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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 3 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LIN LINDE PLC Basic Materials 2,845.0 $1.5M 0.44% NEW $519.02 -5.7%
42 BAC BANK OF AMER CORP Financial Services 24,926.0 $1.4M 0.42% NEW $56.98 +8.7%
43 AOK ISHARES TR 31,827.0 $1.3M 0.39% NEW $41.48 -0.5%
44 CVX CHEVRON CORPORATION Energy 7,780.0 $1.3M 0.38% NEW $165.77 +24.4%
45 V VISA INC Financial Services 3,309.0 $1.1M 0.34% NEW $343.04 +10.6%
46 UBER UBER TECHNOLOGIES INC Technology 15,657.0 $1.1M 0.34% NEW $72.16 +4.8%
47 SHV ISHARES TR 9,972.0 $1.1M 0.33% NEW $110.35 +0.0%
48 JEPQ J P MORGAN EXCHANGE TRADED F 17,196.0 $1.1M 0.31% NEW $61.46 -2.0%
49 BOND PIMCO ETF TR 11,450.0 $1.1M 0.31% NEW $92.21 -1.9%
50 AAL AMERICAN AIRLINES GROUP INC Industrials 56,997.0 $1.0M 0.31% NEW $18.07 -25.7%
51 MPC MARATHON PETE CORP Energy 3,991.0 $1.0M 0.30% NEW $255.67 +46.0%
52 PNC PNC FINL SVCS GROUP INC Financial Services 4,057.0 $999K 0.30% NEW $246.24 -2.7%
53 KEY KEYCORP Financial Services 42,555.0 $981K 0.29% NEW $23.05 -6.2%
54 IWO ISHARES TR 2,416.0 $952K 0.28% NEW $393.96 -4.3%
55 EFA ISHARES TR 9,061.0 $941K 0.28% NEW $103.88 +3.4%
56 SCHB SCHWAB STRATEGIC TR 32,405.0 $938K 0.28% NEW $28.96 +2.2%
57 VOO VANGUARD INDEX FDS 1,363.0 $936K 0.28% NEW $686.81 +2.7%
58 NOW SERVICENOW INC Technology 9,352.0 $928K 0.28% NEW $99.28 +49.1%
59 TSLA TESLA INC Consumer Cyclical 2,182.0 $918K 0.27% NEW $420.60 -12.5%
60 DBEU DBX ETF TR 16,924.0 $913K 0.27% NEW $53.96 +1.3%
Page 3 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%