Fund HoldingsALLIUM FINANCIAL ADVISORS, LLC

Total Portfolio Value
$124.71M
Total Bought
$7.74M
Total Sold
$4.24M
Net Transaction
+$3.50M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ISHARES TR242,309292,742+50,43313,25716,62513.33%+3,368
PIMCO DYNAMIC INCOME FD(PDI)288,079329,889+41,8105,1025,6444.53%+543
ISHARES INC
CORE MSCI EMKT
04,657+4,65703250.26%+325
LAM RESEARCH CORP(LRCX)7,6537,378-2751,3101,5761.26%+266
APPLIED MATLS INC2,8072,823+167219650.77%+244
ETFS GOLD TR(SGOL)04,500+4,50002010.16%+201
COHEN & STEERS REAL ESTATE O13,64624,054+10,4082013500.28%+149
MICRON TECHNOLOGY INC(MU)2,5462,556+107278640.69%+137
ISHARES TR31,80432,802+9983,0623,1892.56%+128
JOHNSON & JOHNSON(JNJ)3,5043,467-377258470.68%+122
ISHARES TR15,14016,061+92110,37010,4918.41%+121
EXXON MOBIL CORP2,1312,098-332563560.29%+100
GE VERNOVA INC(GEV)359349-102353050.24%+70
CHEVRON CORPORATION(CVX)1,3421,320-222052730.22%+69
NETFLIX INC.(NFLX)3,6404,164+5243414000.32%+59
WALMART INC(WMT)4,4894,48905005580.45%+58
TAIWAN SEMICONDUCTOR MANUFAC(TSM)1,0941,09403323700.30%+37
ENERGY TRANSFER L P(ET)11,77711,933+1561942300.18%+36
RIO TINTO PLC(RIO)2,6592,65902132480.20%+35
CITIGROUP INC(C)2,0632,369+3062412690.22%+28
CISCO SYS INC(CSCO)3,8844,156+2722993220.26%+23
AT&T INC(T)8,4667,950-5162102300.18%+20
VANECK ETF TRUST
GOLD MINERS ETF
3,3003,30002833030.24%+20
ISHARES TR4,8384,83804694870.39%+18
VANECK ETF TRUST
SEMICONDUCTR ETF
63163102272420.19%+15
CUMMINS INC(CMI)397400+32032150.17%+13
ISHARES TR3,1893,18904504610.37%+11
ISHARES TR
CORE DIV GRWTH
13,00213,00209039120.73%+10
VANGUARD STAR FDS5,3295,32904024110.33%+9
SCHWAB STRATEGIC TR10,79010,859+693073160.25%+8
HCA HEALTHCARE INC(HCA)1,1801,18005515580.45%+8
ISHARES TR1,2911,29102722760.22%+4
HOME DEPOT INC(HD)1,3451,416+714634660.37%+3
ISHARES TR2,6582,65803503520.28%+2
PULTE GROUP INC(PHM)4,1064,10604814830.39%+1
ALLSTATE CORP(ALL)1,2081,214+62512520.20%0
REGENERON PHARMACEUTICALS(REGN)27427402112120.17%0
ISHARES TR2,4332,43302022010.16%-1
BERKSHIRE HATHAWAY INC DEL2,1372,239+1021,0741,0730.86%-1
AFLAC INC(AFL)2,4922,49202752730.22%-1
ISHARES TR1,8871,88704003980.32%-2
SPDR GOLD TR(GLD)653592-612592550.20%-4
LOWES COS INC(LOW)1,2351,23502982920.23%-6
ISHARES TR2,2512,151-1002162090.17%-7
GOLDMAN SACHS GROUP INC(GS)27727702432340.19%-9
EXELIXIS INC(EXEL)6,3666,241-1252792680.21%-11
NORTHERN DYNASTY MINERALS LT(NAK)35,00035,000069490.04%-20
ADVANCED MICRO DEVICES INC(AMD)2,0542,05404404180.34%-22
VISA INC(V)744790+462612390.19%-22
BLACKROCK INC(BLK)254256+22722460.20%-26
VANGUARD WORLD FD
INF TECH ETF
46246203483220.26%-26
ISHARES TR7,2867,352+667657350.59%-30
ABBVIE INC(ABBV)3,5193,520+18047660.61%-38
VANGUARD INDEX FDS1,8611,887+261,1671,1280.90%-39
ISHARES TR4,3974,39701,4201,3801.11%-40
BROADCOM INC(AVGO)2,9943,205+2111,0369920.80%-44
MASTERCARD INCORPORATED(MA)63963903653190.26%-46
NVIDIA CORPORATION(NVDA)30,07531,864+1,7895,6095,5574.46%-52
ISHARES TR3,5683,426-1424403880.31%-52
VANGUARD INDEX FDS4,5034,50301,5101,4451.16%-65
BANK AMERICA CORP10,27510,243-325654990.40%-66
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
92,05792,05703,6453,5772.87%-67
NIKE INC(NKE)6,8486,817-314363600.29%-76
JPMORGAN CHASE & CO(JPM)2,7582,75808898110.65%-77
STATE STR SPDR S&P 500 ETF T(SPY)2,4382,437-11,6621,5851.27%-78
ALPHABET INC(GOOG)3,0603,074+149608820.71%-78
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
31,24631,24602,3182,2161.78%-102
GE AEROSPACE(GE)1,4171,113-3044363160.25%-121
ALPHABET INC(GOOG)4,4844,417-671,4031,2701.02%-133
ISHARES TR1,4111,253-1586685340.43%-134
APPLE INC(AAPL)21,74222,631+8895,9115,7444.61%-167
ELI LILLY & CO(LLY)1,1871,196+91,2761,1000.88%-176
META PLATFORMS INC(META)2,1242,114-101,4021,2100.97%-193
TESLA INC(TSLA)2,7902,796+61,2551,0390.83%-215
AMAZON COM INC(AMZN)10,89510,89502,5152,2691.82%-246
ADOBE INC(ADBE)7440-7442600-260
UNITEDHEALTH GROUP INC(UNH)1,0840-1,0843580-358
MICROSOFT CORP(MSFT)8,0957,993-1023,9152,9592.37%-956
BERKSHIRE HATHAWAY INC DEL2828021,13420,10816.12%-1,026
COSTCO WHOLESALE CORPORATION(COST)7,2785,149-2,1296,2765,1314.11%-1,145
RUNWAY GROWTH FINANCE CORP760,864775,805+14,9416,7955,3304.27%-1,465
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