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Portfolio (Quarterly) Guide ↗

CONSILIO WEALTH ADVISORS, LLC

· CIK 0001908944
13F Portfolio $417M AUM 110 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 18 New 49 Added 24 Reduced 9 Exited
Page 3 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PM PHILIP MORRIS INTL INC COM Consumer Defensive 1,632.0 $295K 0.07% +24.0 +1.5% $180.91 +7.3%
42 VGT VANGUARD INFORMATION TECHNOLOGY ETF 2,421.0 $289K 0.07% +2K +696.4% $119.50 -1.3%
43 WFC WELLS FARGO & CO COM Financial Services 3,448.0 $285K 0.07% +57.0 +1.7% $82.64 +3.1%
44 AMGN AMGEN INC COM Healthcare 787.0 $285K 0.07% +11.0 +1.4% $361.92 +21.7%
45 HDV ISHARES CORE HIGH DIVIDEND ETF 10,055.0 $276K 0.07% +8K +400.0% $27.41 +8.5%
46 COF CAPITAL ONE FINL CORP COM Financial Services 1,341.0 $269K 0.06% +21.0 +1.6% $200.60 +8.3%
47 C CITIGROUP INC COM NEW Financial Services 1,917.0 $268K 0.06% +21.0 +1.1% $139.96 -4.6%
48 AXP AMERICAN EXPRESS CO COM Financial Services 749.0 $253K 0.06% +8.0 +1.1% $338.25 -0.6%
49 UNP UNION PAC CORP COM Industrials 867.0 $236K 0.06% +8.0 +0.9% $272.02 +14.2%
Page 3 of 3  ·  49 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 42.1%
Consumer Cyclical 29.6%
Financial Services 13.8%
Communication Services 6.7%
Healthcare 3.3%
Consumer Defensive 2.0%
Industrials 1.7%
Utilities 0.5%
Energy 0.2%
Basic Materials 0.2%