Consilium Wealth Advisory, LLC Portfolio Holdings
Consilium Wealth Advisory, LLC
- $252 Million
- Q3 2025
Consilium Wealth Advisory, LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $252 Million distributed in 95 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $20.8M, Ishares Tr Core Growth Allocat with a value of $20M, Trane Technologies PLC with a value of $19.2M, Apple Inc. with a value of $17.6M, and Wells Fargo & Company with a value of $14M.
Examining the 13F form we can see an increase of $17.3M in the current position value, from $234M to 252M.
Below you can find more details about Consilium Wealth Advisory, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$252 Million
ETFs: $115 Million
Technology: $48.8 Million
Industrials: $27.3 Million
Financial Services: $26.2 Million
Communication Services: $11.8 Million
Healthcare: $9 Million
Consumer Cyclical: $6.89 Million
Consumer Defensive: $4.18 Million
Other: $2.45 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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