Allodium Investment Consultants, LLC - Portfolio Stock Holdings

Allodium Investment Consultants, LLC disclosed 57 stock positions in a recent SEC 13F filing. $235,464,591 of stock holdings were filed, with the largest holdings including DFUS, DFAI, and DFAS. This filing represented positions held on June 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.