CONSILIO WEALTH ADVISORS, LLC

CIK 0001908944 • 6 13F filings • Apr 11, 2025 – Aug 10, 2026

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Filer information

Filed by: CONSILIO WEALTH ADVISORS, LLC, Compliance Consultant
Address: 500 108TH AVENUE NE, SUITE 1100, BELLEVUE, WA, 98004
Phone: 7204145177
AUM: $341.9M

AUM over time

$417.3M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $341.9M97 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS COM	Stock	$265K	0.1%Prev: 0.1%	2,115 SH	Decreased-142 SH
ABBVIE INC COM	Stock	$590K	0.2%Prev: 0.2%	2,584 SH	Decreased-67 SH
ADVANCED MICRO DEVICES INC COM	Stock	$430K	0.1%Prev: 0.1%	2,008 SH	Increased+94 SH
ALPHABET INC CAP STK CL A	Stock	$3.3M	1.0%Prev: 0.8%	10,497 SH	Increased-50 SH
ALPHABET INC CAP STK CL C	Stock	$1.0M	0.3%Prev: 0.3%	3,288 SH	Increased+29 SH
AMAZON COM INC COM	Stock	$26.4M	7.7%Prev: 7.0%	114,211 SH	Increased+16,737 SH
AMERICAN EXPRESS CO COM	Stock	$281K	0.1%Prev: 0.1%	759 SH	Increased+4 SH
AMGEN INC COM	Stock	$248K	0.1%Prev: 0.1%	758 SH	Increased+3 SH
APPLE INC COM	Stock	$5.0M	1.5%Prev: 1.5%	18,287 SH	Increased-100 SH
APPLIED MATLS INC COM	Stock	$298K	0.1%Prev: 0.1%	1,158 SH	Increased+7 SH
ARISTA NETWORKS INC COM SHS	Stock	$243K	0.1%Prev: 0.1%	1,851 SH	Decreased-65 SH
BANK AMERICA CORP COM	Stock	$517K	0.2%Prev: 0.2%	9,392 SH	Increased+182 SH
BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$1.2M	0.4%Prev: 0.4%	2,469 SH	Decreased-35 SH
BLACKROCK INC COM	Stock	$219K	0.1%Prev: 0.1%	205 SH	Decreased
BOOKING HOLDINGS INC COM	Stock	$252K	0.1%Prev: 0.1%	47 SH	Decreased
BROADCOM INC COM	Stock	$1.8M	0.5%Prev: 0.6%	5,237 SH	Increased-64 SH
CADENCE DESIGN SYSTEM INC COM	Stock	$285K	0.1%Prev: 0.1%	912 SH	Decreased+6 SH
CAPITAL ONE FINL CORP COM	Stock	$299K	0.1%Prev: 0.1%	1,235 SH	Increased-5 SH
CATERPILLAR INC COM	Stock	$323K	0.1%Prev: 0.1%	564 SH	Increased+8 SH
CGDV - CAPITAL GROUP DIVIDEND VALUE ETF	ETF	$299K	0.1%	6,845 SH	New
CHEVRON CORP NEW COM	Stock	$221K	0.1%Prev: 0.1%	1,448 SH	Decreased+13 SH
CISCO SYS INC COM	Stock	$351K	0.1%Prev: 0.1%	4,553 SH	Increased+963 SH
CITIGROUP INC COM NEW	Stock	$221K	0.1%	1,891 SH	New
COCA COLA CO COM	Stock	$316K	0.1%Prev: 0.1%	4,516 SH	Increased+85 SH
COSTCO WHOLESALE CORPORATION COM	Stock	$466K	0.1%	540 SH	New
DISNEY WALT CO COM	Stock	$201K	0.1%Prev: 0.1%	1,768 SH	Decreased-40 SH
EFG - ISHARES MSCI EAFE GROWTH ETF	ETF	$4.6M	1.4%Prev: 1.5%	40,623 SH	Decreased-164 SH
ELI LILLY & CO COM	Stock	$952K	0.3%Prev: 0.2%	886 SH	Increased+10 SH
EXPEDIA GROUP INC COM NEW	Stock	$508K	0.1%Prev: 0.1%	1,794 SH	Increased+2 SH
EXXON MOBIL CORP COM	Stock	$992K	0.3%Prev: 0.3%	8,242 SH	Increased+1,086 SH
GE AEROSPACE COM NEW	Stock	$406K	0.1%Prev: 0.1%	1,318 SH	Decreased-62 SH
GE VERNOVA INC COM	Stock	$203K	0.1%	310 SH	New
