Allodium Investment Consultants, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$208.8M
Q ending 2026-03-31
Prior quarter
$197.3M
Q ending 2025-12-31
Change
+5.8% QoQ · +54.2% YoY
Positions
52
reported holdings
Largest positions
All 52 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Dimensional Etf Trust | DFUS | Shares | $24.5M | 345K |
| Dimensional Etf Trust | DFAI | Shares | $22.5M | 578K |
| Dimensional Etf Trust | DFAS | Shares | $19.8M | 278K |
| American Centy Etf Tr | AVIG | Shares | $14.7M | 353K |
| Vanguard Index Fds | VNQ | Shares | $14.0M | 158K |
| Dimensional Etf Trust | DFAE | Shares | $10.4M | 306K |
| Dimensional Etf Trust | DFIS | Shares | $10.1M | 299K |
| Dimensional Etf Trust | DFSI | Shares | $8.2M | 194K |
| Ishares Tr | IVV | Shares | $7.8M | 12K |
| Dimensional Etf Trust | DFSU | Shares | $6.0M | 146K |
| Nushares Etf Tr | NUSC | Shares | $5.5M | 123K |
| Dimensional Etf Trust | DFSB | Shares | $5.4M | 105K |
| Vanguard Mun Bd Fds | VTEB | Shares | $4.3M | 86K |
| American Centy Etf Tr | AVSF | Shares | $4.2M | 89K |
| Nushares Etf Tr | NUDM | Shares | $4.1M | 114K |
| Vanguard Tax-Managed Fds | VEA | Shares | $4.0M | 63K |
| Dimensional Etf Trust | DFSE | Shares | $3.3M | 77K |
| Nushares Etf Tr | NUEM | Shares | $3.0M | 80K |
| American Centy Etf Tr | AVSC | Shares | $2.9M | 47K |
| Vanguard Bd Index Fds | BND | Shares | $2.8M | 38K |
| Vanguard Bd Index Fds | BSV | Shares | $2.8M | 36K |
| Ishares Tr | IWM | Shares | $2.7M | 11K |
| Manager Directed Portfolios | VGSR | Shares | $2.5M | 243K |
| Ishares Tr | DSI | Shares | $2.2M | 19K |
| Vanguard Charlotte Fds | BNDX | Shares | $2.1M | 43K |
| Proshares Tr | TOLZ | Shares | $2.0M | 33K |
| Vanguard Wellington Fd | VTES | Shares | $2.0M | 20K |
| Ishares Tr | IWF | Shares | $1.8M | 4K |
| Global X Fds | PAVE | Shares | $1.4M | 28K |
| American Centy Etf Tr | AVEM | Shares | $1.3M | 16K |
| American Centy Etf Tr | AVDE | Shares | $1.0M | 12K |
| Invesco Exch Traded Fd Tr Ii | CGW | Shares | $1.0M | 16K |
| Dimensional Etf Trust | DFAU | Shares | $853K | 19K |
| Vanguard Index Fds | VB | Shares | $754K | 3K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $724K | 1K |
| Ishares Tr | ESML | Shares | $638K | 14K |
| Dimensional Etf Trust | DCOR | Shares | $631K | 9K |
| Dimensional Etf Trust | DFCF | Shares | $466K | 11K |
| Vanguard Index Fds | VO | Shares | $416K | 1K |
| Ishares Tr | MUB | Shares | $410K | 4K |
| American Centy Etf Tr | AVDV | Shares | $382K | 4K |
| Ishares Tr | IWO | Shares | $368K | 1K |
| Ishares Tr | SUSA | Shares | $329K | 2K |
| Vanguard Index Fds | VV | Shares | $319K | 1K |
| Vanguard Index Fds | VOO | Shares | $298K | 498 |
| Apple Inc | AAPL | Shares | $296K | 1K |
| Ishares Tr | IJR | Shares | $295K | 2K |
| Dimensional Etf Trust | DFAR | Shares | $288K | 12K |
| First Tr Exchange-Traded Fd | FDM | Shares | $279K | 3K |
| Spdr Series Trust | SLYV | Shares | $275K | 3K |
| Alphabet Inc | GOOG | Shares | $237K | 825 |
| Ishares Tr | EFA | Shares | $234K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.