Allodium Investment Consultants, LLC holds a focused book of 57 stocks worth $235.5M as of Q2 2026 (disclosed Jul 14, 2026, a ~45-day 13F lag). This quarter they opened Impax Global Sustainable Inf and trimmed Dimensional US Eq MKT ETF. Their largest long position is Dimensional US Eq MKT ETF at 12% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2052983/holdings"
Use Arkolith to show Allodium Investment Consultants, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
0% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US EQUI MARK ETF | $27.9M | 341.0K | 11.9% | ▼−1.2% Reduced · −4K sh | |
| 2 | Dimensional ETF Trust INTL CORE EQT MK | $24.6M | 595.3K | 10.4% | ▲+3.0% Added · +17K sh | |
| 3 | Dimensional ETF Trust US SMALL CAP ETF | $22.3M | 270.8K | 9.5% | ▼−2.5% Reduced · −7K sh | |
| 4 | American Centy ETF TR AVANTIS CORE FI | $15.9M | 383.2K | 6.7% | ▲+8.5% Added · +30K sh | |
| 5 | Vanguard Index FDS REAL ESTATE ETF | $14.8M | 153.7K | 6.3% | ▼−2.8% Reduced · −4K sh | |
| 6 | Dimensional ETF Trust EMGR CRE EQT MNG | $11.6M | 288.8K | 4.9% | ▼−5.6% Reduced · −17K sh | |
| 7 | Dimensional ETF Trust INTL SMALL CAP E | $10.8M | 308.8K | 4.6% | ▲+3.1% Added · +9K sh | |
| 8 | Dimensional ETF Trust INTERNATIONAL | $9.1M | 201.9K | 3.9% | ▲+4.1% Added · +8K sh | |
| 9 | Ishares TR CORE S&P500 ETF | $8.9M | 11.9K | 3.8% | ▼−1.1% Reduced · −138 sh | |
| 10 | Nushares ETF TR NUVEEN ESG SMLCP | $6.8M | 130.4K | 2.9% | ▲+6.3% Added · +8K sh | |
| 11 | Dimensional ETF Trust US SUSTAINABILTY | $6.6M | 142.6K | 2.8% | ▼−2.3% Reduced · −3K sh | |
| 12 | Dimensional ETF Trust GLOBAL SUSTAINA | $5.8M | 110.5K | 2.4% | ▲+5.6% Added · +6K sh | |
| 13 | Nushares ETF TR NUVEEN ESG INTL | $4.8M | 119.7K | 2.0% | ▲+5.0% Added · +6K sh | |
| 14 | American Centy ETF TR AVANTIS SHFXDINC | $4.6M | 99.7K | 2.0% | ▲+11% Added · +10K sh | |
| 15 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $4.4M | 61.7K | 1.9% | ▼−1.5% Reduced · −925 sh | |
| 16 | Vanguard Mun BD FDS TAX EXEMPT BD | $4.2M | 83.7K | 1.8% | ▼−2.8% Reduced · −2K sh | |
| 17 | Dimensional ETF Trust EMER MARK SU ETF | $3.8M | 77.1K | 1.6% | ▼−0.4% Reduced · −342 sh | |
| 18 | American Centy ETF TR AVAN US SMAL ETF | $3.6M | 48.9K | 1.5% | ▲+4.6% Added · +2K sh | |
| 19 | Nushares ETF TR NUVEEN ESG EMRGN | $3.4M | 80.9K | 1.5% | ▲+0.5% Added · +431 sh | |
| 20 | Vanguard BD Index FDS TOTAL BND MRKT | $3.3M | 45.4K | 1.4% | ▲+20% Added · +7K sh | |
| 21 | Ishares TR RUSSELL 2000 ETF | $3.3M | 10.9K | 1.4% | ▼−0.8% Reduced · −91 sh | |
| 22 | Manager Directed Portfolios VERT GLB SUST RE | $2.9M | 257.5K | 1.2% | ▲+6.0% Added · +15K sh | |
| 23 | Vanguard BD Index FDS SHORT TRM BOND | $2.9M | 37.4K | 1.2% | ▲+5.3% Added · +2K sh | |
| 24 | Impax Funds Series Trust I GLOB SUS INF ETF | $2.9M | 111.5K | 1.2% | ▲New New position | |
