Allodium Investment Consultants, LLC

CIK

2052983

Location

MINNEAPOLIS, MN

Portfolio Value

Small $232,333,993

Diversification

Highly concentrated

Filing Date

Global Rank

#6,015 / 8,799 ▼ 194 · as of Jun 2026

Top Industry

Asset Management 49.9%

Period ended 4 months ago

Filed Jul 14, 2026 · 3mo

7 quarters · since Dec 2024

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

23 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

53.9%

−5.2 pts

Top 5

84.7%

−2.1 pts

Top 10

94.4%

−1.4 pts

HHI

3,174

Highly concentrated−566

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	99.3%	$230,611,363	19
Financial Services	0.4%	$858,959	1
Technology	0.3%	$644,960	2
Communication Services	0.1%	$218,711	1

Last Quarter's Activity

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Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
ACSG	American Century Small Cap Growth Insights ETF	+33,262	465,485	$22,663,907
SJCP	SanJac Alpha Core Plus Bond ETF	+14,695	257,545	$2,932,149
NCLO	Nuveen AA-BBB CLO ETF	+13,806	330,988	$15,019,871
DCOR	Dimensional US Core Equity 1 ETF	+11,380	2,390,914	$125,248,837
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+11,013	80,152	$19,016,744
—		+10,269	99,663	$4,641,106
BIV	Vanguard Intermediate-Term Bond ETF	+9,384	82,842	$6,249,788
BNDX	Vanguard Total International Bond ETF	+7,404	50,132	$2,427,892
VB	Vanguard Morningstar Small-Cap ETF	+4,356	10,250	$2,051,174
ANEW	ProShares MSCI Transformational Changes ETF	+1,053	34,347	$2,035,746
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
VFMF	Vanguard U.S. Multifactor ETF	−5,244	14,348	$1,453,595
VIG	Vanguard Dividend Appreciation ETF	−4,413	153,716	$14,822,833
IVZ	Invesco Ltd.	−2,816	13,068	$858,959
VCRM	Vanguard Core Tax-Exempt Bond ETF	−2,379	83,684	$4,232,736
VEA	Vanguard FTSE Developed Markets ETF	−925	61,732	$4,398,405
AAPL	Apple Inc.	−229	936	$270,840
GOOGL	Alphabet Inc.	−206	619	$218,711
AGNG	Global X Funds Global X Aging Population ETF	−165	27,337	$1,610,696
SPY	Spdr S&P 500 ETF Trust	−58	1,055	$787,842
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
KLAC	Kla Corp	1,240	$374,120
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

23 tracked positions · $232,333,993 total · filing declares 57 positions · $235,464,894 · as of Jun 30, 2026

All sectors Communication Services Financial Services Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DCOR	Dimensional US Core Equity 1 ETF	Added	2,390,914	+11,380	$125,248,837	+11.5%	53.91%
ACSG	American Century Small Cap Growth Insights ETF	Added	465,485	+33,262	$22,663,907	+11.5%	9.75%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	80,152	+11,013	$19,016,744	—	8.19%
NCLO	Nuveen AA-BBB CLO ETF	Added	330,988	+13,806	$15,019,871	+19.2%	6.46%
VIG	Vanguard Dividend Appreciation ETF	Reduced	153,716	-4,413	$14,822,833	+5.7%	6.38%
BIV	Vanguard Intermediate-Term Bond ETF	Added	82,842	+9,384	$6,249,788	+12.0%	2.69%
		Added	99,663	+10,269	$4,641,106	+10.9%	2.00%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	61,732	-925	$4,398,405	+9.5%	1.89%
VCRM	Vanguard Core Tax-Exempt Bond ETF	Reduced	83,684	-2,379	$4,232,736	−1.4%	1.82%
SJCP	SanJac Alpha Core Plus Bond ETF	Added	257,545	+14,695	$2,932,149	+16.9%	1.26%
BNDX	Vanguard Total International Bond ETF	Added	50,132	+7,404	$2,427,892	+18.3%	1.05%
VB	Vanguard Morningstar Small-Cap ETF	Added	10,250	+4,356	$2,051,174	+39.1%	0.88%
ANEW	ProShares MSCI Transformational Changes ETF	Added	34,347	+1,053	$2,035,746	—	0.88%
AGNG	Global X Funds Global X Aging Population ETF	Reduced	27,337	-165	$1,610,696	+15.3%	0.69%
VFMF	Vanguard U.S. Multifactor ETF	Reduced	14,348	-5,244	$1,453,595	−26.6%	0.63%
IVZ	Invesco Ltd. Financial Services	Reduced	13,068	-2,816	$858,959	−15.4%	0.37%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,055	-58	$787,842	+8.8%	0.34%
		Held	2,488	0	$383,898	+16.8%	0.17%
KLAC	Kla Corp Technology	NEW	1,240	NEW	$374,120	NEW	0.16%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Held	2,908	0	$317,291	+15.4%	0.14%
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	Held	3,403	0	$316,853	+13.4%	0.14%
AAPL	Apple Inc. Technology	Reduced	936	-229	$270,840	−8.4%	0.12%
GOOGL	Alphabet Inc. Communication Services	Reduced	619	-206	$218,711	−7.6%	0.09%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.