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: $417.3M106 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES COM	Stock	$236K	0.1%	2,604 SH	New
ABBVIE INC COM	Stock	$656K	0.2%	2,608 SH	New
ADVANCED MICRO DEVICES INC COM	Stock	$1.2M	0.3%	2,031 SH	New
ALPHABET INC CAP STK CL A	Stock	$3.8M	0.9%	10,717 SH	New
ALPHABET INC CAP STK CL C	Stock	$2.6M	0.6%	7,343 SH	New
AMAZON COM INC COM	Stock	$33.5M	8.0%	140,441 SH	New
AMERICAN EXPRESS CO COM	Stock	$253K	0.1%	749 SH	New
AMGEN INC COM	Stock	$285K	0.1%	787 SH	New
AMPHENOL CORP CL A	Stock	$255K	0.1%	1,449 SH	New
APPLE INC COM	Stock	$5.4M	1.3%	18,695 SH	New
APPLIED MATLS INC COM	Stock	$867K	0.2%	1,199 SH	New
ARISTA NETWORKS INC COM SHS	Stock	$368K	0.1%	2,166 SH	New
AUTOMATIC DATA PROCESSING INC COM	Stock	$218K	0.1%	972 SH	New
BANK OF AMER CORP COM	Stock	$513K	0.1%	9,000 SH	New
BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$1.2M	0.3%	2,483 SH	New
BOOKING HOLDINGS INC COM	Stock	$217K	0.1%	1,216 SH	New
BROADCOM INC COM	Stock	$2.0M	0.5%	5,377 SH	New
CADENCE DESIGN SYSTEM INC COM	Stock	$370K	0.1%	985 SH	New
CAPITAL ONE FINL CORP COM	Stock	$269K	0.1%	1,341 SH	New
CATERPILLAR INC COM	Stock	$613K	0.1%	576 SH	New
CGDV - CAPITAL GROUP DIVIDEND VALUE ETF	ETF	$11.8M	2.8%	239,256 SH	New
CHEVRON CORPORATION COM	Stock	$256K	0.1%	1,547 SH	New
CISCO SYS INC COM	Stock	$490K	0.1%	4,168 SH	New
CITIGROUP INC COM NEW	Stock	$268K	0.1%	1,917 SH	New
COCA COLA CO COM	Stock	$365K	0.1%	4,496 SH	New
COSTCO WHOLESALE CORPORATION COM	Stock	$525K	0.1%	561 SH	New
CROWDSTRIKE HLDGS INC CL A	Stock	$241K	0.1%	316 SH	New
DELL TECHNOLOGIES INC CL C	Stock	$264K	0.1%	613 SH	New
EATON CORP PLC SHS	Stock	$226K	0.1%	530 SH	New
EFG - ISHARES MSCI EAFE GROWTH ETF	ETF	$5.2M	1.2%	41,480 SH	New
ELI LILLY & CO COM	Stock	$1.1M	0.3%	928 SH	New
EXPEDIA GROUP INC COM NEW	Stock	$459K	0.1%	1,793 SH	New
EXXONMOBIL HOLDINGS CORP COM SHS	Stock	$1.2M	0.3%	8,486 SH	New
GE AEROSPACE COM NEW	Stock	$492K	0.1%	1,317 SH	New
GE VERNOVA INC COM	Stock	$364K	0.1%	309 SH	New
HMOP - HARTFORD MUNICIPAL OPPORTUNITIES ETF	ETF	$4.7M	1.1%	120,221 SH	New
HOME DEPOT INC COM	Stock	$286K	0.1%	811 SH	New
IGIB - ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF	ETF	$4.0M	1.0%	75,788 SH	New
INTEL CORP COM	Stock	$696K	0.2%	4,985 SH	New
INTERNATIONAL BUSINESS MACHS COM	Stock	$320K	0.1%	1,139 SH	New
INVESCO NASDAQ 100 ETF	ETF	$42.1M	10.1%	138,941 SH	New
ISHARES 7-10 YEAR TREASURY BOND ETF	ETF	$6.0M	1.4%	62,946 SH	New
ISHARES CORE DIVIDEND GROWTH ETF	ETF	$10.0M	2.4%	131,651 SH	New
ISHARES CORE HIGH DIVIDEND ETF	ETF	$276K	0.1%	10,055 SH	New
ISHARES CORE MSCI EAFE ETF	ETF	$8.5M	2.0%	87,549 SH	New
ISHARES CORE S&P 500 ETF	ETF	$75.4M	18.1%	100,647 SH	New
ISHARES CORE S&P MID-CAP ETF	ETF	$6.4M	1.5%	83,429 SH	New
ISHARES CORE S&P U.S. GROWTH ETF	ETF	$1.0M	0.2%	5,327 SH	New
ISHARES ESG OPTIMIZED MSCI USA ETF	ETF	$423K	0.1%	2,741 SH	New
ISHARES MSCI ACWI EX U.S. ETF	ETF	$1.7M	0.4%	22,149 SH	New
ISHARES NATIONAL MUNI BOND ETF	ETF	$1.3M	0.3%	12,119 SH	New
ISHARES RUSSELL 1000 ETF	ETF	$5.7M	1.4%	13,965 SH	New
ISHARES S&P 500 GROWTH ETF	ETF	$1.5M	0.4%	10,951 SH	New
IVE - ISHARES S&P 500 VALUE ETF	ETF	$249K	0.1%	1,098 SH	New
IWM- ISHARES RUSSELL 2000 ETF	ETF	$2.7M	0.6%	8,962 SH	New
JOHNSON & JOHNSON COM	Stock	$695K	0.2%	2,737 SH	New
JPMORGAN CHASE & CO COM	Stock	$1.3M	0.3%	3,994 SH	New
