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: $342.4M99 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC COM	Stock	$567K	0.2%	2,607 SH	New
ADVANCED MICRO DEVICES INC COM	Stock	$403K	0.1%	1,982 SH	New
ALPHABET INC CAP STK CL A	Stock	$3.0M	0.9%	10,492 SH	New
ALPHABET INC CAP STK CL C	Stock	$1.3M	0.4%	4,523 SH	New
AMAZON COM INC COM	Stock	$23.7M	6.9%	113,665 SH	New
AMERICAN EXPRESS CO COM	Stock	$224K	0.1%	741 SH	New
AMGEN INC COM	Stock	$273K	0.1%	776 SH	New
APPLE INC COM	Stock	$4.7M	1.4%	18,439 SH	New
APPLIED MATLS INC COM	Stock	$407K	0.1%	1,190 SH	New
ARISTA NETWORKS INC COM SHS	Stock	$257K	0.1%	2,090 SH	New
AT&T INC COM	Stock	$225K	0.1%	7,748 SH	New
BANK OF AMER CORP COM	Stock	$436K	0.1%	8,935 SH	New
BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$1.3M	0.4%	2,623 SH	New
BLACKROCK INC COM	Stock	$202K	0.1%	210 SH	New
BROADCOM INC COM	Stock	$1.6M	0.5%	5,298 SH	New
CADENCE DESIGN SYSTEM INC COM	Stock	$265K	0.1%	953 SH	New
CAPITAL ONE FINL CORP COM	Stock	$241K	0.1%	1,320 SH	New
CATERPILLAR INC COM	Stock	$402K	0.1%	567 SH	New
CGDV - CAPITAL GROUP DIVIDEND VALUE ETF	ETF	$10.1M	3.0%	237,981 SH	New
CHEVRON CORPORATION COM	Stock	$320K	0.1%	1,545 SH	New
CISCO SYS INC COM	Stock	$323K	0.1%	4,163 SH	New
CITIGROUP INC COM NEW	Stock	$215K	0.1%	1,896 SH	New
COCA COLA CO COM	Stock	$339K	0.1%	4,463 SH	New
COSTCO WHOLESALE CORPORATION COM	Stock	$589K	0.2%	591 SH	New
DIMENSIONAL US HIGH PROFITABILITY ETF	ETF	$202K	0.1%	5,509 SH	New
DIMENSIONAL US SUSTAINABILITY CORE 1 ETF	ETF	$975K	0.3%	23,720 SH	New
EFG - ISHARES MSCI EAFE GROWTH ETF	ETF	$4.5M	1.3%	40,319 SH	New
ELI LILLY & CO COM	Stock	$836K	0.2%	909 SH	New
EXPEDIA GROUP INC COM NEW	Stock	$414K	0.1%	1,794 SH	New
EXXON MOBIL CORP COM	Stock	$1.5M	0.4%	9,036 SH	New
GE AEROSPACE COM NEW	Stock	$381K	0.1%	1,342 SH	New
GE VERNOVA INC COM	Stock	$275K	0.1%	315 SH	New
GILEAD SCIENCES INC COM	Stock	$203K	0.1%	1,455 SH	New
HMOP - HARTFORD MUNICIPAL OPPORTUNITIES ETF	ETF	$4.6M	1.3%	117,563 SH	New
HOME DEPOT INC COM	Stock	$326K	0.1%	991 SH	New
IGIB - ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF	ETF	$4.0M	1.2%	75,469 SH	New
INTEL CORP COM	Stock	$206K	0.1%	4,666 SH	New
INTERNATIONAL BUSINESS MACHS COM	Stock	$289K	0.1%	1,194 SH	New
INVESCO NASDAQ 100 ETF	ETF	$17.5M	5.1%	73,736 SH	New
ISHARES 7-10 YEAR TREASURY BOND ETF	ETF	$5.9M	1.7%	62,088 SH	New
ISHARES CORE DIVIDEND GROWTH ETF	ETF	$9.4M	2.8%	134,379 SH	New
ISHARES CORE HIGH DIVIDEND ETF	ETF	$273K	0.1%	2,011 SH	New
ISHARES CORE MSCI EAFE ETF	ETF	$8.1M	2.4%	89,744 SH	New
ISHARES CORE S&P 500 ETF	ETF	$65.5M	19.1%	100,345 SH	New
ISHARES CORE S&P MID-CAP ETF	ETF	$5.8M	1.7%	86,240 SH	New
ISHARES CORE S&P U.S. GROWTH ETF	ETF	$826K	0.2%	5,326 SH	New
ISHARES ESG OPTIMIZED MSCI USA ETF	ETF	$361K	0.1%	2,732 SH	New
ISHARES MSCI ACWI EX U.S. ETF	ETF	$1.5M	0.4%	21,906 SH	New
ISHARES NATIONAL MUNI BOND ETF	ETF	$1.3M	0.4%	11,986 SH	New
ISHARES RUSSELL 1000 ETF	ETF	$5.0M	1.5%	13,965 SH	New
ISHARES S&P 500 GROWTH ETF	ETF	$1.1M	0.3%	9,291 SH	New
IWM- ISHARES RUSSELL 2000 ETF	ETF	$2.2M	0.6%	8,948 SH	New
JOHNSON & JOHNSON COM	Stock	$681K	0.2%	2,786 SH	New
