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Showing Q3 2025 data
CONSILIO WEALTH ADVISORS, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
CONSILIO WEALTH ADVISORS, LLC
•CIK: 1908944•Filing: Q3 2025
**CONSILIO WEALTH ADVISORS, LLC** manages $304M across a diversified portfolio of 96 positions. The strategy exhibits significant allocations to core market indices and technology leaders, highlighted by the top holdings in IVV ($69.8M) and MSFT ($30.5M). Further concentration includes substantial exposure to growth sectors via DGRO ($24.6M) and AMZN ($21.4M). The portfolio maintains broad market representation with notable weightings in NDQ ($19.7M) and IJH ($15.1M).
Total AUM
$304.3M
QoQ Performance
+8.6%
Positions
96
Top 10 Concentration
72.1%
Latest Filing
Q3 2025
Top Holdings Allocation
IVV
MSFT
DGRO
AMZN
NDQ
IVV22.9%
MSFT10.0%
DGRO8.1%
AMZN7.0%
NDQ6.5%
IJH5.0%
VT4.6%
VO3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other45.1%
ETF24.8%
Technology17.7%
Consumer8.3%
Financial1.7%
Healthcare1.0%
Industrial0.4%
Communication0.4%
🚪 Exited Positionssold since Q2 2025
Changes from Q2 2025
NEW13 new positions
↑51 increased
↓23 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023