Holdings
Consilium Wealth Advisory, LLC
As of Sep 30, 2026, Consilium Wealth Advisory, LLC reported 67 positions worth US$165M. Largest: Apple Inc, Nvidia Corporation and Wells Fargo & Company. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 75,246 | US$25.1M | +1,526 | Sep 30, 2026 |
| Nvidia Corporation | 69,918 | US$16M | −295 | Sep 30, 2026 |
| Wells Fargo & Company | 153K | US$12.3M | −319 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 34,345 | US$11.8M | +566 | Sep 30, 2026 |
| Microsoft Corp. | 18,653 | US$9.57M | +457 | Sep 30, 2026 |
| Micron Technology, Inc. | 7,091 | US$7.55M | +114 | Sep 30, 2026 |
| Amazon.com, Inc. | 27,788 | US$6.92M | +550 | Sep 30, 2026 |
| Broadcom Inc. | 12,967 | US$4.55M | +254 | Sep 30, 2026 |
| Meta Platforms, Inc. | 6,175 | US$4.48M | −75 | Sep 30, 2026 |
| Jp Morgan Chase & Co. | 13,410 | US$4.44M | +295 | Sep 30, 2026 |