Consilium Wealth Advisory, LLC: 13F holdings
CIK 19049062026Q2
| Positions | 101 |
|---|---|
| Reported value | $336.9m |
| Filed | 2026-08-11 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DFAI DIMENSIONAL ETF TRUST | 894,894 | $36.9m | 11.0% |
| AOR ISHARES TR | 458,638 | $31.9m | 9.5% |
| TRANE TECHNOLOGIES PLC | 44,437 | $21.8m | 6.5% |
| AAPL APPLE INC | 73,720 | $21.3m | 6.3% |
| NVDA NVIDIA CORPORATION | 70,213 | $14.0m | 4.2% |
| WFC WELLS FARGO & CO | 153,470 | $12.7m | 3.8% |
| VTI VANGUARD INDEX FDS | 29,581 | $10.9m | 3.2% |
| SCHX SCHWAB STRATEGIC TR | 353,163 | $10.4m | 3.1% |
| GOOGL ALPHABET INC | 27,607 | $9.9m | 2.9% |
| IEUR ISHARES TR | 118,876 | $8.9m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1904906")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.