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Allodium Investment Consultants, LLC - Portfolio Stock Holdings

Allodium Investment Consultants, LLC disclosed 58 stock positions in a recent SEC 13F filing. $243,518,683 of stock holdings were filed, with the largest holdings including DFUS, DFAI, and DFAS. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $576,759,336 and has 12 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

58

Est. Stock Holding Value:

$243,518,683

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Allodium Investment Consultants, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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