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Allium Financial Advisors, LLC
Allium Financial Advisors, LLC is an investment advisory firm headquartered in Lake Oswego, Oregon. Founded in 2016, the firm provides comprehensive financial planning, investment management, and tailored advisory services with a focus on high-net-worth individuals, families, nonprofits, and foundations. Allium employs a team of approximately 10 professionals and offers fiduciary services across traditional and alternative investment portfolios. Allium serves clients locally and nationally, prioritizing a holistic understanding of each client’s financial objectives and personal values.
Investment Strategy
Allium Financial Advisors develops personalized investment portfolios through a proactive and cost-effective process, leveraging both public market assets such as stock and bond funds and a robust array of institutional-quality alternative investments for accredited clients. The firm eschews model portfolios in favor of custom solutions aligned with each client’s values, mission, and long-term objectives. Allium supports fiduciary governance for institutional clients and creates investment policy statements to guide strategy and expectations, striving for competitive returns and reduced portfolio volatility while prioritizing ethical, environmental, and social considerations where desired.
Latest 13F Filing Activity
Allium Financial Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 89 equity positions with a total 13F market value of $136M. The fund increased holdings in Nvidia Corporation, Vanguard Index FDS, Amazon Com Inc. among other positions. Allium Financial Advisors, LLC reduced exposure to Berkshire Hathaway Inc. Del, Tesla Inc., Apple Inc. among others.
Top Holdings
Equity Positions (89)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 14.98% | $20.4M | 28 | $798441.57 | $728800.00 | -$1.9M | |
N NVDA | NVIDIA CORPORATION | 11.76% | $16.0M | 101,340 | $137.44 | $157.99 | +$11.5M |
R RWAY | RUNWAY GROWTH FINANCE CORP | 7.59% | $10.3M | 963,973 | $10.35 | $10.73 | -$224.9K |
I IVV | ISHARES TR | 6.73% | $9.2M | 14,771 | $561.90 | $620.90 | +$862.0K |
C COST | COSTCO WHSL CORP NEW | 4.34% | $5.9M | 5,965 | $950.93 | $989.94 | +$921.9K |
Industry Allocation
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