CONSILIO WEALTH ADVISORS, LLC: 13F holdings
CIK 19089442026Q2
| Positions | 106 |
|---|---|
| Reported value | $417.3m |
| Filed | 2026-08-10 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES CORE S&P 500 ETF | 100,647 | $75.4m | 18.1% |
| QQQM INVESCO NASDAQ 100 ETF | 138,941 | $42.1m | 10.1% |
| VEA VANGUARD FTSE DEVELOPED MARKETS ETF | 498,983 | $35.6m | 8.5% |
| AMZN AMAZON COM INC COM | 140,441 | $33.5m | 8.0% |
| MSFT MICROSOFT CORP COM | 69,103 | $25.8m | 6.2% |
| ACWI VANGUARD TOTAL WORLD STOCK ETF | 118,589 | $18.6m | 4.5% |
| CGDV CGDV - CAPITAL GROUP DIVIDEND VALUE ETF | 239,256 | $11.8m | 2.8% |
| LQD LQD - ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | 101,239 | $11.0m | 2.6% |
| VO VANGUARD MORNINGSTAR MID-CAP ETF | 133,434 | $10.8m | 2.6% |
| DGRO ISHARES CORE DIVIDEND GROWTH ETF | 131,651 | $10.0m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1908944")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.