Allodium Investment Consultants, LLC
Allodium Investment Consultants, LLC reported 57 positions worth $235.5M as of June 30, 2026 (13F filed July 14, 2026). Largest holding: DFUS (11.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFUS | SH | $27.9M | 11.87% | 341,010 | — | — | |
| ▸ 2 | DFAI | SH | $24.6M | 10.43% | 595,340 | — | — | |
| ▸ 3 | DFAS | SH | $22.3M | 9.47% | 270,820 | — | — | |
| ▸ 4 | AVIG | SH | $15.9M | 6.74% | 383,166 | — | — | |
| ▸ 5 | VNQ | SH | $14.8M | 6.29% | 153,716 | — | — | |
| ▸ 6 | DFAE | SH | $11.6M | 4.93% | 288,759 | — | — | |
| ▸ 7 | DFIS | SH | $10.8M | 4.59% | 308,750 | — | — | |
| ▸ 8 | DFSI | SH | $9.1M | 3.87% | 201,944 | — | — | |
| ▸ 9 | IVV | SH | $8.9M | 3.78% | 11,871 | — | — | |
| ▸ 10 | NUSC | SH | $6.8M | 2.89% | 130,437 | — | — |
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Frequently Asked Questions
What stocks does Allodium Investment Consultants, LLC hold as of Q2 2026?
Allodium Investment Consultants, LLC reported 57 positions worth $235.5M in its Q2 2026 13F filing. Largest positions: DFUS (11.9%), DFAI (10.4%), DFAS (9.5%), AVIG (6.7%) and VNQ (6.3%).
What did Allodium Investment Consultants, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Allodium Investment Consultants, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.