Allium Financial Advisors, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | $21.13M | 16.8% |
| ISHARES TR | $13.26M | 10.5% |
| ISHARES TR | $10.37M | 8.2% |
| Runway Growth Finance Corp.RWAY | $6.79M | 5.4% |
| COSTCO WHOLESALE CORP /NEW | $6.28M | 5.0% |
| Apple Inc. | $5.91M | 4.7% |
| NVIDIA Corp | $5.61M | 4.4% |
| PIMCO Dynamic Income FundPDI | $5.10M | 4.0% |
| MICROSOFT CORP | $3.91M | 3.1% |
| DIMENSIONAL ETF TRUST | $3.64M | 2.9% |
| ISHARES TR | $3.06M | 2.4% |
| Amazon.com Inc | $2.51M | 2.0% |
| DIMENSIONAL ETF TRUST | $2.32M | 1.8% |
| SPDR S&P 500 ETF TR | $1.66M | 1.3% |
| VANGUARD INDEX FDS | $1.51M | 1.2% |
| ISHARES TR | $1.42M | 1.1% |
| Alphabet Inc. | $1.40M | 1.1% |
| Meta Platforms Inc | $1.40M | 1.1% |
| LAM RESEARCH CORP | $1.31M | 1.0% |
| ELI LILLY & Co | $1.28M | 1.0% |
| Tesla Inc | $1.25M | 1.0% |
| VANGUARD INDEX FDS | $1.17M | 0.9% |
| Warren E. Buffett | $1.07M | 0.9% |
| Broadcom Inc. | $1.04M | 0.8% |
| Alphabet Inc. | $960.1K | 0.8% |
| ISHARES TR | $902.6K | 0.7% |
| JPMORGAN CHASE & CO | $888.7K | 0.7% |
| AbbVie Inc. | $804.1K | 0.6% |
| ISHARES TR | $765.1K | 0.6% |
| MICRON TECHNOLOGY INC | $726.7K | 0.6% |
| JOHNSON & JOHNSON | $725.2K | 0.6% |
| APPLIED MATERIALS INC /DE | $721.4K | 0.6% |
| ISHARES TR | $667.8K | 0.5% |
| BANK OF AMERICA CORP /DE | $565.1K | 0.4% |
| HCA Healthcare, Inc. | $550.9K | 0.4% |
| Walmart Inc. | $500.1K | 0.4% |
| PULTEGROUP INC/MI | $481.5K | 0.4% |
| ISHARES TR | $468.7K | 0.4% |
| HOME DEPOT, INC. | $462.8K | 0.4% |
| ISHARES TR | $450.2K | 0.4% |
| ADVANCED MICRO DEVICES INC | $439.9K | 0.3% |
| ISHARES TR | $439.8K | 0.3% |
| GENERAL ELECTRIC CO | $436.4K | 0.3% |
| NIKE, Inc. | $436.3K | 0.3% |
| VANGUARD STAR FDS | $402.0K | 0.3% |
| ISHARES TR | $400.2K | 0.3% |
| Mastercard Inc | $364.8K | 0.3% |
| UNITEDHEALTH GROUP INC | $357.8K | 0.3% |
| iShares MSCI UAE ETF | $349.8K | 0.3% |
| VANGUARD WORLD FD | $348.2K | 0.3% |