HMOP - HARTFORD MUNICIPAL OPPORTUNITIES ETF	ETF	$4.7M	1.4%Prev: 1.5%	120,104 SH	Increased+3,166 SH
HOME DEPOT INC COM	Stock	$356K	0.1%Prev: 0.2%	1,034 SH	Decreased-157 SH
IGIB - ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF	ETF	$4.1M	1.2%Prev: 0.1%	76,312 SH	Increased+72,492 SH
INTERNATIONAL BUSINESS MACHS COM	Stock	$349K	0.1%Prev: 0.1%	1,179 SH	Increased+17 SH
INTUIT COM	Stock	$207K	0.1%Prev: 0.1%	313 SH	Decreased
INTUITIVE SURGICAL INC COM NEW	Stock	$250K	0.1%	442 SH	New
INVESCO NASDAQ 100 ETF	ETF	$770K	0.2%	3,044 SH	New
ISHARES CORE DIVIDEND GROWTH ETF	ETF	$25.5M	7.5%Prev: 8.1%	367,242 SH	Increased+5,182 SH
ISHARES CORE HIGH DIVIDEND ETF	ETF	$245K	0.1%Prev: 0.1%	2,011 SH	Decreased
ISHARES CORE MSCI EAFE ETF	ETF	$8.1M	2.4%Prev: 2.6%	90,518 SH	Increased+92 SH
ISHARES CORE S&P 500 ETF	ETF	$71.5M	20.9%Prev: 22.9%	104,361 SH	Increased+33 SH
ISHARES CORE S&P MID-CAP ETF	ETF	$16.3M	4.8%Prev: 5.0%	246,473 SH	Increased+15,445 SH
ISHARES CORE S&P U.S. GROWTH ETF	ETF	$931K	0.3%Prev: 0.3%	5,543 SH	Increased+1 SH
ISHARES ESG OPTIMIZED MSCI USA ETF	ETF	$313K	0.1%Prev: 0.1%	2,249 SH	Increased+64 SH
ISHARES MSCI ACWI EX U.S. ETF	ETF	$1.5M	0.4%Prev: 0.5%	21,906 SH	Increased+342 SH
ISHARES NATIONAL MUNI BOND ETF	ETF	$1.3M	0.4%Prev: 0.4%	12,529 SH	Decreased-115 SH
ISHARES RUSSELL 1000 ETF	ETF	$5.3M	1.6%Prev: 1.7%	14,277 SH	Increased-81 SH
ISHARES S&P 500 GROWTH ETF	ETF	$1.1M	0.3%Prev: 0.4%	9,316 SH	Increased
IWM- ISHARES RUSSELL 2000 ETF	ETF	$2.2M	0.6%Prev: 0.7%	8,938 SH	Increased+19 SH
JOHNSON & JOHNSON COM	Stock	$564K	0.2%Prev: 0.2%	2,723 SH	Increased+51 SH
JPMORGAN CHASE & CO. COM	Stock	$1.3M	0.4%Prev: 0.4%	3,983 SH	Increased-63 SH
KLA CORP COM NEW	Stock	$241K	0.1%Prev: 0.1%	198 SH	Increased-2 SH
LAM RESEARCH CORP COM NEW	Stock	$293K	0.1%Prev: 0.1%	1,709 SH	Increased-114 SH
LQD - ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF	ETF	$8.9M	2.6%Prev: 0.1%	80,983 SH	Increased+78,282 SH
MASTERCARD INCORPORATED CL A	Stock	$535K	0.2%Prev: 0.2%	937 SH	Decreased-48 SH
MERCK & CO INC COM	Stock	$294K	0.1%Prev: 0.1%	2,797 SH	Increased+216 SH
META PLATFORMS INC CL A	Stock	$4.5M	1.3%Prev: 1.6%	6,794 SH	Decreased+292 SH
MICRON TECHNOLOGY INC COM	Stock	$460K	0.1%Prev: 0.1%	1,612 SH	Increased+19 SH
MICROSOFT CORP COM	Stock	$29.4M	8.6%Prev: 10.0%	60,779 SH	Decreased+1,823 SH
MORGAN STANLEY COM NEW	Stock	$348K	0.1%Prev: 0.1%	1,962 SH	Increased+11 SH
NETAPP INC COM	Stock	$639K	0.2%Prev: 0.2%	5,965 SH	Increased+1,831 SH
NETFLIX INC. COM	Stock	$503K	0.1%	5,360 SH	New
NVIDIA CORPORATION COM	Stock	$5.7M	1.7%Prev: 1.9%	30,353 SH	Decreased-586 SH
ORACLE CORP COM	Stock	$660K	0.2%Prev: 0.3%	3,384 SH	Decreased-37 SH
PALANTIR TECHNOLOGIES INC CL A	Stock	$417K	0.1%Prev: 0.1%	2,345 SH	Increased+79 SH
