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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 6 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NEE NEXTERA ENERGY INC COM Utilities 2,546.0 $223K 0.05% $87.78 -4.0%
102 QCOM QUALCOMM INC COM Technology 1,180.0 $218K 0.05% NEW $184.74 -12.4%
103 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 972.0 $218K 0.05% NEW $223.95 +25.9%
104 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 1,216.0 $217K 0.05% NEW $178.24 +17.9%
105 TJX TJX COS INC NEW COM Consumer Cyclical 1,383.0 $210K 0.05% -13.0 -0.9% $151.50 -9.5%
106 MPWR MONOLITHIC PWR SYS INC COM Technology 150.0 $207K 0.05% NEW $1382.91 -5.7%
107 META CALL META PLATFORMS INC CL A Communication Services 100.0 $56K 0.01% $563.29 +2.2%
108 TSLA CALL TESLA INC COM Consumer Cyclical 100.0 $42K 0.01% $420.60 -18.1%
109 MSFT CALL MICROSOFT CORP COM Technology 100.0 $37K 0.01% NEW $373.02 +32.5%
110 INTC CALL INTEL CORP COM Technology 100.0 $14K 0.00% NEW $139.63 -37.9%
Page 6 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%