Holdings
Consilio Wealth Advisors, LLC
As of Jun 30, 2026, Consilio Wealth Advisors, LLC reported 68 positions worth US$113M. Largest: Amazon.com, Inc., Microsoft Corp. and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Amazon.com, Inc. | 140K | US$33.5M | +26,776 | Jun 30, 2026 |
| Microsoft Corp. | 69,103 | US$25.8M | +2,162 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 17,977 | US$6.42M | +2,973 | Jun 30, 2026 |
| Nvidia Corporation | 31,249 | US$6.25M | +526 | Jun 30, 2026 |
| Apple Inc | 18,695 | US$5.41M | +256 | Jun 30, 2026 |
| Meta Platforms, Inc. | 6,327 | US$3.56M | +27 | Jun 30, 2026 |
| Broadcom Inc. | 5,377 | US$2.03M | +79 | Jun 30, 2026 |
| Micron Technology, Inc. | 1,639 | US$1.89M | +36 | Jun 30, 2026 |
| Tesla, Inc. | 3,723 | US$1.57M | +38 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 3,994 | US$1.31M | +55 | Jun 30, 2026 |