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Portfolio (Quarterly) Guide ↗

CONSILIO WEALTH ADVISORS, LLC

· CIK 0001908944
13F Portfolio $342M AUM 101 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New 41 Added 32 Reduced 11 Exited
Page 2 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BAC BANK OF AMER CORP COM Financial Services 8,935.0 $436K 0.13% -457.0 -4.9% $48.75 +18.1%
22 NTAP NETAPP INC COM Technology 4,170.0 $427K 0.12% -2K -30.1% $102.39 +51.8%
23 AMD ADVANCED MICRO DEVICES INC COM Technology 1,982.0 $403K 0.12% -26.0 -1.3% $203.43 +150.5%
24 PEP PEPSICO INC COM Consumer Defensive 2,262.0 $351K 0.10% -28.0 -1.2% $155.28 -8.5%
25 KO COCA COLA CO COM Consumer Defensive 4,463.0 $339K 0.10% -53.0 -1.2% $76.05 +6.1%
26 HD HOME DEPOT INC COM Consumer Cyclical 991.0 $326K 0.10% -43.0 -4.2% $329.03 +3.1%
27 CSCO CISCO SYS INC COM Technology 4,163.0 $323K 0.09% -390.0 -8.6% $77.60 +54.5%
28 KLAC KLA CORP COM NEW Technology 196.0 $289K 0.08% -2.0 -1.0% $1472.79 -84.0%
29 WFC WELLS FARGO & CO COM Financial Services 3,391.0 $270K 0.08% -145.0 -4.1% $79.61 +5.5%
30 UNH UNITEDHEALTH GROUP INC COM Healthcare 945.0 $256K 0.07% -127.0 -11.8% $270.47 +49.4%
31 AXP AMERICAN EXPRESS CO COM Financial Services 741.0 $224K 0.07% -18.0 -2.4% $302.48 +13.0%
32 VGT VANGUARD INFORMATION TECHNOLOGY ETF 304.0 $212K 0.06% -11.0 -3.5% $698.83 -83.6%
Page 2 of 2  ·  32 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 41.5%
Consumer Cyclical 26.0%
Financial Services 13.9%
Communication Services 8.6%
Healthcare 3.6%
Consumer Defensive 2.5%
Energy 1.8%
Industrials 1.3%
Utilities 0.5%
Basic Materials 0.3%