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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EXXONMOBIL HOLDINGS CORP COM SHS 8,486.0 $1.2M 0.28% NEW $136.71
2 TQQQ PROSHARES ULTRAPRO QQQ 7,101.0 $575K 0.14% NEW $81.00 -13.7%
3 TMUS T-MOBILE US INC COM Communication Services 2,201.0 $369K 0.09% NEW $167.76 +8.1%
4 STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Technology 371.0 $358K 0.09% NEW $966.02 -13.1%
5 SNDK SANDISK CORP COM Technology 137.0 $312K 0.07% NEW $2273.73 -34.1%
6 PANW PALO ALTO NETWORKS INC COM Technology 898.0 $306K 0.07% NEW $341.02 -0.7%
7 DELL DELL TECHNOLOGIES INC CL C Technology 613.0 $264K 0.06% NEW $431.46 +8.0%
8 APH AMPHENOL CORP CL A Technology 1,449.0 $255K 0.06% NEW $176.32 -8.0%
9 IVE IVE - ISHARES S&P 500 VALUE ETF 1,098.0 $249K 0.06% NEW $227.06 +4.8%
10 CRWD CROWDSTRIKE HLDGS INC CL A Technology 316.0 $241K 0.06% NEW $190.78 -2.0%
11 ABT ABBOTT LABORATORIES COM Healthcare 2,604.0 $236K 0.06% NEW $90.76 +26.7%
12 ETN EATON CORP PLC SHS Industrials 530.0 $226K 0.05% NEW $426.51 -2.2%
13 QCOM QUALCOMM INC COM Technology 1,180.0 $218K 0.05% NEW $184.74 -12.4%
14 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 972.0 $218K 0.05% NEW $223.95 +25.9%
15 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 1,216.0 $217K 0.05% NEW $178.24 +17.9%
16 MPWR MONOLITHIC PWR SYS INC COM Technology 150.0 $207K 0.05% NEW $1382.91 -5.7%
17 MSFT CALL MICROSOFT CORP COM Technology 100.0 $37K 0.01% NEW $373.02 +32.5%
18 INTC CALL INTEL CORP COM Technology 100.0 $14K 0.00% NEW $139.63 -37.9%

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%