Question 1

What stocks does ALLIUM FINANCIAL ADVISORS LLC hold in its portfolio?

Accepted Answer

ALLIUM FINANCIAL ADVISORS LLC's top stock holdings include BRKA, EEM, IVV and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are ALLIUM FINANCIAL ADVISORS LLC's largest stock holdings?

Accepted Answer

ALLIUM FINANCIAL ADVISORS LLC's largest stock holdings as of their last filing include BRKA (valued at approximately $21.0 million), EEM (valued at approximately $24.4 million), IVV (valued at approximately $12.6 million), NVDA (valued at approximately $6.7 million), AAPL (valued at approximately $6.6 million).

Question 3

When was ALLIUM FINANCIAL ADVISORS LLC's last SEC filing?

Accepted Answer

ALLIUM FINANCIAL ADVISORS LLC's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has ALLIUM FINANCIAL ADVISORS LLC recently bought or sold?

Accepted Answer

ALLIUM FINANCIAL ADVISORS LLC's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has ALLIUM FINANCIAL ADVISORS LLC reported?

Accepted Answer

ALLIUM FINANCIAL ADVISORS LLC's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does ALLIUM FINANCIAL ADVISORS LLC invest in?

Accepted Answer

ALLIUM FINANCIAL ADVISORS LLC's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.