DOSSIER · 13F-HR · Q3 2026
Allodium Investment Consultants, LLC
$244M in tracked AUM across 56 positions as of Q3 2026.
AI
CIK 0002052983 · last filed Sep 30, 2026
AI Analysis · Q3 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...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026.