| 25 | Vanguard Charlotte FDS TOTAL INT BD ETF | $2.4M | 50.1K | 1.0% | ▲+17% Added · +7K sh | |
| 26 | Ishares TR ESG MSCI KLD ETF | $2.3M | 16.5K | 1.0% | ▼−11% Reduced · −2K sh | |
| 27 | Ishares TR RUS 1000 GRW ETF | $2.1M | 16.9K | 0.9% | ▲+300% Added · +13K sh | |
| 28 | Proshares TR DJ BRKFLD GLB | $2.0M | 34.3K | 0.9% | ▲+3.2% Added · +1K sh | |
| 29 | Global X FDS US INFR DEV ETF | $1.6M | 27.3K | 0.7% | ▼−0.6% Reduced · −165 sh | |
| 30 | American Centy ETF TR AVANTIS EMGMKT | $1.5M | 15.8K | 0.6% | ▼−4.3% Reduced · −712 sh | |
| 31 | Vanguard Wellington FD SHORT TRM TAX EX | $1.5M | 14.3K | 0.6% | ▼−27% Reduced · −5K sh | |
| 32 | American Centy ETF TR INTL EQT ETF | $1.1M | 12.3K | 0.5% | ▲+0.9% Added · +114 sh | |
| 33 | Dimensional ETF Trust US COR EQU 1 ETF | $975K | 11.9K | 0.4% | ▲+36% Added · +3K sh | |
| 34 | Dimensional ETF Trust US CORE EQT MKT | $957K | 18.5K | 0.4% | ▼−2.1% Reduced · −395 sh | |
| 35 | Vanguard Index FDS SMALL CP ETF | $873K | 2.9K | 0.4% | ▲+0.1% Added · +2 sh | |
| 36 | Invesco Exch Traded FD TR II S&P GBL WATER | $859K | 13.1K | 0.4% | ▼−18% Reduced · −3K sh | |
| 37 | State STR SPDR S&P 500 ETF T TR UNIT | $788K | 1.1K | 0.3% | ▼−5.2% Reduced · −58 sh | |
| 38 | Ishares TR ESG AWARE MSCI | $735K | 13.1K | 0.3% | ▼−3.2% Reduced · −429 sh | |
| 39 | Dimensional ETF Trust CORE FIXE IN ETF | $494K | 11.7K | 0.2% | ▲+5.9% Added · +654 sh | |
| 40 | Vanguard Index FDS MID CAP ETF | $467K | 5.8K | 0.2% | ▲+300% Added · +4K sh | |
| 41 | Ishares TR RUS 2000 GRW ETF | $462K | 1.2K | 0.2% | —Held | |
| 42 | Ishares TR NATIONAL MUN ETF | $416K | 3.9K | 0.2% | —Held | |
| 43 | American Centy ETF TR INTL SMCP VLU | $394K | 3.8K | 0.2% | ▲~0% Added · +1 sh | |
| 44 | Ishares TR ESG OPTIMIZED | $384K | 2.5K | 0.2% | —Held | |
| 45 | Kla Corp COM NEW | $374K | 1.2K | 0.2% | ▲New New position | |
| 46 | Vanguard Index FDS LARGE CAP ETF | $368K | 1.1K | 0.2% | ▲+0.3% Added · +3 sh | |
| 47 | Vanguard Index FDS S&P 500 ETF SHS | $342K | 498 | 0.1% | —Held | |
| 48 | SPDR Series Trust ST STR SP600SM C | $317K | 2.9K | 0.1% | —Held | |
| 49 | First TR Exchange-Traded FD COM SHS ANNUAL | $317K | 3.4K | 0.1% | —Held | |
| 50 | Dimensional ETF Trust US REAL ESTA ETF | $314K | 12.0K | 0.1% | ▼−1.4% Reduced · −175 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 14, 2026 | 57 | $235.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 9, 2026 | 52 | $208.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 14, 2026 | 52 | $197.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 9, 2025 | 51 | $177.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 5, 2025 | 49 | $158.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 23, 2025 | 46 | $135.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 4, 2025 | 47 | $119.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.