§ 13F · FUND PROFILE
CONSILIO WEALTH ADVISORS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $280.4T (13F)Positions · 85Turnover · — · Q3Filed · Nov 13, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED NOV 13, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | 104K | $69.8T | 22.9% | — |
| 2 | MSFT | MICROSOFT CORP COM | 59K | $30.5T | 10.0% | — |
| 3 | DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 362K | $24.6T | 8.1% | — |
| 4 | AMZN | AMAZON COM INC COM | 97K | $21.4T | 7.0% | — |
| 5 | QQQ | QQQ - INVESCO QQQ TRUST SERIES I | 33K | $19.7T | 6.5% | — |
| 6 | IJH | ISHARES CORE S&P MID-CAP ETF | 231K | $15.1T | 5.0% | — |
| 7 | VT | VANGUARD TOTAL WORLD STOCK ETF | 101K | $13.9T | 4.6% | — |
| 8 | VO | VANGUARD MID-CAP ETF | 37K | $10.8T | 3.6% | — |
| 9 | IEFA | ISHARES CORE MSCI EAFE ETF | 90K | $7.9T | 2.6% | — |
| 10 | NVDA | NVIDIA CORPORATION COM | 31K | $5.8T | 1.9% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CONSILIO SIGNAL
AC read
CONSILIO WEALTH ADVISORS, LLC is a Other fund managing $280361.6 trillion in assets. The fund runs a portfolio of 85 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed