CONSILIO WEALTH ADVISORS, LLC - Portfolio Stock Holdings
CONSILIO WEALTH ADVISORS, LLC disclosed 114 stock positions in a recent SEC 13F filing. $417,016,279 of stock holdings were filed, with the largest holdings including IVV, QQQM, and VEA. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $555,755,695 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
114Est. Stock Holding Value:
$417,016,279Top Stock Holdings By Sector
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Portfolio Stock Holdings - CONSILIO WEALTH ADVISORS, LLC
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Portfolio Options Holdings - CONSILIO WEALTH ADVISORS, LLC
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