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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 5 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 531.0 $261K 0.08% +25.0 +4.9% $491.53 +0.1%
82 ANET ARISTA NETWORKS INC COM SHS Technology 2,090.0 $257K 0.07% +239.0 +12.9% $122.78 +31.7%
83 UNH UNITEDHEALTH GROUP INC COM Healthcare 945.0 $256K 0.07% -127.0 -11.8% $270.47 +50.0%
84 LIN LINDE PLC SHS Basic Materials 510.0 $253K 0.07% NEW $495.82 +4.0%
85 VTI VANGUARD TOTAL STOCK MARKET ETF 781.0 $250K 0.07% $320.72 +13.4%
86 COF CAPITAL ONE FINL CORP COM Financial Services 1,320.0 $241K 0.07% +85.0 +6.9% $182.40 +9.9%
87 NEE NEXTERA ENERGY INC COM Utilities 2,544.0 $236K 0.07% NEW $92.87 -5.6%
88 T AT&T INC COM Communication Services 7,748.0 $225K 0.07% NEW $28.99 -22.8%
89 AXP AMERICAN EXPRESS CO COM Financial Services 741.0 $224K 0.07% -18.0 -2.4% $302.48 +13.3%
90 TJX TJX COS INC NEW COM Consumer Cyclical 1,396.0 $223K 0.07% +52.0 +3.9% $159.70 +3.4%
91 C CITIGROUP INC COM NEW Financial Services 1,896.0 $215K 0.06% $113.41 +26.6%
92 PFE PFIZER INC COM Healthcare 7,614.0 $214K 0.06% NEW $28.08 -14.4%
93 VGT VANGUARD INFORMATION TECHNOLOGY ETF 304.0 $212K 0.06% -11.0 -3.5% $698.83 -83.5%
94 MCD MCDONALDS CORP COM Consumer Cyclical 683.0 $212K 0.06% NEW $310.79 -11.9%
95 UNP UNION PAC CORP COM Industrials 859.0 $208K 0.06% NEW $242.66 +7.1%
96 INTC INTEL CORP COM Technology 4,666.0 $206K 0.06% NEW $44.13 +198.3%
97 GILD GILEAD SCIENCES INC COM Healthcare 1,455.0 $203K 0.06% NEW $139.37 -10.2%
98 DUHP DIMENSIONAL US HIGH PROFITABILITY ETF 5,509.0 $202K 0.06% NEW $36.76 +11.0%
99 BLK BLACKROCK INC COM Financial Services 210.0 $202K 0.06% +5.0 +2.4% $961.86 +2.2%
100 META CALL META PLATFORMS INC CL A Communication Services 100.0 $57K 0.02% $572.13 -2.5%
Page 5 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 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%