ALLIUM FINANCIAL ADVISORS, LLC - Portfolio overview

ALLIUM FINANCIAL ADVISORS, LLC has 87 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. BRKA - BERKSHIRE HATHAWAY INC DEL, 15.77%
2. EEM - ISHARES TR, 13.04%
3. IVV - ISHARES TR, 8.23%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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