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Allodium Investment Consultants - Q1 2026 13F Filings

AL

Allodium Investment Consultants, LLC

CIK: 0002052983
Address: Minnesota Minneapolis 500 Washington Ave S Ste 4400
$208.82 M
Portfolio Value
52
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 10/14/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. DFSI Dimensional International Sustainability Core 1 Etf
+$8.23 M
2. NUDM Nuveen Esg Intl Devel Mrk Eq
+$4.12 M
3. DFSE Dimensional Em Sus Core1 Etf
+$3.28 M
4. AVIG Avantis Core Fixed Income Etf
+$3.1 M
5. AVSF Avantis Short-Term Fixed Income Etf
+$1.82 M

Top Sells

Q1 2026
1. NUSC Nuveen Esg Small-Cap Etf
−$613,041.15
2. DFAE Dimensional Emerging Core Equity Market Etf
−$479,864.01
3. MSFT Microsoft Corporation
−$224,400
4. VEA Vanguard Ftse Developed Markets Etf
−$117,267.14
5. DFIS Dimensional International Small Cap Etf
−$88,754.04

Asset Allocation

Stocks/ETFs
+14.44%
$208.82 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Allodium Investment Consultants Q1 2026 Filing Summary

Allodium Investment Consultants, LLC filed its 13F report for Q1 2026 on April 09, 2026. The portfolio totaled 208.82 M reflecting a +5.82% change from the prior quarter, spanning 52 assets. The top 10 holdings comprised 66.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 4 new positions and 1 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Allodium Investment Consultants’s Q1 2026 Filing

Allodium Investment Consultants submitted their Form 13F-HR for the Q1 2026 period on 04/09/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Allodium Investment Consultants reported a managed portfolio value of 208.82 M, consisting of 52 individual positions.

This page displays the raw filing documents. To see which stocks Allodium Investment Consultants bought or sold during Q1 2026, please visit Allodium Investment Consultants's Portfolio Analysis page.