Institutions / Consilium Wealth Advisory, LLC
Consilium Wealth Advisory, LLC
CIK 1904906 · Institution · as of Dec 31, 2025
Portfolio value
$271.02M
Positions
94
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 94 →
| Company | Value | % of portfolio |
|---|---|---|
| Dimensional ETF Trust | $24.40M | 9.0% |
| iShares Tr | $20.76M | 7.7% |
| Apple Inc. | $18.86M | 7.0% |
| Trane Technologies plc | $17.63M | 6.5% |
| Wells Fargo & COMPANY/MN | $15.51M | 5.7% |
| NVIDIA Corp | $12.71M | 4.7% |
| Vanguard Index Fds | $10.81M | 4.0% |
| Schwab Strategic Tr | $9.53M | 3.5% |
| iShares Tr | $7.86M | 2.9% |
| Vanguard Bd Index Fds | $7.81M | 2.9% |
| Microsoft Corp | $7.66M | 2.8% |
| Alphabet Inc. | $7.28M | 2.7% |
| iShares Tr | $6.05M | 2.2% |
| iShares Tr | $5.51M | 2.0% |
| Amazon.com Inc | $5.50M | 2.0% |
| Vanguard Bd Index Fds | $5.20M | 1.9% |
| Meta Platforms Inc | $4.66M | 1.7% |
| iShares Tr | $4.40M | 1.6% |
| Broadcom Inc. | $4.27M | 1.6% |
| iShares Tr | $4.01M | 1.5% |
| JPMorgan Chase & Co | $3.95M | 1.5% |
| ELI LILLY & Co | $3.61M | 1.3% |
| Franklin Templeton Digital H | $3.32M | 1.2% |
| General Electric Co | $3.05M | 1.1% |
| SPDR S&P 500 ETF Tr | $2.97M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.