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Allodium Investment Consultants - Q4 2025 13F Filings

AL

Allodium Investment Consultants, LLC

CIK: 0002052983
Address: Minnesota Minneapolis 500 Washington Ave S Ste 4400
$197.34 M
Portfolio Value
52
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 10/14/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. DFAI Dimensional International Core Equity Market Etf
+$3.63 M
2. AVIG Avantis Core Fixed Income Etf
+$2.43 M
3. DFAS Dimensional Us Small Cap Etf
+$1.89 M
4. VNQ Vanguard Real Estate Etf
+$1.77 M
5. DFUS Dimensional Us Equity Market Etf
+$1.62 M

Top Sells

Q4 2025
1. IJT Ishares S&P Small-Cap 600 Growth Etf
−$211,685
2. DFSU Dimensional Us Sustainability Core 1 Etf
−$175,110.27
3. SUSA Ishares Esg Optimized Msci Usa Etf
−$140,203.72
4. NUSC Nuveen Esg Small-Cap Etf
−$106,445.7
5. DSI Ishares Esg Msci Kld 400 Etf
−$105,512.81

Asset Allocation

Stocks/ETFs
+12.21%
$182.47 M 92.46%
Options
$0 0.00%
Debt
$0 0.00%
Other
+2.60%
$14.88 M 7.54%

Sector Allocation (Stocks)

Allodium Investment Consultants Q4 2025 Filing Summary

Allodium Investment Consultants, LLC filed its 13F report for Q4 2025 on January 14, 2026. The portfolio totaled 197.34 M reflecting a +11.42% change from the prior quarter, spanning 52 assets. The top 10 holdings comprised 71.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 2 new positions and 1 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Allodium Investment Consultants’s Q4 2025 Filing

Allodium Investment Consultants submitted their Form 13F-HR for the Q4 2025 period on 01/14/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Allodium Investment Consultants reported a managed portfolio value of 197.34 M, consisting of 52 individual positions.

This page displays the raw filing documents. To see which stocks Allodium Investment Consultants bought or sold during Q4 2025, please visit Allodium Investment Consultants's Portfolio Analysis page.