Allodium Investment Consultants, LLC Portfolio Holdings

Allodium Investment Consultants, LLC

  • $135 Billion
  • Q1 2025

Allodium Investment Consultants, LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $135 Billion distributed in 46 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $17.9B, Dimensional ETF Tr with a value of $12.7B, Dimensional ETF Tr U S Small C with a value of $12.4B, Vanguard Specialized Funds Van with a value of $10.6B, and American Centy ETF Tr Avantis with a value of $7.19B.

Examining the 13F form we can see an increase of $15.7B in the current position value, from $120B to 135B.

Allodium Investment Consultants, LLC is based out at Minneapolis, MN

Below you can find more details about Allodium Investment Consultants, LLC portfolio as well as his latest detailed transactions.

Portfolio value $135 Billion
ETFs: $117 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.9 Billion 13.2% of portfolio
295,616
Q1 2025 Added 18.54%
$0
$12.7 Billion 9.35% of portfolio
405,527
Q1 2025 Reduced 3.72%
$0
$12.4 Billion 9.15% of portfolio
207,518
Q1 2025 Added 30.58%
$0
$10.6 Billion 7.85% of portfolio
117,470
Q1 2025 Added 9.2%
$0
$7.19 Billion 5.31% of portfolio
173,691
Q1 2025 Added 313.89%
$0
$7.06 Billion 5.21% of portfolio
272,532
Q1 2025 Reduced 1.49%
$0
$6.51 Billion 4.81% of portfolio
252,082
Q1 2025 Added 4.68%
$0
$6.19 Billion 4.57% of portfolio
11,015
Q1 2025 Added 2.86%
$0
$5.47 Billion 4.04% of portfolio
142,616
Q1 2025 Added 28.06%
-
$4.84 Billion 3.57% of portfolio
-
Q1 2025 Added 22.98%
-
$4.21 Billion 3.1% of portfolio
-
Q1 2025 Added 24.26%
-
$3.39 Billion 2.5% of portfolio
-
Q1 2025 Added 27.54%
$0
$3.32 Billion 2.45% of portfolio
65,278
Q1 2025 Reduced 5.66%
$0
$3.07 Billion 2.27% of portfolio
96,520
Q1 2025 Reduced 10.14%
$0
$2.63 Billion 1.94% of portfolio
52,942
Q1 2025 Added 2.31%
$0
$2.27 Billion 1.68% of portfolio
77,612
Q1 2025 Added 7.42%
-
$2.06 Billion 1.52% of portfolio
-
Q1 2025 Added 4.38%
$0
$1.98 Billion 1.46% of portfolio
19,318
Q1 2025 Added 14.18%
Manager Directed Portfolios
-
$1.83 Billion 1.35% of portfolio
-
Q1 2025 Added 5.4%
$0
$1.77 Billion 1.3% of portfolio
24,048
Q1 2025 Added 6.65%
$0
$1.62 Billion 1.2% of portfolio
20,708
Q1 2025 Added 2.63%
$0
$1.42 Billion 1.05% of portfolio
30,415
Q1 2025 Added 26.43%
$0
$1.41 Billion 1.04% of portfolio
3,918
Q1 2025 Reduced 2.05%
$0
$1.04 Billion 0.77% of portfolio
27,694
Q1 2025 Added 26.27%
Vanguard Wellington Fd
-
$1.03 Billion 0.76% of portfolio
-
Q1 2025 Added 26.68%
$0
$997 Million 0.74% of portfolio
17,911
Q1 2025 Added 0.29%
$0
$924 Million 0.68% of portfolio
19,101
Q1 2025 Added 32.68%
$0
$898 Million 0.66% of portfolio
14,930
Q1 2025 Reduced 7.82%
$0
$740 Million 0.55% of portfolio
11,173
Q1 2025 Added 20.44%
$0
$728 Million 0.54% of portfolio
14,902
Q1 2025 Added 14.12%
$0
$693 Million 0.51% of portfolio
18,016
Q1 2025 Added 11.02%
$0
$623 Million 0.46% of portfolio
1,113
Q4 2024 New
$0
$414 Million 0.31% of portfolio
1,602
Q1 2025 Added 0.19%
$0
$378 Million 0.28% of portfolio
3,291
Q1 2025 Added 34.6%
$0
$378 Million 0.28% of portfolio
1,472
Q1 2025 Reduced 1.14%
$0
$343 Million 0.25% of portfolio
3,250
Q1 2025 Added 7.47%
$0
$342 Million 0.25% of portfolio
1,543
Q1 2025 Added 11.65%
$0
$299 Million 0.22% of portfolio
1,172
Q4 2024 New
$0
$260 Million 0.19% of portfolio
2,486
Q1 2025 Added 0.28%
$0
$235 Million 0.17% of portfolio
2,538
Q1 2025 Added 3.17%
$0
$228 Million 0.17% of portfolio
2,908
Q4 2024 New
$0
$217 Million 0.16% of portfolio
3,116
Q1 2025 Reduced 13.52%
$0
$212 Million 0.16% of portfolio
3,403
Q4 2024 New
$0
$210 Million 0.16% of portfolio
1,690
Q4 2024 New
Dimensional ETF Trust
-
$207 Million 0.15% of portfolio
-
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $135 Billion
  • Prior Value $120 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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