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CONSILIO WEALTH ADVISORS, LLC 13F holdings

Filed 2026-08-10 · CONSILIO WEALTH ADVISORS, LLC · 110 positions · $417.3M

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TickerCompanySharesValue% of portfolio
IVVISHARES CORE S&P 500 ETF100.6K$75.4M18.1%
QQQMINVESCO NASDAQ 100 ETF138.9K$42.1M10.1%
VEAVANGUARD FTSE DEVELOPED MARKETS ETF499.0K$35.6M8.5%
AMZNAMAZON COM INC COM140.4K$33.5M8.0%
MSFTMICROSOFT CORP COM69.1K$25.8M6.2%
VTVANGUARD TOTAL WORLD STOCK ETF118.6K$18.6M4.5%
CGDVCGDV - CAPITAL GROUP DIVIDEND VALUE ETF239.3K$11.8M2.8%
LQDLQD - ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF101.2K$11.0M2.6%
VOVANGUARD MORNINGSTAR MID-CAP ETF133.4K$10.8M2.6%
DGROISHARES CORE DIVIDEND GROWTH ETF131.7K$10.0M2.4%
QQQQQQ - INVESCO QQQ TRUST SERIES I13.5K$10.0M2.4%
IEFAISHARES CORE MSCI EAFE ETF87.5K$8.5M2.0%
STIPSTIP - ISHARES 0-5 YEAR TIPS BOND ETF74.8K$7.6M1.8%
IJHISHARES CORE S&P MID-CAP ETF83.4K$6.4M1.5%
NVDANVIDIA CORPORATION COM31.2K$6.3M1.5%
IEFISHARES 7-10 YEAR TREASURY BOND ETF62.9K$6.0M1.4%
IWBISHARES RUSSELL 1000 ETF14.0K$5.7M1.4%
VTEBVANGUARD TAX-EXEMPT BOND ETF110.5K$5.6M1.3%
AAPLAPPLE INC COM18.7K$5.4M1.3%
EFGEFG - ISHARES MSCI EAFE GROWTH ETF41.5K$5.2M1.2%
HMOPHMOP - HARTFORD MUNICIPAL OPPORTUNITIES ETF120.2K$4.7M1.1%
BNDVANGUARD TOTAL BOND MARKET ETF57.4K$4.2M1.0%
IGIBIGIB - ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF75.8K$4.0M1.0%
GOOGLALPHABET INC CAP STK CL A10.7K$3.8M0.9%
VOOVANGUARD S&P 500 ETF5.6K$3.8M0.9%
METAMETA PLATFORMS INC CL A6.3K$3.6M0.9%
IWMIWM- ISHARES RUSSELL 2000 ETF9.0K$2.7M0.6%
VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF33.0K$2.6M0.6%
GOOGALPHABET INC CAP STK CL C7.3K$2.6M0.6%
SPYSTATE STREET SPDR S&P 500 ETF3.3K$2.5M0.6%
AVGOBROADCOM INC COM5.4K$2.0M0.5%
MUMICRON TECHNOLOGY INC COM1.6K$1.9M0.5%
ACWXISHARES MSCI ACWI EX U.S. ETF22.1K$1.7M0.4%
TSLATESLA INC COM3.7K$1.6M0.4%
IVWISHARES S&P 500 GROWTH ETF11.0K$1.5M0.4%
JPMJPMORGAN CHASE & CO COM4.0K$1.3M0.3%
MUBISHARES NATIONAL MUNI BOND ETF12.1K$1.3M0.3%
BRK-BBERKSHIRE HATHAWAY INC DEL CL B NEW2.5K$1.2M0.3%
AMDADVANCED MICRO DEVICES INC COM2.0K$1.2M0.3%
XOMEXXONMOBIL HOLDINGS CORP COM SHS8.5K$1.2M0.3%
LLYELI LILLY & CO COM928$1.1M0.3%
IUSGISHARES CORE S&P U.S. GROWTH ETF5.3K$1.0M0.2%
AMATAPPLIED MATLS INC COM1.2K$866,8470.2%
LRCXLAM RESEARCH CORP COM NEW1.7K$749,8030.2%
JNJJOHNSON & JOHNSON COM2.7K$695,2250.2%
INTCINTEL CORP COM4.9K$682,0900.2%
VVISA INC COM CL A2.0K$674,6030.2%
ABBVABBVIE INC COM2.6K$656,3860.2%
WMTWALMART INC COM5.6K$630,3980.2%
WDCWESTERN DIGITAL CORP COM976$623,4810.1%
CATCATERPILLAR INC COM576$613,3820.1%
KLACKLA CORP COM NEW2.0K$600,8550.1%
NTAPNETAPP INC COM3.7K$580,0400.1%
TQQQPROSHARES ULTRAPRO QQQ7.1K$575,2040.1%
COSTCOSTCO WHOLESALE CORPORATION COM561$525,2040.1%
BACBANK OF AMER CORP COM9.0K$512,8160.1%
ORCLORACLE CORP COM3.4K$495,0280.1%
GEGE AEROSPACE COM NEW1.3K$492,3530.1%
CSCOCISCO SYS INC COM4.2K$489,5940.1%
EXPEEXPEDIA GROUP INC COM NEW1.8K$458,7930.1%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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