Consilio Wealth Advisors, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $281 Million distributed in 85 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $64.7M, Microsoft Corp with a value of $29.2M, Ishares Core Dividend Growth E with a value of $23M, Amazon Com Inc with a value of $21.5M, and Invesco Qqq Trust, Series 1 with a value of $18.2M.

Examining the 13F form we can see an increase of $42.6M in the current position value, from $238M to 281M.

Below you can find more details about Consilio Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $281 Million
ETFs: $192 Million
Technology: $44.8 Million
Consumer Cyclical: $23.6 Million
Communication Services: $8.57 Million
Financial Services: $4.99 Million
Healthcare: $3.03 Million
Consumer Defensive: $2.34 Million
Energy: $755,000
Other: $581,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $281 Million
  • Prior Value $238 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 17 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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