Consilium Wealth Advisory, LLC has filed its 13F form on April 30, 2024 for Q1 2024 where it was disclosed a total value porftolio of $177 Million distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Core Growth Allocat with a value of $16.9M, Dimensional ETF Tr with a value of $15.6M, Apple Inc. with a value of $11.7M, Wells Fargo & Company with a value of $9.52M, and Nvidia Corp with a value of $8.26M.

Examining the 13F form we can see an increase of $11.3M in the current position value, from $166M to 177M.

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

Portfolio value $177 Million
ETFs: $85.4 Million
Technology: $34.5 Million
Financial Services: $19.3 Million
Healthcare: $10.2 Million
Communication Services: $7.9 Million
Consumer Cyclical: $6.79 Million
Industrials: $5.97 Million
Energy: $4.2 Million
Other: $2.6 Million

Stock Holdings Table

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


  • Portfolio
  • No. of Stocks 83
  • Current Value $177 Million
  • Prior Value $166 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 30, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 3 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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