MondegarAI
ALLIUM FINANCIAL ADVISORS, LLC

Q2 2025 · 13F-HR

ALLIUM FINANCIAL ADVISORS, LLCholdings as filed

Filed 2025-08-13 · accession 0001420506-25-001973

$136.2M
Reported value
89
Positions
2025-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$20.4M15.0%28CommonNONE
67066G104NVDANVIDIA CORPORATION$16.0M11.8%101,340CommonNONE
78163D100RWAYRUNWAY GROWTH FINANCE CORP$10.3M7.59%963,973CommonNONE
464287200IVVISHARES TR$9.2M6.73%14,771CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$5.9M4.34%5,965CommonNONE
037833100AAPLAPPLE INC$5.1M3.78%25,081CommonNONE
023135106AMZNAMAZON COM INC$4.9M3.63%22,523CommonNONE
594918104MSFTMICROSOFT CORP$4.6M3.38%9,252CommonNONE
922908363VOOVANGUARD INDEX FDS$4.3M3.16%7,575CommonNONE
464287234EEMISHARES TR$4.0M2.91%82,068CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$3.3M2.43%5,361CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$3.3M2.42%92,057CommonNONE
30303M102METAMETA PLATFORMS INC$3.2M2.34%4,315CommonNONE
464287499IWRISHARES TR$2.5M1.84%27,203CommonNONE
72201Y101PDIPIMCO DYNAMIC INCOME FD$2.1M1.55%111,311CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$2.1M1.54%31,246CommonNONE
11135F101AVGOBROADCOM INC$1.6M1.18%5,811CommonNONE
46434V621DGROISHARES TR$1.5M1.13%24,099CommonNONE
922908769VTIVANGUARD INDEX FDS$1.4M1.00%4,503CommonNONE
464287648IWOISHARES TR$1.3M0.92%4,397CommonNONE
464287465EFAISHARES TR$1.1M0.81%12,364CommonNONE
02079K305GOOGLALPHABET INC$1.1M0.79%6,120CommonNONE
532457108LLYELI LILLY & CO$1.1M0.78%1,361CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$963,7680.71%1,984CommonNONE
88160R101TSLATESLA INC$909,7780.67%2,864CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$877,5580.64%3,027CommonNONE
17275R102CSCOCISCO SYS INC$749,9190.55%10,809CommonNONE
512807306LRCXLAM RESEARCH CORP$746,5980.55%7,670CommonNONE
00287Y109ABBVABBVIE INC$725,2170.53%3,907CommonNONE
92189H409HYDVANECK ETF TRUST$681,0480.50%13,564CommonNONE
464287291IXNISHARES TR$672,8190.49%7,286CommonNONE
464287614IWFISHARES TR$638,5680.47%1,504CommonNONE
437076102HDHOME DEPOT INC$606,7890.45%1,655CommonNONE
72201R882ZROZPIMCO ETF TR$595,7830.44%8,883CommonNONE
02079K107GOOGALPHABET INC$559,2290.41%3,153CommonNONE
478160104JNJJOHNSON & JOHNSON$546,5400.40%3,578CommonNONE
92826C839VVISA INC$540,3860.40%1,522CommonNONE
654106103NKENIKE INC$528,4270.39%7,438CommonNONE
038222105AMATAPPLIED MATLS INC$513,8770.38%2,807CommonNONE
060505104BACBANK AMERICA CORP$500,3180.37%10,573CommonNONE
464287887IJTISHARES TR$466,1720.34%3,504CommonNONE
40412C101HCAHCA HEALTHCARE INC$452,0580.33%1,180CommonNONE
931142103WMTWALMART INC$443,3350.33%4,534CommonNONE
464287606IJKISHARES TR$440,1610.32%4,838CommonNONE
197236102COLBCOLUMBIA BKG SYS INC$437,6500.32%18,719CommonNONE
745867101PHMPULTE GROUP INC$433,0190.32%4,106CommonNONE
921910709EDVVANGUARD WORLD FD$415,1740.30%6,169CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$405,2490.30%1,299CommonNONE
464287309IVWISHARES TR$399,5530.29%3,629CommonNONE
464287770IYGISHARES TR$380,4200.28%4,444CommonNONE
369604301GEGE AEROSPACE$372,4770.27%1,447CommonNONE
464287408IVEISHARES TR$368,7580.27%1,887CommonNONE
921909768VXUSVANGUARD STAR FDS$368,1810.27%5,329CommonNONE
57636Q104MAMASTERCARD INCORPORATED$361,8890.27%644CommonNONE
81762P102NOWSERVICENOW INC$350,5750.26%341CommonNONE
64110L106NFLXNETFLIX INC$348,1740.26%260CommonNONE
464287705IJJISHARES TR$343,3050.25%2,778CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$319,8430.23%2,254CommonNONE
00724F101ADBEADOBE INC$318,7890.23%824CommonNONE
595112103MUMICRON TECHNOLOGY INC$313,6710.23%2,545CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$306,1570.22%6,190CommonNONE
30161Q104EXELEXELIXIS INC$302,6190.22%6,866CommonNONE
464287598IWDISHARES TR$301,2510.22%1,551CommonNONE
30231G102XOMEXXON MOBIL CORP$297,0970.22%2,756CommonNONE
548661107LOWLOWES COS INC$278,0030.20%1,253CommonNONE
464287655IWMISHARES TR$276,6430.20%1,282CommonNONE
808524607SCHASCHWAB STRATEGIC TR$271,0820.20%10,715CommonNONE
09290D101BLKBLACKROCK INC$266,5100.20%254CommonNONE
001055102AFLAFLAC INC$263,8610.19%2,502CommonNONE
46432F842IEFAISHARES TR$250,9410.18%3,006CommonNONE
464287622IWBISHARES TR$248,5650.18%732CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$247,7800.18%1,094CommonNONE
020002101ALLALLSTATE CORP$244,3900.18%1,214CommonNONE
00206R102TAT&T INC$244,3410.18%8,443CommonNONE
767204100RIORIO TINTO PLC$237,7870.17%4,077CommonNONE
G29183103ETNEATON CORP PLC$237,7550.17%666CommonNONE
166764100CVXCHEVRON CORP NEW$236,6930.17%1,653CommonNONE
617446448MSMORGAN STANLEY$234,6730.17%1,666CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$229,3190.17%422CommonNONE
172967424CCITIGROUP INC$215,9860.16%2,537CommonNONE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$213,2850.16%964CommonNONE
464288687PFFISHARES TR$212,9500.16%6,941CommonNONE
855244109SBUXSTARBUCKS CORP$207,3590.15%2,263CommonNONE
68389X105ORCLORACLE CORP$205,5120.15%940CommonNONE
949746101WMT2WELLS FARGO CO NEW$203,0240.15%2,534CommonNONE
46429B697USMVISHARES TR$202,2900.15%2,155CommonNONE
464287457SHYISHARES TR$201,5980.15%2,433CommonNONE
25460E869SPDNDIREXION SHS ETF TR$110,3750.08%10,716CommonNONE
66510M204NAKNORTHERN DYNASTY MINERALS LT$40,2000.03%30,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.