Allodium Investment Consultants, LLC — 13F Holdings & Portfolio
CIK 2052983 · latest 13F-HR filed 2026-04-09
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$208.8M
Long-equity book
Holdings
52
Distinct positions
Period
2026-03-31
Filed 2026-04-09
Q/Q Activity
+1 / −1 / ↑21 / ↓9
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- AMERICAN CENTY ETF TR$3.0M +25.7%
- AMERICAN CENTY ETF TR$1.8M +76.0%
- DIMENSIONAL ETF TRUST$979.9K +5.2%
- VANGUARD INDEX FDS$930.3K +7.1%
- DIMENSIONAL ETF TRUST$918.1K +20.4%
Top Trims
- NUSHARES ETF TR-$557.2K -9.2%
- ISHARES TR-$454.2K -5.5%
- ISHARES TR-$218.9K -8.9%
- ISHARES TR-$198.9K -9.9%
- VANGUARD INDEX FDS-$56.7K -15.1%
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | DFUS | 25434V401 | $24.5M | 11.72% | 345,114 | SH |
| 2 | DIMENSIONAL ETF TRUST | DFAI | 25434V203 | $22.5M | 10.79% | 578,268 | SH |
| 3 | DIMENSIONAL ETF TRUST | DFAS | 25434V500 | $19.8M | 9.46% | 277,769 | SH |
| 4 | AMERICAN CENTY ETF TR | AVIG | 025072562 | $14.7M | 7.02% | 353,037 | SH |
| 5 | VANGUARD INDEX FDS | VNQ | 922908553 | $14.0M | 6.72% | 158,129 | SH |
| 6 | DIMENSIONAL ETF TRUST | DFAE | 25434V302 | $10.4M | 4.96% | 306,050 | SH |
| 7 | DIMENSIONAL ETF TRUST | DFIS | 25434V773 | $10.1M | 4.83% | 299,323 | SH |
| 8 | DIMENSIONAL ETF TRUST | DFSI | 25434V690 | $8.2M | 3.94% | 194,032 | SH |
| 9 | ISHARES TR | IVV | 464287200 | $7.8M | 3.76% | 12,009 | SH |
| 10 | DIMENSIONAL ETF TRUST | DFSU | 25434V716 | $6.0M | 2.87% | 145,937 | SH |
| 11 | NUSHARES ETF TR | NUSC | 67092P607 | $5.5M | 2.65% | 122,706 | SH |
| 12 | DIMENSIONAL ETF TRUST | DFSB | 25434V674 | $5.4M | 2.59% | 104,718 | SH |
| 13 | VANGUARD MUN BD FDS | VTEB | 922907746 | $4.3M | 2.06% | 86,063 | SH |
| 14 | AMERICAN CENTY ETF TR | AVSF | 025072687 | $4.2M | 2.00% | 89,394 | SH |
| 15 | NUSHARES ETF TR | NUDM | 67092P805 | $4.1M | 1.97% | 114,011 | SH |
| 16 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $4.0M | 1.92% | 62,657 | SH |
| 17 | DIMENSIONAL ETF TRUST | DFSE | 25434V682 | $3.3M | 1.57% | 77,439 | SH |
| 18 | NUSHARES ETF TR | NUEM | 67092P888 | $3.0M | 1.42% | 80,465 | SH |
| 19 | AMERICAN CENTY ETF TR | AVSC | 025072323 | $2.9M | 1.39% | 46,694 | SH |
| 20 | VANGUARD BD INDEX FDS | BND | 921937835 | $2.8M | 1.34% | 37,931 | SH |
| 21 | VANGUARD BD INDEX FDS | BSV | 921937827 | $2.8M | 1.33% | 35,527 | SH |
| 22 | ISHARES TR | IWM | 464287655 | $2.7M | 1.30% | 10,968 | SH |
| 23 | MANAGER DIRECTED PORTFOLIOS | VGSR | 56170L695 | $2.5M | 1.20% | 242,850 | SH |
| 24 | ISHARES TR | DSI | 464288570 | $2.2M | 1.08% | 18,531 | SH |
| 25 | VANGUARD CHARLOTTE FDS | BNDX | 92203J407 | $2.1M | 0.98% | 42,728 | SH |
| 26 | PROSHARES TR | TOLZ | 74347B508 | $2.0M | 0.96% | 33,294 | SH |
| 27 | VANGUARD WELLINGTON FD | VTES | 921935870 | $2.0M | 0.95% | 19,592 | SH |
| 28 | ISHARES TR | IWF | 464287614 | $1.8M | 0.87% | 4,241 | SH |
| 29 | GLOBAL X FDS | PAVE | 37954Y673 | $1.4M | 0.67% | 27,502 | SH |
| 30 | AMERICAN CENTY ETF TR | AVEM | 025072604 | $1.3M | 0.64% | 16,483 | SH |
| 31 | AMERICAN CENTY ETF TR | AVDE | 025072703 | $1.0M | 0.50% | 12,186 | SH |
| 32 | INVESCO EXCH TRADED FD TR II | CGW | 46138E263 | $1.0M | 0.49% | 15,884 | SH |
| 33 | DIMENSIONAL ETF TRUST | DFAU | 25434V104 | $853.0K | 0.41% | 18,906 | SH |
| 34 | VANGUARD INDEX FDS | VB | 922908751 | $754.4K | 0.36% | 2,880 | SH |
| 35 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $723.8K | 0.35% | 1,113 | SH |
| 36 | ISHARES TR | ESML | 46435U663 | $638.1K | 0.31% | 13,570 | SH |
| 37 | DIMENSIONAL ETF TRUST | DCOR | 25434V625 | $631.4K | 0.30% | 8,759 | SH |
| 38 | DIMENSIONAL ETF TRUST | DFCF | 25434V872 | $466.0K | 0.22% | 11,038 | SH |
| 39 | VANGUARD INDEX FDS | VO | 922908629 | $416.0K | 0.20% | 1,448 | SH |
| 40 | ISHARES TR | MUB | 464288414 | $410.3K | 0.20% | 3,865 | SH |
| 41 | AMERICAN CENTY ETF TR | AVDV | 025072802 | $381.7K | 0.18% | 3,823 | SH |
| 42 | ISHARES TR | IWO | 464287648 | $367.8K | 0.18% | 1,172 | SH |
| 43 | ISHARES TR | SUSA | 464288802 | $328.6K | 0.16% | 2,488 | SH |
| 44 | VANGUARD INDEX FDS | VV | 922908637 | $319.3K | 0.15% | 1,068 | SH |
| 45 | VANGUARD INDEX FDS | VOO | 922908363 | $297.5K | 0.14% | 498 | SH |
| 46 | APPLE INC | AAPL | 037833100 | $295.7K | 0.14% | 1,165 | SH |
| 47 | ISHARES TR | IJR | 464287804 | $295.4K | 0.14% | 2,377 | SH |
| 48 | DIMENSIONAL ETF TRUST | DFAR | 25434V823 | $288.1K | 0.14% | 12,181 | SH |
| 49 | FIRST TR EXCHANGE-TRADED FD | FDM | 33718M105 | $279.3K | 0.13% | 3,403 | SH |
| 50 | SPDR SERIES TRUST | SLYV | 78464A300 | $275.1K | 0.13% | 2,908 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-09 | $208.8M | 52 | 0002052983-26-000002 |
| 2025-12-31 | 2026-01-14 | $197.3M | 52 | 0002052983-26-000001 |