# EDGAR Filing Document

**Accession Number:** 0002067277
**File Stem:** 0001420506-26-000827
**Filing Date:** 2026-5
**Character Count:** 11343
**Document Hash:** 044ed93970eaa965d5e641f58c674e28
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001420506-26-000827.hdr.sgml**: 20260507

**ACCESSION NUMBER**: 0001420506-26-000827

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260507

**DATE AS OF CHANGE**: 20260507

**EFFECTIVENESS DATE**: 20260507

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** ALLIUM FINANCIAL ADVISORS, LLC
- **CENTRAL INDEX KEY:** 0002067277

**ORGANIZATION NAME:**
- **EIN:** 821142578
- **STATE OF INCORPORATION:** OR
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25538
- **FILM NUMBER:** 26951734

**BUSINESS ADDRESS:**
- **STREET 1:** 310 N STATE STREET
- **STREET 2:** SUITE 208
- **CITY:** LAKE OSWEGO
- **STATE:** OR
- **ZIP:** 97034
- **BUSINESS PHONE:** (877) 487-6860

**MAIL ADDRESS:**
- **STREET 1:** 310 N STATE STREET
- **STREET 2:** SUITE 208
- **CITY:** LAKE OSWEGO
- **STATE:** OR
- **ZIP:** 97034

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** ALLIUM FINANCIAL ADVISORS LLC<br>**Address:** 310 N STATE STREET<br>SUITE 208<br>LAKE OSWEGO, OR 97034

**Form 13F File Number:** 028-25538

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** sheree@alliumfinancial.com<br>**Title:** CCO<br>**Phone:** (877) 487-6860

**Signature, Place, and Date of Signing:**

sheree@alliumfinancial.com CCO  LAKE OSWEGO, OR  05-07-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 79

