account_balance
Investment manager · 13F filer · SEC CIK 1904906
Consilium Wealth Advisory, LLC
Reported value$338Mas of Sep 30, 2026
Positions101 3 new, 3 sold out
Top 10 weight53.8%DFAI alone is 11%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFAIDimensional ETF Trust
10.9%
AORiShares Tr
8.8%Trimmed −6%
AAPLApple Inc.
7.4%Added +2%
TTTrane Technologies PLC
5.9%
NVDANVIDIA Corp
4.7%
WFCWells Fargo & Company
3.6%
VTIVanguard Index FDS
3.3%
SCHXSchwab Strategic Tr
3.3%Added +4%
AOAiShares Tr
3.1%Added +30%
GOOGLAlphabet Inc.
2.8%
MSFTMicrosoft Corp
2.8%Added +3%
IEURiShares Tr
2.6%
DFAIDimensional ETF Trust
10.9%
AORiShares Tr
8.8%Trimmed −6%
AAPLApple Inc.
7.4%
TTTrane Technologies PLC
5.9%
NVDANVIDIA Corp
4.7%
WFCWells Fargo & Company
3.6%
VTIVanguard Index FDS
3.3%
SCHXSchwab Strategic Tr
3.3%
AOA3.1%
GOOGLMSFT2.8%IEUR
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFAI Dimensional ETF Trust 10.9% Held
AOR iShares Tr 8.8% Trimmed −6%
AAPL Apple Inc. 7.4% Added +2%TT Trane Technologies PLC 5.9% HeldNVDA NVIDIA Corp 4.7% HeldWFC Wells Fargo & Company 3.6% HeldVTI Vanguard Index FDS 3.3% Held
SCHX Schwab Strategic Tr 3.3% Added +4%
AOA iShares Tr 3.1% Added +30%
GOOGL Alphabet Inc. 2.8% HeldMSFT Microsoft Corp 2.8% Added +3%IEUR iShares Tr 2.6% Held
What changed
Biggest moves since Jun 30, 2026
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