ALLIUM FINANCIAL ADVISORS, LLC

CIK: 0002067277SEC EDGAR →

Portfolio Value

$126.2M

Holdings

79

As of

Q4 2025

New Positions

4

Closed Positions

6

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

BERKSHIRE HATHAWAY INC DEL

28$21.1M
16.75%
2

ISHARES TR

242,309$13.3M
10.51%
3

ISHARES TR

15,140$10.4M
8.22%
4

RUNWAY GROWTH FINANCE CORP

760,864$6.8M
5.39%
5

COSTCO WHSL CORP NEW

7,278$6.3M
4.97%
6

APPLE INC

21,742$5.9M
4.68%
7

NVIDIA CORPORATION

30,075$5.6M
4.45%
8

PIMCO DYNAMIC INCOME FD

288,079$5.1M
4.04%
9

MICROSOFT CORP

8,095$3.9M
3.10%
10

DIMENSIONAL ETF TRUST

92,057$3.6M
2.89%

Quarterly Changes

Top Buys

EEM↑ Increased
$7.3M
PDI↑ Increased
$2.2M
COST↑ Increased
$1.6M
IWR↑ Increased
$373K
VGTNEW
$348K

Top Sells

RWAY↓ Decreased
$2.9M
MSFT↓ Decreased
$1.7M
NVDA↓ Decreased
$972K
DGRO↓ Decreased
$739K
ZROZCLOSED
$604K

New Positions (4)

$348K · 462 shares
$227K · 631 shares
$211K · 274 shares
$202K · 397 shares

Closed Positions (6)

$604K · 9K shares
$482K · 19K shares
$398K · 4K shares
$259K · 922 shares
$223K · 242 shares
$205K · 2K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services33$54.8M43.4%
Technology13$25.9M20.5%
Unknown6$23.2M18.4%
Consumer Defensive2$6.8M5.4%
Consumer Cyclical6$5.4M4.3%
Communication Services5$4.3M3.4%
Healthcare6$3.9M3.1%
Energy3$654K0.5%
Industrials2$638K0.5%
Basic Materials2$280K0.2%
Utilities1$234K0.2%