**Form 13F Information Table Value Total:** $124709776

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 765565 | 3520 | SH |  | SOLE |  | 3498 | 0 | 22 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 417845 | 2054 | SH |  | SOLE |  | 2054 | 0 | 0 |
| AFLAC INC | COM | 001055102 |  | 273397 | 2492 | SH |  | SOLE |  | 2492 | 0 | 0 |
| ALLSTATE CORP | COM | 020002101 |  | 251711 | 1214 | SH |  | SOLE |  | 1208 | 0 | 6 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1270089 | 4417 | SH |  | SOLE |  | 4398 | 0 | 19 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 881741 | 3074 | SH |  | SOLE |  | 3074 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 2269031 | 10895 | SH |  | SOLE |  | 10861 | 0 | 34 |
| APPLE INC | COM | 037833100 |  | 5743566 | 22631 | SH |  | SOLE |  | 21558 | 0 | 1073 |
| APPLIED MATLS INC | COM | 038222105 |  | 964873 | 2823 | SH |  | SOLE |  | 2807 | 0 | 16 |
| AT INC | COM | 00206R102 |  | 230460 | 7950 | SH |  | SOLE |  | 7932 | 0 | 18 |
| BANK AMERICA CORP | COM | 060505104 |  | 499362 | 10243 | SH |  | SOLE |  | 9768 | 0 | 475 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1072929 | 2239 | SH |  | SOLE |  | 1273 | 0 | 966 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 20107920 | 28 | SH |  | SOLE |  | 0 | 0 | 28 |
| BLACKROCK INC | COM | 09290D101 |  | 246198 | 256 | SH |  | SOLE |  | 254 | 0 | 2 |
| BROADCOM INC | COM | 11135F101 |  | 991980 | 3205 | SH |  | SOLE |  | 2965 | 0 | 240 |
| CHEVRON CORPORATION | COM | 166764100 |  | 273108 | 1320 | SH |  | SOLE |  | 1316 | 0 | 4 |
| CISCO SYS INC | COM | 17275R102 |  | 322464 | 4156 | SH |  | SOLE |  | 3836 | 0 | 320 |
| CITIGROUP INC | COM NEW | 172967424 |  | 268693 | 2369 | SH |  | SOLE |  | 2073 | 0 | 296 |
| COHEN  STEERS REAL ESTATE O | SHS BENFIN INT | 19249Q103 |  | 349752 | 24054 | SH |  | SOLE |  | 24054 | 0 | 0 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 5130751 | 5149 | SH |  | SOLE |  | 5147 | 0 | 2 |
| CUMMINS INC | COM | 231021106 |  | 215208 | 400 | SH |  | SOLE |  | 397 | 0 | 3 |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 |  | 2215677 | 31246 | SH |  | SOLE |  | 31246 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 3577340 | 92057 | SH |  | SOLE |  | 92057 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 1100045 | 1196 | SH |  | SOLE |  | 1193 | 0 | 3 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 |  | 230315 | 11933 | SH |  | SOLE |  | 11933 | 0 | 0 |
| ETFS GOLD TR | PHYSCL GOLD SHS | 00326A104 |  | 200790 | 4500 | SH |  | SOLE |  | 4500 | 0 | 0 |
| EXELIXIS INC | COM | 30161Q104 |  | 267676 | 6241 | SH |  | SOLE |  | 6241 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 355947 | 2098 | SH |  | SOLE |  | 2087 | 0 | 11 |
| GE AEROSPACE | COM NEW | 369604301 |  | 315822 | 1113 | SH |  | SOLE |  | 1113 | 0 | 0 |
| GE VERNOVA INC | COM | 36828A101 |  | 304771 | 349 | SH |  | SOLE |  | 348 | 0 | 1 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 234339 | 277 | SH |  | SOLE |  | 277 | 0 | 0 |
| HCA HEALTHCARE INC | COM | 40412C101 |  | 558423 | 1180 | SH |  | SOLE |  | 1180 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 465708 | 1416 | SH |  | SOLE |  | 1345 | 0 | 71 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 324826 | 4657 | SH |  | SOLE |  | 902 | 0 | 3755 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 3189365 | 32802 | SH |  | SOLE |  | 29176 | 0 | 3626 |
| ISHARES TR | GLOBAL TECH ETF | 464287291 |  | 735012 | 7352 | SH |  | SOLE |  | 7286 | 0 | 66 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 |  | 1379934 | 4397 | SH |  | SOLE |  | 4397 | 0 | 0 |
| ISHARES TR | S MC 400VL ETF | 464287705 |  | 352185 | 2658 | SH |  | SOLE |  | 1732 | 0 | 926 |
| ISHARES TR | S MC 400GR ETF | 464287606 |  | 486800 | 4838 | SH |  | SOLE |  | 3214 | 0 | 1624 |
| ISHARES TR | S SML 600 GWT | 464287887 |  | 461480 | 3189 | SH |  | SOLE |  | 2287 | 0 | 902 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 398440 | 1887 | SH |  | SOLE |  | 0 | 0 | 1887 |
| ISHARES TR | CORE S ETF | 464287200 |  | 10490955 | 16061 | SH |  | SOLE |  | 15466 | 0 | 595 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 387515 | 3426 | SH |  | SOLE |  | 3426 | 0 | 0 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 275848 | 1291 | SH |  | SOLE |  | 1291 | 0 | 0 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 534279 | 1253 | SH |  | SOLE |  | 364 | 0 | 889 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 912452 | 13002 | SH |  | SOLE |  | 13002 | 0 | 0 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 16624818 | 292742 | SH |  | SOLE |  | 262443 | 0 | 30299 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 208927 | 2151 | SH |  | SOLE |  | 2151 | 0 | 0 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 200893 | 2433 | SH |  | SOLE |  | 2433 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 847473 | 3467 | SH |  | SOLE |  | 3459 | 0 | 8 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 811293 | 2758 | SH |  | SOLE |  | 2758 | 0 | 0 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 1576383 | 7378 | SH |  | SOLE |  | 7378 | 0 | 0 |
| LOWES COS INC | COM | 548661107 |  | 291806 | 1235 | SH |  | SOLE |  | 1235 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 319283 | 639 | SH |  | SOLE |  | 639 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 1209536 | 2114 | SH |  | SOLE |  | 2114 | 0 | 0 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 863519 | 2556 | SH |  | SOLE |  | 2552 | 0 | 4 |
| MICROSOFT CORP | COM | 594918104 |  | 2958649 | 7993 | SH |  | SOLE |  | 7929 | 0 | 64 |
| NETFLIX INC. | COM | 64110L106 |  | 400369 | 4164 | SH |  | SOLE |  | 3640 | 0 | 524 |
| NIKE INC | CL B | 654106103 |  | 360074 | 6817 | SH |  | SOLE |  | 1318 | 0 | 5499 |
| NORTHERN DYNASTY MINERALS LT | COM NEW | 66510M204 |  | 49000 | 35000 | SH |  | SOLE |  | 35000 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 5557127 | 31864 | SH |  | SOLE |  | 31736 | 0 | 128 |
| PIMCO DYNAMIC INCOME FD | SHS | 72201Y101 |  | 5644402 | 329889 | SH |  | SOLE |  | 316709 | 0 | 13180 |
| PULTE GROUP INC | COM | 745867101 |  | 482907 | 4106 | SH |  | SOLE |  | 4106 | 0 | 0 |
| REGENERON PHARMACEUTICALS | COM | 75886F107 |  | 211703 | 274 | SH |  | SOLE |  | 274 | 0 | 0 |
| RIO TINTO PLC | SPONSORED ADR | 767204100 |  | 248062 | 2659 | SH |  | SOLE |  | 2659 | 0 | 0 |
| RUNWAY GROWTH FINANCE CORP | COM | 78163D100 |  | 5329783 | 775805 | SH |  | SOLE |  | 751241 | 0 | 24564 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 315768 | 10859 | SH |  | SOLE |  | 10859 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 254732 | 592 | SH |  | SOLE |  | 0 | 0 | 592 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 1584632 | 2437 | SH |  | SOLE |  | 2371 | 0 | 66 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 |  | 369717 | 1094 | SH |  | SOLE |  | 1094 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 1039413 | 2796 | SH |  | SOLE |  | 2790 | 0 | 6 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 |  | 302841 | 3300 | SH |  | SOLE |  | 3300 | 0 | 0 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 |  | 241925 | 631 | SH |  | SOLE |  | 60 | 0 | 571 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 1444607 | 4503 | SH |  | SOLE |  | 4503 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 1127618 | 1887 | SH |  | SOLE |  | 1887 | 0 | 0 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 410919 | 5329 | SH |  | SOLE |  | 5329 | 0 | 0 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 322347 | 462 | SH |  | SOLE |  | 0 | 0 | 462 |
| VISA INC | COM CL A | 92826C839 |  | 238770 | 790 | SH |  | SOLE |  | 715 | 0 | 75 |
| WALMART INC | COM | 931142103 |  | 557893 | 4489 | SH |  | SOLE |  | 4489 | 0 | 0 |

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