.87% | |
| 26 | TOLZ | Proshares Glb Infrastructure | ETF-Other | 0.96% | -0.10% | +6.59% | |
| 27 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.95% | -0.33% | +2.92% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.87% | +0.02% | — | |
| 29 | PAVE | Global X US Infrastructure | ETF-Other | 0.67% | +0.01% | +1.42% | |
| 30 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.64% | +0.01% | +4.14% | |
| 31 | AVDE | Avantis International Equity | ETF-Other | 0.50% | -0.03% | +10.77% | |
| 32 | CGW | Invesco S&p Global Water Ind | ETF-Other | 0.49% | -0.13% | -3.19% | |
| 33 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.41% | — | -0.58% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-Other | 0.36% | +0.01% | +77.34% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.35% | -0.02% | — | |
| 36 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.31% | — | — | |
| 37 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.30% | +0.11% | +81.57% | |
| 38 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.22% | -0.01% | +22.62% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.20% | — | -4.42% | |
| 40 | MUB | Ishares National Muni Bond E | ETF-Other | 0.20% | -0.02% | -0.15% | |
| 41 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.18% | -0.01% | +27.52% | |
| 42 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.18% | +0.02% | — | |
| 43 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.16% | — | +0.04% | |
| 44 | VV | Vanguard Large-cap ETF | ETF-Other | 0.15% | +0.01% | -10.55% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.14% | +0.01% | +0.20% | |
| 46 | AAPL | Apple Inc | Stock-Tech | 0.14% | -0.02% | — | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.14% | -0.01% | -6.23% | |
| 48 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.14% | -0.01% | +0.06% | |
| 49 | FDM | First Trust Dow J Select Mic | ETF-Other | 0.13% | — | — | |
| 50 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.13% | — | — |
According to official SEC Form 13F filings, Allodium Investment Consultants, LLC reported a total U.S. public equity portfolio value of $235.5M across 52 disclosed positions in Q1 2026.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFUS, DFAI, DFAS) accounted for 40.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
ESML
市值: $638.1K
Top Position Liquidated / Trimmed
MSFT
前期市值: $224.4K
During Q1 2026, Allodium Investment Consultants, LLC's top holdings by market value included DFUS (11.7%)、DFAI (10.8%)、DFAS (9.5%). The largest single position, DFUS, represented 11.7% of total portfolio value.
In Q1 2026, Allodium Investment Consultants, LLC made 45 total portfolio adjustments, initiating 1 new buys, adding to 29 positions, trimming 14 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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