13F Insight
DOSSIER · 13F-HR · Q1 2026

Allodium Investment Consultants, LLC

Allodium Investment Consultants's pension fund based in San Francisco, CA — $209M in tracked AUM across 52 positions as of Q1 2026.

AI
Allodium Investment Consultants·San Francisco, CA·Pension Fund
CIK 0002052983 · last filed Mar 31, 2026
Total AUM
$209M
▼ 17.2%
vs prior
Holdings
52
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
Top sector
Financials
13% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
SEC 13F Filing Analysis: Allodium Investment Consultants, LLC
1. Portfolio Overview

Allodium Investment Consultants, LLC manages a portfolio with a total market value of $197.34 million as of December 31, 2025. This represents a significant expansion of assets under management, with the portfolio value increasing by 69.5% (or approximately $80.9 million) from the previous quarter's $116.43 million.

The portfolio consists of 52 holdings, indicating a strategy that balances...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFUS
DIMENSIONAL ETF TRUST
$24M345K11.7%
02
DFAI
DIMENSIONAL ETF TRUST
$23M578K10.8%
03
DFAS
DIMENSIONAL ETF TRUST
$20M278K9.5%
04
AVIG
AMERICAN CENTY ETF TR
$15M353K7.0%
05
VNQ
VANGUARD INDEX FDS
$14M158K6.7%
06
DFAE
DIMENSIONAL ETF TRUST
$10M306K5.0%
07
DFIS
DIMENSIONAL ETF TRUST
$10M299K4.8%
08
DFSI
DIMENSIONAL ETF TRUST
$8M194K3.9%
09
IVV
ISHARES TR
$8M12K3.8%
10
DFSU
DIMENSIONAL ETF TRUST
$6M146K2.9%

Filing history

Filing history loading…