Consilio Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Consilio Wealth Advisors, LLCInvestment ActivityConsilio Wealth Advisors, LLC has $280.36 million in total holdings as of June 30, 2025.Consilio Wealth Advisors, LLC owns shares of 85 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 9.18% of the portfolio was purchased this quarter.About 3.90% of the portfolio was sold this quarter.This quarter, Consilio Wealth Advisors, LLC has purchased 72 new stocks and bought additional shares in 40 stocks.Consilio Wealth Advisors, LLC sold shares of 25 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $64,373,958Microsoft $29,105,223iShares Core Dividend Growth ETF $22,924,921Amazon.com $21,861,986Invesco QQQ $18,061,974 Largest New Holdings this Quarter 46432F842 - iShares Core MSCI EAFE ETF $7,600,077 Holding464287655 - iShares Russell 2000 ETF $1,934,281 Holding464288240 - iShares MSCI ACWI ex U.S. ETF $1,311,530 Holding69608A108 - PALANTIR TECHNOLOGIES INC $281,858 Holding464288802 - iShares MSCI USA ESG Select ETF $274,301 Holding Largest Purchases this Quarter iShares Core MSCI EAFE ETF 91,226 shares (about $7.60M)Microsoft 7,917 shares (about $3.93M)iShares MSCI EAFE Growth ETF 29,027 shares (about $3.24M)iShares Russell 2000 ETF 8,977 shares (about $1.93M)iShares MSCI ACWI ex U.S. ETF 21,564 shares (about $1.31M) Largest Sales this Quarter Vanguard Total World Stock ETF 53,735 shares (about $6.88M)Vanguard Total Bond Market ETF 4,858 shares (about $356.28K)iShares 20+ Year Treasury Bond ETF 3,873 shares (about $338.46K)Vanguard Short-Term Corporate Bond ETF 3,973 shares (about $315.45K)Hartford Municipal Opportunities ETF 7,837 shares (about $299.77K) Sector Allocation Over TimeMap of 500 Largest Holdings ofConsilio Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$64,373,958$216,109 ▲0.3%104,25723.0%ETFMSFTMicrosoft$29,105,223$3,926,356 ▲15.6%58,68710.4%Computer and TechnologyDGROiShares Core Dividend Growth ETF$22,924,921$314,344 ▲1.4%360,3448.2%ETFAMZNAmazon.com$21,861,986$248,533 ▲1.1%97,9047.8%Retail/WholesaleQQQInvesco QQQ$18,061,974$216,492 ▲1.2%32,9556.4%FinanceIJHiShares Core S&P Mid-Cap ETF$13,543,032$91,975 ▲0.7%218,3664.8%ETFVTVanguard Total World Stock ETF$12,677,785$6,877,885 ▼-35.2%99,0484.5%ETFVOVanguard Mid-Cap ETF$10,350,010$225,759 ▲2.2%37,0893.7%ETFIEFAiShares Core MSCI EAFE ETF$7,600,077$7,600,077 ▲New Holding91,2262.7%ETFIWBiShares Russell 1000 ETF$4,845,256$38,133 ▼-0.8%14,3581.7%ETFNVDANVIDIA$4,748,840$259,811 ▲5.8%30,1041.7%Computer and TechnologyMETAMeta Platforms$4,724,986$83,628 ▲1.8%6,4411.7%Computer and TechnologyZROZPIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund$4,652,310$346,056 ▲8.0%70,5531.7%ETFEFGiShares MSCI EAFE Growth ETF$4,627,434$3,242,421 ▲234.1%41,4261.7%ETFHMOPHartford Municipal Opportunities ETF$4,412,112$299,766 ▼-6.4%115,3491.6%ETFBNDVanguard Total Bond Market ETF$4,326,092$356,285 ▼-7.6%58,9871.5%ETFVOOVanguard S&P 500 ETF$3,574,057$428,615 ▲13.6%6,3041.3%ETFAAPLApple$3,469,856$49,667 ▼-1.4%17,2561.2%Computer and TechnologyTLTiShares 20+ Year Treasury Bond ETF$2,946,136$338,457 ▼-10.3%33,7131.1%ETFVCSHVanguard Short-Term Corporate Bond ETF$2,493,952$315,446 ▼-11.2%31,4110.9%ETFSPYSPDR S&P 500 ETF Trust$2,257,014$965,535 ▲74.8%3,6700.8%FinanceIWMiShares Russell 2000 ETF$1,934,281$1,934,281 ▲New Holding8,9770.7%FinanceGOOGLAlphabet$1,769,430$44,633 ▲2.6%9,9110.6%Computer and TechnologyAVGOBroadcom$1,404,928$62,489 ▲4.7%5,2160.5%Computer and TechnologyACWXiShares MSCI ACWI ex U.S. ETF$1,311,530$1,311,530 ▲New Holding21,5640.5%ManufacturingMUBiShares National Muni Bond ETF$1,274,654$283,848 ▼-18.2%12,2190.5%ETFBRK.BBerkshire Hathaway$1,178,450$3,886 ▼-0.3%2,4260.4%FinanceJPMJPMorgan Chase & Co.