ALLIUM FINANCIAL ADVISORS, LLC

13F Portfolio Filings

Most recent 13F
Q2 2025
Location
Lake Oswego, OR
CIK
0002067277
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2025 89 136,188 BRK-A, NVDA, RWAY, IVV 13F-HR 8/13/2025 000142050625001973
Q1 2025 85 109,693 BRK-A, RWAY, IVV, AAPL 13F-HR 5/7/2025 000206727725000001