JPMORGAN CHASE & CO COM	Stock	$1.2M	0.3%	3,939 SH	New
KLA CORP COM NEW	Stock	$289K	0.1%	196 SH	New
LAM RESEARCH CORP COM NEW	Stock	$376K	0.1%	1,759 SH	New
LINDE PLC SHS	Stock	$253K	0.1%	510 SH	New
LQD - ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF	ETF	$10.7M	3.1%	98,371 SH	New
MASTERCARD INCORPORATED CL A	Stock	$444K	0.1%	888 SH	New
MCDONALDS CORP COM	Stock	$212K	0.1%	683 SH	New
MERCK & CO INC COM	Stock	$346K	0.1%	2,878 SH	New
META PLATFORMS INC CL A	Stock	$3.7M	1.1%	6,400 SH	New
MICRON TECHNOLOGY INC COM	Stock	$542K	0.2%	1,603 SH	New
MICROSOFT CORP COM	Stock	$24.8M	7.2%	66,941 SH	New
MORGAN STANLEY COM NEW	Stock	$325K	0.1%	1,973 SH	New
NETAPP INC COM	Stock	$427K	0.1%	4,170 SH	New
NETFLIX INC. COM	Stock	$541K	0.2%	5,622 SH	New
NEXTERA ENERGY INC COM	Stock	$236K	0.1%	2,544 SH	New
NVIDIA CORPORATION COM	Stock	$5.4M	1.6%	30,723 SH	New
ORACLE CORP COM	Stock	$482K	0.1%	3,277 SH	New
PALANTIR TECHNOLOGIES INC CL A	Stock	$432K	0.1%	2,955 SH	New
PEPSICO INC COM	Stock	$351K	0.1%	2,262 SH	New
PFIZER INC COM	Stock	$214K	0.1%	7,614 SH	New
PHILIP MORRIS INTL INC COM	Stock	$266K	0.1%	1,608 SH	New
PROCTER & GAMBLE CO COM	Stock	$309K	0.1%	2,138 SH	New
QQQ - INVESCO QQQ TRUST SERIES I	ETF	$7.8M	2.3%	13,503 SH	New
RTX CORPORATION COM	Stock	$340K	0.1%	1,762 SH	New
SALESFORCE INC COM	Stock	$396K	0.1%	2,121 SH	New
STATE STREET SPDR S&P 500 ETF	ETF	$2.1M	0.6%	3,295 SH	New
STIP - ISHARES 0-5 YEAR TIPS BOND ETF	ETF	$11.6M	3.4%	111,829 SH	New
TESLA INC COM	Stock	$1.4M	0.4%	3,785 SH	New
THERMO FISHER SCIENTIFIC INC COM	Stock	$261K	0.1%	531 SH	New
TJX COS INC NEW COM	Stock	$223K	0.1%	1,396 SH	New
UNION PAC CORP COM	Stock	$208K	0.1%	859 SH	New
UNITEDHEALTH GROUP INC COM	Stock	$256K	0.1%	945 SH	New
VANGUARD FTSE DEVELOPED MARKETS ETF	ETF	$31.0M	9.1%	483,856 SH	New
VANGUARD INFORMATION TECHNOLOGY ETF	ETF	$212K	0.1%	304 SH	New
VANGUARD LARGE-CAP ETF	ETF	$271K	0.1%	908 SH	New
VANGUARD MID-CAP ETF	ETF	$10.0M	2.9%	34,854 SH	New
VANGUARD S&P 500 ETF	ETF	$3.3M	1.0%	5,499 SH	New
VANGUARD SHORT-TERM CORPORATE BOND ETF	ETF	$2.6M	0.8%	32,991 SH	New
VANGUARD TAX-EXEMPT BOND ETF	ETF	$747K	0.2%	14,964 SH	New
VANGUARD TOTAL BOND MARKET ETF	ETF	$4.2M	1.2%	57,031 SH	New
VANGUARD TOTAL STOCK MARKET ETF	ETF	$250K	0.1%	781 SH	New
VANGUARD TOTAL WORLD STOCK ETF	ETF	$16.0M	4.7%	116,001 SH	New
VISA INC COM CL A	Stock	$568K	0.2%	1,878 SH	New
WALMART INC COM	Stock	$701K	0.2%	5,640 SH	New
WELLS FARGO & CO COM	Stock	$270K	0.1%	3,391 SH	New
WESTERN DIGITAL CORP COM	Stock	$272K	0.1%	1,007 SH	New

Sold (vs prior filing)

ABBOTT LABS — $298K
ABBVIE INC — $569K
ALPHABET INC — $1.5M
ALPHABET INC — $594K
AMAZON COM INC — $18.5M
AMGEN INC — $228K
APPLE INC — $3.9M
AT&T INC — $214K
BANK AMERICA CORP — $367K
BERKSHIRE HATHAWAY INC DEL — $1.3M
BOOKING HOLDINGS INC — $217K
BOSTON SCIENTIFIC CORP — $201K
BROADCOM INC — $834K
CADENCE DESIGN SYSTEM INC — $210K
CHEVRON CORP NEW — $262K
CISCO SYS INC — $237K
COCA COLA CO — $307K
COSTCO WHSL CORP NEW — $556K
ELI LILLY & CO — $738K
EXPEDIA GROUP INC — $288K
… and 52 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