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: $280.4M85 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$307K	0.1%	2,286 SH	New
ABBVIE INC	COM	$474K	0.2%	2,599 SH	New
ADVANCED MICRO DEVICES INC	COM	$262K	0.1%	1,823 SH	New
ALPHABET INC	CAP STK CL A	$1.8M	0.6%	9,911 SH	New
ALPHABET INC	CAP STK CL C	$575K	0.2%	3,224 SH	New
AMAZON COM INC	COM	$21.9M	7.8%	97,904 SH	New
AMERICAN EXPRESS CO	COM	$235K	0.1%	740 SH	New
AMGEN INC	COM	$222K	0.1%	801 SH	New
APPLE INC	COM	$3.5M	1.2%	17,256 SH	New
APPLIED MATLS INC	COM	$239K	0.1%	1,302 SH	New
AT&T INC	COM	$219K	0.1%	7,797 SH	New
BANK AMERICA CORP	COM	$409K	0.1%	8,670 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.2M	0.4%	2,426 SH	New
BLACKROCK INC	COM	$211K	0.1%	201 SH	New
BOOKING HOLDINGS INC	COM	$268K	0.1%	47 SH	New
BOSTON SCIENTIFIC CORP	COM	$214K	0.1%	2,011 SH	New
BROADCOM INC	COM	$1.4M	0.5%	5,216 SH	New
CADENCE DESIGN SYSTEM INC	COM	$267K	0.1%	876 SH	New
CAPITAL ONE FINL CORP	COM	$258K	0.1%	1,222 SH	New
CISCO SYS INC	COM	$248K	0.1%	3,615 SH	New
COCA COLA CO	COM	$317K	0.1%	4,502 SH	New
COSTCO WHSL CORP NEW	COM	$606K	0.2%	615 SH	New
DISNEY WALT CO	COM	$228K	0.1%	1,861 SH	New
ELI LILLY & CO	COM	$684K	0.2%	882 SH	New
EXPEDIA GROUP INC	COM NEW	$305K	0.1%	1,786 SH	New
EXXON MOBIL CORP	COM	$767K	0.3%	7,009 SH	New
GE AEROSPACE	COM NEW	$342K	0.1%	1,345 SH	New
HARTFORD FDS EXCHANGE TRADED	MUN OPORTUNITE	$4.4M	1.6%	115,349 SH	New
HOME DEPOT INC	COM	$410K	0.1%	1,111 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$336K	0.1%	1,161 SH	New
INTUIT	COM	$240K	0.1%	309 SH	New
INTUITIVE SURGICAL INC	COM NEW	$240K	0.1%	450 SH	New
INVESCO QQQ TR	UNIT SER 1	$18.1M	6.4%	32,955 SH	New
ISHARES TR	20 YR TR BD ETF	$2.9M	1.1%	33,713 SH	New
ISHARES TR	CORE DIV GRWTH	$22.9M	8.2%	360,344 SH	New
ISHARES TR	CORE HIGH DV ETF	$235K	0.1%	2,011 SH	New
ISHARES TR	CORE MSCI EAFE	$7.6M	2.7%	91,226 SH	New
ISHARES TR	CORE S&P MCP ETF	$13.5M	4.8%	218,366 SH	New
ISHARES TR	CORE S&P US GWT	$829K	0.3%	5,542 SH	New
ISHARES TR	CORE S&P500 ETF	$64.4M	23.0%	104,257 SH	New
ISHARES TR	EAFE GRWTH ETF	$4.6M	1.7%	41,426 SH	New
ISHARES TR	ESG OPTIMIZED	$274K	0.1%	2,178 SH	New
ISHARES TR	MSCI ACWI EX US	$1.3M	0.5%	21,564 SH	New
ISHARES TR	NATIONAL MUN ETF	$1.3M	0.5%	12,219 SH	New
ISHARES TR	RUS 1000 ETF	$4.8M	1.7%	14,358 SH	New
ISHARES TR	RUSSELL 2000 ETF	$1.9M	0.7%	8,977 SH	New
ISHARES TR	S&P 500 GRWT ETF	$1.0M	0.4%	9,316 SH	New
JOHNSON & JOHNSON	COM	$349K	0.1%	2,290 SH	New
JPMORGAN CHASE & CO.	COM	$1.1M	0.4%	3,941 SH	New
LINDE PLC	SHS	$243K	0.1%	523 SH	New
