Allium Financial Advisors, LLC
Annual return '25
+21.8%
SPY '25
+17.7%
Alpha
+4.0ptsvs SPY
Invested
$124.7M
Holdings
79
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BRK/A
BERKSHIRE HATHAWAY INC DEL
Q1 2026: Exited (was 28 shares)
16.1%
02
$EEM
ISHARES TR
Q1 2026: Exited (was 242.3k shares)
13.3%
03
$IVV
ISHARES TR
Q1 2026: Sold 81.9% (15.1k → 2.7k shares)
8.4%
04
$AAPL
APPLE INC
Q1 2026: Sold 71.4% (21.7k → 6.2k shares)
4.6%
05
$PDI
PIMCO DYNAMIC INCOME FD
Q1 2026: Exited (was 288.1k shares)
4.5%
06
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 88.9% (30.1k → 3.3k shares)
4.5%
07
$RWAY
RUNWAY GROWTH FINANCE CORP
Q1 2026: Exited (was 760.9k shares)
4.3%
08
$COST
COSTCO WHOLESALE CORPORATION
Q1 2026: Exited (was 7.3k shares)
4.1%
09
$DFAC
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 92.1k shares)
2.9%
10
$IWR
ISHARES TR
Q1 2026: Sold 62.9% (31.8k → 11.8k shares)
2.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:43 UTC.