AF

ALLIUM FINANCIAL ADVISORS, LLC

13F
ALLIUM FINANCIAL ADVISORS, LLC
Last update 2025-05-07 85 Stocks (0 new)
Value $110.00 Mil Turnover 0 %
Countries:
Top Holdings: BRK.A(20.38%)RWAY(9.63%)IVV(7.58%)AAPL(5.24%)COST(4.54%)
Summary Stock Picks Current Portfolio
ALLIUM FINANCIAL ADVISORS, LLC... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BRK.A
Berkshire Hathaway Inc
28
22,356.4
0%
20.380
0%
0.000
-8.96%
+6.58%
1,039,421.7
Insurance
RWAY
Runway Growth Finance Corp
1,021,092
10,568.3
0%
9.630
0%
2.730
+23.27%
+8.05%
412.7
Credit Services
IVV
iShares Core S&P 500 ETF
14,788
8,309.4
0%
7.580
0%
0.000
+16.09%
+8.31%
642,461.0
 
AAPL
Apple Inc
25,874
5,747.4
0%
5.240
0%
0.000
+2.72%
-14.43%
3,192,682.2
Hardware
COST
Costco Wholesale Corp
5,269
4,983.4
0%
4.540
0%
0.000
-4.15%
+2.16%
414,118.9
Retail - Defensive
NVDA
NVIDIA Corp
41,986
4,550.5
0%
4.150
0%
0.000
+63.25%
+29.40%
4,237,094.2
Semiconductors
MSFT
Microsoft Corp
9,611
3,608.0
0%
3.290
0%
0.000
+32.15%
+21.67%
3,797,138.0
Software
DFAC
Dimensional U.S. Core Equity 2 ETF
92,057
3,037.0
0%
2.770
0%
0.010
+15.32%
+6.65%
35,930.5
 
SPY
SPDR S&P 500 ETF Trust
5,168
2,890.8
0%
2.640
0%
0.000
+16.05%
+8.25%
654,583.2
 
META
Meta Platforms Inc
4,152
2,393.1
0%
2.180
0%
0.000
+34.17%
+22.28%
1,797,241.1
Interactive Media

ALLIUM FINANCIAL ADVISORS, LLC's Historical Top Holdings Breakdowns

ALLIUM FINANCIAL ADVISORS, LLC Total Holding History ($B)

To

ALLIUM FINANCIAL ADVISORS, LLC's Asset Allocation

To

ALLIUM FINANCIAL ADVISORS, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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ALLIUM FINANCIAL ADVISORS, LLC's Hypothetical Growth since 2025-03-31

ALLIUM FINANCIAL ADVISORS, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

ALLIUM FINANCIAL ADVISORS, LLC's Holdings Heat Map

Size field:

ALLIUM FINANCIAL ADVISORS, LLC's Holdings Bubble Chart

ALLIUM FINANCIAL ADVISORS, LLC News

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