Allodium Investment Consultants, LLC

All 13F Filings

Location
Minneapolis, MN
Most recent 13F
Q2 2026
Holdings value ($000)
235,465
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/14/2026 57 235,465 13F-HR Allodium Investment Consultants, LLC
Q1 2026 4/9/2026 52 208,823 13F-HR Allodium Investment Consultants, LLC
Q4 2025 1/14/2026 52 197,343 13F-HR Allodium Investment Consultants, LLC
Q3 2025 10/9/2025 51 177,114 13F-HR Allodium Investment Consultants, LLC
Q2 2025 8/5/2025 49 158,001 13F-HR Allodium Investment Consultants, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 4.337 K 1.8% 1.016 K 0 1.016 K
ETFs 228.2 K 96.9% 25.5 K 0 25.5 K
Debt 2.915 K 1.2% 129 0 129
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Fund Snapshot

Q2 2026
Latest filed
7/14/2026
Total value ($000)
235,465
Holdings
57
QoQ value change ($000)
26,642 (12.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.