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Portfolio (Quarterly) Guide ↗

Consilium Wealth Advisory, LLC

· CIK 0001904906
13F Portfolio $337M AUM 101 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 101 New
Page 1 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DFAI DIMENSIONAL ETF TRUST 894,894.0 $36.9M 10.96% NEW $41.25 +4.4%
2 AOR ISHARES TR 458,638.0 $31.9M 9.46% NEW $69.50 +0.3%
3 TT TRANE TECHNOLOGIES PLC Industrials 44,437.0 $21.8M 6.48% NEW $491.16 -9.5%
4 AAPL APPLE INC Technology 73,720.0 $21.3M 6.33% NEW $289.36 +9.5%
5 NVDA NVIDIA CORPORATION Technology 70,213.0 $14.0M 4.17% NEW $200.09 +10.3%
6 WFC WELLS FARGO & CO Financial Services 153,470.0 $12.7M 3.76% NEW $82.64 +4.5%
7 VTI VANGUARD INDEX FDS 29,581.0 $10.9M 3.25% NEW $370.04 +2.2%
8 SCHX SCHWAB STRATEGIC TR 353,163.0 $10.4M 3.08% NEW $29.43 +2.7%
9 GOOGL ALPHABET INC Communication Services 27,607.0 $9.9M 2.93% NEW $357.37 -5.0%
10 IEUR ISHARES TR 118,876.0 $8.9M 2.65% NEW $75.17 +3.1%
11 MU MICRON TECHNOLOGY INC Technology 6,977.0 $8.1M 2.39% NEW $1154.29 -16.9%
12 BIV VANGUARD BD INDEX FDS 104,958.0 $8.1M 2.39% NEW $76.70 -1.7%
13 AOA ISHARES TR 81,761.0 $8.0M 2.37% NEW $97.60 +1.3%
14 MSFT MICROSOFT CORP Technology 18,196.0 $6.8M 2.01% NEW $373.02 +36.0%
15 AMZN AMAZON COM INC Consumer Cyclical 27,238.0 $6.5M 1.93% NEW $238.34 +9.0%
16 IFRA ISHARES TR 93,051.0 $5.9M 1.74% NEW $63.04 -6.8%
17 BSV VANGUARD BD INDEX FDS 68,912.0 $5.4M 1.59% NEW $77.91 -0.5%
18 AVGO BROADCOM INC Technology 12,713.0 $4.8M 1.43% NEW $377.74 -2.0%
19 LLY ELI LILLY & CO Healthcare 3,713.0 $4.5M 1.32% NEW $1199.51 -3.5%
20 AMAT APPLIED MATLS INC Technology 6,119.0 $4.4M 1.31% NEW $722.94 -36.6%
Page 1 of 6  ·  101 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.9%
Industrials 17.8%
Financial Services 16.6%
Communication Services 7.3%
Healthcare 5.8%
Consumer Cyclical 4.8%
Consumer Defensive 3.0%
Energy 2.0%
Utilities 2.0%
Basic Materials 0.8%