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Allodium Investment Consultants, LLC
Allodium Investment Consultants, LLC is an independent, fee-only investment management consulting firm headquartered in Minneapolis, Minnesota. Founded in 2005, the firm employs approximately 12 professionals and serves both individual and institutional investors, including individuals, families, charitable organizations, and trusts with significant investable assets. Allodium is a Registered Investment Adviser (RIA) providing fiduciary, objective financial planning and investment advice free of commissions or product sales, underpinned by Global Fiduciary Standards of Excellence.
Investment Strategy
Allodium adheres to a fee-only fiduciary model, focusing on delivering objective and independent investment advice that aligns with client interests. Investment strategies are guided by the Prudent Practices for Investment Advisors, ensuring a disciplined, ethical, and legal framework. The firm provides both discretionary and non-discretionary investment management, tailoring portfolios to individual client goals, with a strong emphasis on risk management, diversification, and long-term planning. Non-discretionary consulting is available for larger portfolios (over $10 million), helping clients implement and monitor custom strategies while maintaining control.
Latest 13F Filing Activity
Allodium Investment Consultants, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 51 equity positions with a total 13F market value of $177M. The fund increased holdings in Dimensional Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust among other positions. Allodium Investment Consultants, LLC reduced exposure to Microsoft Corp., Apple Inc., Ishares TR among others.
Top Holdings
Equity Positions (51)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFUS | DIMENSIONAL ETF TRUST | 12.81% | $22.7M | 313,314 | $63.48 | $72.44 | +$1.8M |
D DFAI | DIMENSIONAL ETF TRUST | 9.93% | $17.6M | 483,993 | $30.16 | $36.35 | +$1.7M |
D DFAS | DIMENSIONAL ETF TRUST | 9.37% | $16.6M | 242,434 | $63.88 | $68.46 | +$1.4M |
V VNQ | VANGUARD INDEX FDS | 6.61% | $11.7M | 128,022 | $89.31 | $91.42 | +$862.9K |
A AVIG | AMERICAN CENTY ETF TR | 5.24% | $9.3M | 220,382 | $41.31 | $42.08 | +$744.6K |
Industry Allocation
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