$1,131,366$58,276 ▲5.4%3,9410.4%FinanceTSLATesla$1,112,640$35,923 ▲3.3%3,4380.4%Auto/Tires/TrucksTYLTyler Technologies$1,033,777$6,392 ▼-0.6%1,7790.4%Computer and TechnologyIVWiShares S&P 500 Growth ETF$1,020,046$766 ▼-0.1%9,3160.4%ETFNTAPNetApp$908,674$56,032 ▼-5.8%8,5950.3%Computer and TechnologyIUSGiShares Core S&P U.S. Growth ETF$829,034$1,646 ▼-0.2%5,5420.3%ManufacturingXOMExxon Mobil$766,698$17,064 ▼-2.2%7,0090.3%EnergyNFLXNetflix$715,808$25,139 ▲3.6%5410.3%Consumer DiscretionaryORCLOracle$690,088$23,550 ▲3.5%3,2820.2%Computer and TechnologyLLYEli Lilly and Company$683,991$8,531 ▼-1.2%8820.2%MedicalVVisa$658,266$41,839 ▲6.8%1,8880.2%Business ServicesCOSTCostco Wholesale$606,268$27,602 ▲4.8%6150.2%Retail/WholesaleGOOGAlphabet$574,750$103,220 ▼-15.2%3,2240.2%Computer and TechnologyCRMSalesforce$569,260$255,921 ▲81.7%2,0820.2%Computer and TechnologyMAMastercard$533,920$154,121 ▼-22.4%9700.2%Business ServicesWMTWalmart$527,100$63,711 ▲13.7%5,4190.2%Retail/WholesaleABBVAbbVie$473,735$21,509 ▼-4.3%2,5990.2%MedicalHDHome Depot$409,821$24,346 ▲6.3%1,1110.1%Retail/WholesaleBACBank of America$408,527$6,361 ▼-1.5%8,6700.1%FinanceJNJJohnson & Johnson$349,068$28,200 ▼-7.5%2,2900.1%MedicalGEGE Aerospace$342,379$17,055 ▲5.2%1,3450.1%AerospacePGProcter & Gamble$342,088$13,428 ▼-3.8%2,1400.1%Consumer StaplesIBMInternational Business Machines$336,342$13,906 ▲4.3%1,1610.1%Computer and TechnologyKOCocaCola$316,646$15,544 ▲5.2%4,5020.1%Consumer StaplesZZillow Group$314,8060.0%4,5140.1%Computer and TechnologyABTAbbott Laboratories$307,255$4,973 ▲1.6%2,2860.1%MedicalEXPEExpedia Group$304,977$12,124 ▲4.1%1,7860.1%Retail/WholesalePMPhilip Morris International$296,889$15,750 ▲5.6%1,6400.1%Consumer StaplesPALANTIR TECHNOLOGIES INC$281,858$281,858 ▲New Holding2,1560.1%CL AUNHUnitedHealth Group$276,835$61,485 ▲28.6%8960.1%MedicalSUSAiShares MSCI USA ESG Select ETF$274,301$274,301 ▲New Holding2,1780.1%ETFWFCWells Fargo & Company$273,560$2,544 ▲0.9%3,4410.1%FinanceMSMorgan Stanley$270,406$270,406 ▲New Holding1,9220.1%FinanceBKNGBooking$267,5770.0%470.1%Retail/WholesaleCDNSCadence Design Systems$267,355$16,481 ▲6.6%8760.1%Computer and TechnologyAMDAdvanced Micro Devices$262,166$262,166 ▲New Holding1,8230.1%Computer and TechnologyVVVanguard Large-Cap ETF$258,424$33,584 ▼-11.5%9080.1%ETFCOFCapital One Financial$257,764$257,764 ▲New Holding1,2220.1%FinanceCSCOCisco Systems$248,170$15,103 ▼-5.7%3,6150.1%Computer and TechnologyPEPPepsiCo$245,690$6,421 ▲2.7%1,8750.1%Consumer StaplesNOWServiceNow$244,358$244,358 ▲New Holding2390.1%Computer and TechnologyQCOMQUALCOMM$244,250$244,250 ▲New Holding1,5410.1%Computer and TechnologyLINDE PLC$242,562$19,479 ▲8.7%5230.1%SHSSYKStryker$240,657$7,078 ▲3.0%6120.1%MedicalISRGIntuitive Surgical$240,170$1,601 ▼-0.7%4500.1%MedicalINTUIntuit$239,960$239,960 ▲New Holding3090.1%Computer and TechnologyAMATApplied Materials$238,521$238,521 ▲New Holding1,3020.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$236,3460.0%7790.1%ETFAXPAmerican Express$234,721$234,721 ▲New Holding7400.1%FinanceHDViShares Core High Dividend ETF$234,664$33,373 ▼-12.5%2,0110.1%ETFRTXRTX$233,200$8,535 ▲3.8%1,6120.1%AerospaceDISWalt Disney$227,686$227,686 ▲New Holding1,8610.1%Consumer DiscretionaryUBERUber Technologies$223,358$223,358 ▲New Holding2,4400.1%Computer and TechnologyAMGNAmgen$221,984$19,399 ▲9.6%8010.1%MedicalTAT&T$218,940$6,739 ▲3.2%7,7970.1%Computer and TechnologyVGTVanguard Information Technology ETF$216,735$216,735 ▲New Holding3300.1%ETFBSXBoston Scientific$214,232$1,598 ▲0.8%2,0110.1%MedicalBLACKROCK INC$210,629$210,629 ▲New Holding2010.1%COMVTEBVanguard Tax-Exempt Bond ETF$0$1,066,483 ▼-100.0%00.0%ETFIJRiShares Core S&P Small-Cap ETF$0$313,880 ▼-100.0%00.0%ETFCVXChevron$0$262,137 ▼-100.0%00.0%EnergyUNPUnion Pacific$0$224,911 ▼-100.0%00.0%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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