KLA CORP COM NEW	Stock	$601K	0.1%	1,992 SH	New
LAM RESEARCH CORP COM NEW	Stock	$750K	0.2%	1,730 SH	New
LINDE PLC SHS	Stock	$257K	0.1%	495 SH	New
LQD - ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF	ETF	$11.0M	2.6%	101,239 SH	New
MASTERCARD INCORPORATED CL A	Stock	$450K	0.1%	876 SH	New
MERCK & CO INC COM	Stock	$368K	0.1%	2,867 SH	New
META PLATFORMS INC CL A	Stock	$3.6M	0.9%	6,427 SH	New
MICRON TECHNOLOGY INC COM	Stock	$1.9M	0.5%	1,639 SH	New
MICROSOFT CORP COM	Stock	$25.8M	6.2%	69,203 SH	New
MONOLITHIC PWR SYS INC COM	Stock	$207K	0.0%	150 SH	New
MORGAN STANLEY COM NEW	Stock	$419K	0.1%	2,005 SH	New
NETAPP INC COM	Stock	$580K	0.1%	3,748 SH	New
NETFLIX INC. COM	Stock	$399K	0.1%	5,584 SH	New
NEXTERA ENERGY INC COM	Stock	$223K	0.1%	2,546 SH	New
NVIDIA CORPORATION COM	Stock	$6.3M	1.5%	31,249 SH	New
ORACLE CORP COM	Stock	$495K	0.1%	3,378 SH	New
PALANTIR TECHNOLOGIES INC CL A	Stock	$328K	0.1%	2,814 SH	New
PALO ALTO NETWORKS INC COM	Stock	$306K	0.1%	898 SH	New
PEPSICO INC COM	Stock	$285K	0.1%	2,104 SH	New
PHILIP MORRIS INTL INC COM	Stock	$295K	0.1%	1,632 SH	New
PROCTER & GAMBLE CO COM	Stock	$286K	0.1%	1,949 SH	New
PROSHARES ULTRAPRO QQQ	ETF	$575K	0.1%	7,101 SH	New
QQQ - INVESCO QQQ TRUST SERIES I	ETF	$10.0M	2.4%	13,524 SH	New
QUALCOMM INC COM	Stock	$218K	0.1%	1,180 SH	New
RTX CORPORATION COM	Stock	$337K	0.1%	1,775 SH	New
SALESFORCE INC COM	Stock	$323K	0.1%	2,063 SH	New
SANDISK CORP COM	Stock	$312K	0.1%	137 SH	New
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS	Stock	$358K	0.1%	371 SH	New
STATE STREET SPDR S&P 500 ETF	ETF	$2.5M	0.6%	3,305 SH	New
STIP - ISHARES 0-5 YEAR TIPS BOND ETF	ETF	$7.6M	1.8%	74,752 SH	New
T-MOBILE US INC COM	Stock	$369K	0.1%	2,201 SH	New
TESLA INC COM	Stock	$1.6M	0.4%	3,823 SH	New
THERMO FISHER SCIENTIFIC INC COM	Stock	$226K	0.1%	450 SH	New
TJX COS INC NEW COM	Stock	$210K	0.1%	1,383 SH	New
UNION PAC CORP COM	Stock	$236K	0.1%	867 SH	New
UNITEDHEALTH GROUP INC COM	Stock	$442K	0.1%	1,065 SH	New
VANGUARD FTSE DEVELOPED MARKETS ETF	ETF	$35.6M	8.5%	498,983 SH	New
VANGUARD INFORMATION TECHNOLOGY ETF	ETF	$289K	0.1%	2,421 SH	New
VANGUARD MORNINGSTAR LARGE-CAP ET	ETF	$312K	0.1%	908 SH	New
VANGUARD MORNINGSTAR MID-CAP ETF	ETF	$10.8M	2.6%	133,434 SH	New
VANGUARD S&P 500 ETF	ETF	$3.8M	0.9%	5,562 SH	New
VANGUARD SHORT-TERM CORPORATE BOND ETF	ETF	$2.6M	0.6%	32,991 SH	New
VANGUARD TAX-EXEMPT BOND ETF	ETF	$5.6M	1.3%	110,476 SH	New
VANGUARD TOTAL BOND MARKET ETF	ETF	$4.2M	1.0%	57,369 SH	New
VANGUARD TOTAL WORLD STOCK ETF	ETF	$18.6M	4.5%	118,589 SH	New
VISA INC COM CL A	Stock	$675K	0.2%	1,966 SH	New
WALMART INC COM	Stock	$630K	0.2%	5,566 SH	New
WELLS FARGO & CO COM	Stock	$285K	0.1%	3,448 SH	New
WESTERN DIGITAL CORP COM	Stock	$623K	0.1%	976 SH	New

Sold (vs prior filing)

ABBOTT LABS — $307K
ABBVIE INC — $474K
ADVANCED MICRO DEVICES INC — $262K
ALPHABET INC — $1.8M
ALPHABET INC — $575K
AMAZON COM INC — $21.9M
AMERICAN EXPRESS CO — $235K
AMGEN INC — $222K
APPLE INC — $3.5M
APPLIED MATLS INC — $239K
AT&T INC — $219K
BANK AMERICA CORP — $409K
BERKSHIRE HATHAWAY INC DEL — $1.2M
BLACKROCK INC — $211K
BOOKING HOLDINGS INC — $268K
BOSTON SCIENTIFIC CORP — $214K
BROADCOM INC — $1.4M
CADENCE DESIGN SYSTEM INC — $267K
CAPITAL ONE FINL CORP — $258K
CISCO SYS INC — $248K
… and 65 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