PEPSICO INC COM	Stock	$329K	0.1%Prev: 0.1%	2,290 SH	Decreased-99 SH
PHILIP MORRIS INTL INC COM	Stock	$246K	0.1%Prev: 0.1%	1,532 SH	Decreased-72 SH
PROCTER & GAMBLE CO COM	Stock	$279K	0.1%	1,944 SH	New
QQQ - INVESCO QQQ TRUST SERIES I	ETF	$19.3M	5.7%Prev: 6.5%	31,445 SH	Decreased-1,391 SH
QUALCOMM INC COM	Stock	$264K	0.1%Prev: 0.1%	1,544 SH	Increased-34 SH
RTX CORPORATION COM	Stock	$321K	0.1%Prev: 0.1%	1,748 SH	Increased+26 SH
SALESFORCE INC COM	Stock	$564K	0.2%Prev: 0.2%	2,130 SH	Increased+23 SH
SCHWAB CHARLES CORP COM	Stock	$201K	0.1%	2,016 SH	New
STATE STR SPDR S&P 500 ETF TR TR UNIT	ETF	$2.4M	0.7%	3,498 SH	New
TESLA INC COM	Stock	$1.7M	0.5%Prev: 0.5%	3,669 SH	Increased+22 SH
THERMO FISHER SCIENTIFIC INC COM	Stock	$293K	0.1%Prev: 0.1%	506 SH	Increased-27 SH
TJX COS INC NEW COM	Stock	$206K	0.1%Prev: 0.1%	1,344 SH	Increased-64 SH
TLT - ISHARES 20 YEAR TREASURY BOND ETF	ETF	$3.0M	0.9%Prev: 1.0%	34,010 SH	Decreased-200 SH
TYLER TECHNOLOGIES INC COM	Stock	$813K	0.2%Prev: 0.3%	1,791 SH	Decreased+12 SH
UNITEDHEALTH GROUP INC COM	Stock	$354K	0.1%Prev: 0.1%	1,072 SH	Decreased+4 SH
VANGUARD FTSE DEVELOPED MARKETS ETF	ETF	$15.0M	4.4%Prev: 0.6%	240,303 SH	Increased+211,523 SH
VANGUARD INFORMATION TECHNOLOGY ETF	ETF	$238K	0.1%Prev: 0.1%	315 SH	Increased-1 SH
VANGUARD LARGE-CAP ETF	ETF	$286K	0.1%Prev: 0.1%	908 SH	Increased
VANGUARD MID-CAP ETF	ETF	$10.6M	3.1%Prev: 3.6%	36,412 SH	Decreased-442 SH
VANGUARD S&P 500 ETF	ETF	$3.5M	1.0%Prev: 1.1%	5,529 SH	Increased-1 SH
VANGUARD SHORT-TERM CORPORATE BOND ETF	ETF	$2.6M	0.8%Prev: 0.8%	33,078 SH	Increased+1,516 SH
VANGUARD TAX-EXEMPT BOND ETF	ETF	$524K	0.2%	10,425 SH	New
VANGUARD TOTAL BOND MARKET ETF	ETF	$4.6M	1.3%Prev: 1.4%	61,706 SH	Increased+2,387 SH
VANGUARD TOTAL STOCK MARKET ETF	ETF	$262K	0.1%Prev: 0.1%	780 SH	Increased
VANGUARD TOTAL WORLD STOCK ETF	ETF	$14.9M	4.3%Prev: 4.6%	105,322 SH	Increased+4,745 SH
VISA INC COM CL A	Stock	$638K	0.2%Prev: 0.2%	1,819 SH	Increased-42 SH
WALMART INC COM	Stock	$618K	0.2%Prev: 0.2%	5,545 SH	Increased-68 SH
WELLS FARGO & CO COM	Stock	$330K	0.1%	3,536 SH	New
ZILLOW GROUP INC CL C CAP STK	Stock	$308K	0.1%Prev: 0.1%	4,514 SH	Decreased
ZROZ - PIMCO 25 YEAR ZERO COUPON US TREASURY INDEX ETF	ETF	$4.9M	1.4%Prev: 1.6%	76,420 SH	Increased+5,496 SH

Sold (vs prior filing)

AT&T INC COM — $220K
COSTCO WHSL CORP NEW COM — $568K
LINDE PLC SHS — $254K
NETFLIX INC COM — $663K
PROCTER AND GAMBLE CO COM — $286K
SERVICENOW INC COM — $250K
SPDR S&P 500 ETF TRUST — $2.3M
STRYKER CORPORATION COM — $226K
UBER TECHNOLOGIES INC COM — $250K
UNION PAC CORP COM — $204K
WELLS FARGO CO NEW COM — $296K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Mar 20, 2026	Q4 2025	13F-HR	0001986152-26-000048	$341.9M	View
Nov 13, 2025	Q3 2025	13F-HR	0001986152-25-000109	$304.4M	View
Aug 10, 2026	Q2 2026