MASTERCARD INCORPORATED	CL A	$534K	0.2%	970 SH	New
META PLATFORMS INC	CL A	$4.7M	1.7%	6,441 SH	New
MICROSOFT CORP	COM	$29.1M	10.4%	58,687 SH	New
MORGAN STANLEY	COM NEW	$270K	0.1%	1,922 SH	New
NETAPP INC	COM	$909K	0.3%	8,595 SH	New
NETFLIX INC	COM	$716K	0.3%	541 SH	New
NVIDIA CORPORATION	COM	$4.7M	1.7%	30,104 SH	New
ORACLE CORP	COM	$690K	0.2%	3,282 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$282K	0.1%	2,156 SH	New
PEPSICO INC	COM	$246K	0.1%	1,875 SH	New
PHILIP MORRIS INTL INC	COM	$297K	0.1%	1,640 SH	New
PIMCO ETF TR	25YR+ ZERO U S	$4.7M	1.7%	70,553 SH	New
PROCTER AND GAMBLE CO	COM	$342K	0.1%	2,140 SH	New
QUALCOMM INC	COM	$244K	0.1%	1,541 SH	New
RTX CORPORATION	COM	$233K	0.1%	1,612 SH	New
SALESFORCE INC	COM	$569K	0.2%	2,082 SH	New
SERVICENOW INC	COM	$244K	0.1%	239 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$2.3M	0.8%	3,670 SH	New
STRYKER CORPORATION	COM	$241K	0.1%	612 SH	New
TESLA INC	COM	$1.1M	0.4%	3,438 SH	New
TYLER TECHNOLOGIES INC	COM	$1.0M	0.4%	1,779 SH	New
UBER TECHNOLOGIES INC	COM	$223K	0.1%	2,440 SH	New
UNITEDHEALTH GROUP INC	COM	$277K	0.1%	896 SH	New
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$4.3M	1.5%	58,987 SH	New
VANGUARD INDEX FDS	LARGE CAP ETF	$258K	0.1%	908 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$10.4M	3.7%	37,089 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.6M	1.3%	6,304 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$236K	0.1%	779 SH	New
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$12.7M	4.5%	99,048 SH	New
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$2.5M	0.9%	31,411 SH	New
VANGUARD WORLD FD	INF TECH ETF	$217K	0.1%	330 SH	New
VISA INC	COM CL A	$658K	0.2%	1,888 SH	New
WALMART INC	COM	$527K	0.2%	5,419 SH	New
WELLS FARGO CO NEW	COM	$274K	0.1%	3,441 SH	New
ZILLOW GROUP INC	CL C CAP STK	$315K	0.1%	4,514 SH	New

Sold (vs prior filing)

ABBVIE INC COM — $567K
ADVANCED MICRO DEVICES INC COM — $403K
ALPHABET INC CAP STK CL A — $3.0M
ALPHABET INC CAP STK CL C — $1.3M
AMAZON COM INC COM — $23.7M
AMERICAN EXPRESS CO COM — $224K
AMGEN INC COM — $273K
APPLE INC COM — $4.7M
APPLIED MATLS INC COM — $407K
ARISTA NETWORKS INC COM SHS — $257K
AT&T INC COM — $225K
BANK OF AMER CORP COM — $436K
BERKSHIRE HATHAWAY INC DEL CL B NEW — $1.3M
BLACKROCK INC COM — $202K
BROADCOM INC COM — $1.6M
CADENCE DESIGN SYSTEM INC COM — $265K
CAPITAL ONE FINL CORP COM — $241K
CATERPILLAR INC COM — $402K
CGDV - CAPITAL GROUP DIVIDEND VALUE ETF — $10.1M
CHEVRON CORPORATION COM — $320K
… and 79 more

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