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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 5 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VGT VANGUARD INFORMATION TECHNOLOGY ETF 2,421.0 $289K 0.07% +2K +696.4% $119.50 -1.3%
82 HD HOME DEPOT INC COM Consumer Cyclical 811.0 $286K 0.07% -180.0 -18.2% $352.86 -5.1%
83 PG PROCTER & GAMBLE CO COM Consumer Defensive 1,949.0 $286K 0.07% -189.0 -8.8% $146.63 -1.1%
84 WFC WELLS FARGO & CO COM Financial Services 3,448.0 $285K 0.07% +57.0 +1.7% $82.64 +3.1%
85 PEP PEPSICO INC COM Consumer Defensive 2,104.0 $285K 0.07% -158.0 -7.0% $135.40 +5.0%
86 AMGN AMGEN INC COM Healthcare 787.0 $285K 0.07% +11.0 +1.4% $361.92 +21.7%
87 HDV ISHARES CORE HIGH DIVIDEND ETF 10,055.0 $276K 0.07% +8K +400.0% $27.41 +8.5%
88 COF CAPITAL ONE FINL CORP COM Financial Services 1,341.0 $269K 0.06% +21.0 +1.6% $200.60 +8.3%
89 C CITIGROUP INC COM NEW Financial Services 1,917.0 $268K 0.06% +21.0 +1.1% $139.96 -4.6%
90 DELL DELL TECHNOLOGIES INC CL C Technology 613.0 $264K 0.06% NEW $431.46 +7.5%
91 LIN LINDE PLC SHS Basic Materials 495.0 $257K 0.06% -15.0 -2.9% $518.94 -5.5%
92 CVX CHEVRON CORPORATION COM Energy 1,547.0 $256K 0.06% $165.76 +20.8%
93 APH AMPHENOL CORP CL A Technology 1,449.0 $255K 0.06% NEW $176.32 -8.5%
94 AXP AMERICAN EXPRESS CO COM Financial Services 749.0 $253K 0.06% +8.0 +1.1% $338.25 -0.6%
95 IVE IVE - ISHARES S&P 500 VALUE ETF 1,098.0 $249K 0.06% NEW $227.06 +4.8%
96 CRWD CROWDSTRIKE HLDGS INC CL A Technology 316.0 $241K 0.06% NEW $190.78 -0.8%
97 ABT ABBOTT LABORATORIES COM Healthcare 2,604.0 $236K 0.06% NEW $90.76 +25.7%
98 UNP UNION PAC CORP COM Industrials 867.0 $236K 0.06% +8.0 +0.9% $272.02 +14.2%
99 ETN EATON CORP PLC SHS Industrials 530.0 $226K 0.05% NEW $426.51 -1.7%
100 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 450.0 $226K 0.05% -81.0 -15.2% $501.36 +26.4%
Page 5 of 6  ·  110 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%