Allium Financial Advisors, LLC - Q12026 Holdings
Allium Financial Advisors, LLC holds 79 stocks with a total portfolio value of $ 124.71M as of Q12026. In Q12026, Allium Financial Advisors, LLC added 2 new positions, increased stakes in 28 stocks, reduced 19 holdings, and fully exited 2 positions. The largest holding is Berkshire Hathaway Inc Del (BRK-A), representing 16.12% of the total portfolio.
Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options