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Consilio Wealth Advisors - Q4 2025 13F Filings

CO

Consilio Wealth Advisors, LLC

CIK: 0001908944
Address: Washington Bellevue 500 108Th Avenue Ne Suite 1100
$341.89 M
Portfolio Value
98
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 03/20/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. VEA Vanguard Ftse Developed Markets Etf
+$13.21 M
2. LQD Ishares Iboxx $ Investment Grade Corporate Bond Etf
+$8.63 M
3. IGIB Ishares 5-10 Year Investment Grade Corporate Bond Etf
+$3.91 M
4. AMZN Amazoncom
+$3.86 M
5. IJH Ishares Core S&P Mid-Cap Etf
+$1.02 M

Top Sells

Q4 2025
1. QQQ Invesco Qqq Trust Series I
−$854,516.01
2. LIN Linde PLC
−$253,650
3. NOW Servicenow
−$250,316
4. UBER Uber Technologies
−$250,215
5. SYK Stryker Corporation
−$225,685

Asset Allocation

Stocks/ETFs
+12.37%
$340.58 M 99.62%
Options
+48.43%
$66,009 0.02%
Debt
$0 0.00%
Other
-1.42%
$1.24 M 0.36%

Sector Allocation (Stocks)

Consilio Wealth Advisors Q4 2025 Filing Summary

Consilio Wealth Advisors, LLC filed its 13F report for Q4 2025 on March 20, 2026. The portfolio totaled 341.89 M reflecting a +12.32% change from the prior quarter, spanning 98 assets. The top 10 holdings comprised 69.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 7 new positions and 6 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Consilio Wealth Advisors’s Q4 2025 Filing

Consilio Wealth Advisors submitted their Form 13F-HR for the Q4 2025 period on 03/20/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Consilio Wealth Advisors reported a managed portfolio value of 341.89 M, consisting of 98 individual positions.

This page displays the raw filing documents. To see which stocks Consilio Wealth Advisors bought or sold during Q4 2025, please visit Consilio Wealth Advisors's Portfolio Analysis page.