13F Filings History of ALLIUM FINANCIAL ADVISORS, LLC

Latest 13F report
Q4 2025 - 09 Feb 2026
Value $
$126,154,045
Signature - Title
sheree@alliumfinancial.com - CCO
Location
Lake Oswego, OR
Summary
This page shows a list of all the recent 13F filings made by ALLIUM FINANCIAL ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ALLIUM FINANCIAL ADVISORS, LLC reported 79 stock holdings with total value $126,154,045 as of Q4 2025. Top holdings included BRKA, EEM, IVV, RWAY, and COST.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 79 $126,154,045 +$13,341,047 -$8,711,807 +$4,629,240 BRKA, EEM, IVV, RWAY, COST 13F-HR 06 Feb 2026, 19:03
Q3 2025 81 $120,824,902 +$5,451,321 -$7,147,883 -$1,696,562 BRKA, IVV, RWAY, NVDA, AAPL 13F-HR 14 Nov 2025, 14:31
Q2 2025 88 $114,753,819 +$5,643,501 -$7,582,155 -$1,938,654 BRKA, RWAY, IVV, NVDA, COST Restatement 06 Feb 2026, 19:13
Q1 2025 85 $109,693,481 $0 $0 $0 BERKSHIRE HATHAWAY INC DEL, RWAY, IVV, AAPL, COST 13F-HR 07 May 2025, 11:35