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Manager record

Allium Financial Advisors, Llc

Lake Oswego, OR · CIK 2067277 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$152.75MReported 13F valueQ2 2026 · as filed
80Holdings listed
+22.5%vs prior quartervalue change includes market moves
5Quarters on record
Aug 13Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $114.8M$114.8MQ2 202588 holdingsQ3 2025: $120.8M$120.8MQ3 202581 holdingsQ4 2025: $126.2M$126.2MQ4 202579 holdingsQ1 2026: $124.7M$124.7MQ1 202679 holdingsQ2 2026: $152.7M$152.7MQ2 202680 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 13 2026 13F-HR · period Q2 2026

$152.75M · 80 holdings listed · View original SEC filing ↗
May 07 2026 13F-HR · period Q1 2026

$124.71M · 79 holdings listed · View original SEC filing ↗
Feb 09 2026 13F-HR · period Q4 2025

$126.15M · 79 holdings listed · View original SEC filing ↗
Feb 09 2026 13F-HR/A · period Q2 2025

$114.75M · 88 holdings listed · amendment (restatement) · View original SEC filing ↗
Nov 14 2025 13F-HR · period Q3 2025

$120.82M · 81 holdings listed · View original SEC filing ↗
Aug 13 2025 13F-HR · period Q2 2025

$136.19M · 89 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 13, 2026 · Change methodology