Consilium Wealth Advisory, LLC Portfolio Holdings
Consilium Wealth Advisory, LLC
- $261 Million
- Q4 2025
Consilium Wealth Advisory, LLC has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $261 Million distributed in 94 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $23.7M, Ishares Tr Core Growth Allocat with a value of $20.7M, Trane Technologies PLC with a value of $18.9M, Apple Inc. with a value of $18.6M, and Wells Fargo & Company with a value of $13.9M.
Examining the 13F form we can see an increase of $8.84M in the current position value, from $252M to 261M.
Below you can find more details about Consilium Wealth Advisory, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$261 Million
ETFs: $121 Million
Technology: $50.6 Million
Industrials: $26.9 Million
Financial Services: $25.8 Million
Communication Services: $12.8 Million
Healthcare: $9.24 Million
Consumer Cyclical: $7.35 Million
Consumer Defensive: $4.22 Million
Other: $2.56 Million