PALLADIEM, LLC - Portfolio Stock Holdings

PALLADIEM, LLC disclosed 175 stock positions in a recent SEC 13F filing. $103,085,015 of stock holdings were filed, with the largest holdings including SPY, SHY, and VTIP. This filing represented positions held on June 30, 2026, and was filed on Aug. 13, 2026.

We estimate the fund has a total AUM of $114,524,480 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from charitable organizations.