ALLIUM FINANCIAL ADVISORS, LLC
All 13F Filings
- Location
- Lake Oswego, OR
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 152,748
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 8/13/2026 | 80 | 152,748 | 13F-HR | ALLIUM FINANCIAL ADVISORS, LLC |
| Q1 2026 | 5/7/2026 | 79 | 124,710 | 13F-HR | ALLIUM FINANCIAL ADVISORS, LLC |
| Q4 2025 | 2/9/2026 | 79 | 126,154 | 13F-HR | ALLIUM FINANCIAL ADVISORS, LLC |
| Q3 2025 | 11/14/2025 | 81 | 120,825 | 13F-HR | ALLIUM FINANCIAL ADVISORS, LLC |
| Q2 2025 | 2/9/2026 | 88 | 114,754 | 13F-HR/A - RESTATEMENT | ALLIUM FINANCIAL ADVISORS, LLC |
| Q2 2025 | 8/13/2025 | 89 | 136,189 | 13F-HR | ALLIUM FINANCIAL ADVISORS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 88.96 K | 58.2% | 13.01 K | 0 | 13.01 K |
| ETFs | 63.79 K | 41.8% | 15.03 K | 0 | 15.03 K |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
152,748
Holdings
80
QoQ value change ($000)
28,038
(22.5%)
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.