account_balance

Investment manager · 13F filer · SEC CIK 1908944

Consilio Wealth Advisors, LLC

Reported value$461Mas of Sep 30, 2026
Positions154 52 new, 4 sold out
Top 10 weight64.7%IVV alone is 17%
FiledNov 1344 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
IVV iShares Core S&P 500 ETF 16.9% Held
QQQM Invesco Nasdaq 100 ETF 9.1% Held
MSFT Microsoft Corp 8.4% Added +9%
VEA Vanguard Ftse Developed Markets ETF 7.8% Added +2%
AMZN Amazon.com Inc 7.7% Added +2%
VT Vanguard Total World Stock ETF 4.1% Held
NVDA NVIDIA Corp 3.8% Added +145%
CGDV CGDV - Capital Group Dividend Value ETF 2.6% Held
LQD LQD - iShares Iboxx $ Investment Grade Corporate Bond ETF 2.2% Trimmed −2%
VO Vanguard Morningstar Mid-Cap ETF 2.2% Trimmed −4%
QQQ QQQ - Invesco QQQ Trust Series I 2.1% Trimmed −3%
DGRO iShares Core Dividend Growth ETF 2.1% Trimmed −4%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Aug 10, 2026 filing
add_circleNew
  • DYNF $385K
  • IALT $355K
  • NEM $337K
  • NWSA $323K
arrow_upwardAdded
arrow_downwardTrimmed
  • BND −8%
  • SPY −7%
  • VCSH −7%
  • IGIB −6%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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