Allodium Investment Consultants, LLC
RIA/Wealth
Allodium Investment Consultants, LLC is a RIA/Wealth based in Minneapolis, MN led by David John Bromelkamp, reporting $416.6M in AUM as of Q3 2025 with 99% ETF concentration and 66% concentrated in top 10 holdings.
CEODavid John Bromelkamp
- Portfolio Value
- $177.1M
- Positions
- 51
- Top Holding
- DFUS at 12.81%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Allodium Investment Consultants, LLC's portfolio (66.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $22.7M | 12.81% | +$96.0K Bought | — 313.3K shares | |
ETF ETF | $17.6M | 9.93% | +$866.3K Bought | — 484.0K shares | |
ETF ETF | $16.6M | 9.37% | +$246.0K Bought | — 242.4K shares | |
ETF ETF | $11.7M | 6.61% | +$575.7K Bought | — 128.0K shares | |
ETF ETF | $9.3M | 5.24% | +$650.3K Bought | — 220.4K shares | |
ETF ETF | $9.2M | 5.19% | -$34.4K Sold | — 291.6K shares | |
ETF ETF | $8.8M | 4.97% | +$512.9K Bought | — 278.4K shares | |
ETF ETF | $7.9M | 4.44% | +$273.1K Bought | — 11.8K shares | |
ETF ETF | $7.7M | 4.35% | +$2.0M Bought | — 188.2K shares | |
ETF ETF | $6.1M | 3.45% | +$174.5K Bought | — 138.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Allodium Investment Consultants, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+56.44% | |
+38.13% | |
+35.52% | |
+30.4% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-34.71% | |
-30.89% | |
-11.3% | |
-5.74% | |
-5.08% |
Analytics
Portfolio insights and performance metrics for Allodium Investment Consultants, LLC
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