Consilio Wealth Advisors, LLC - Q12026 Holdings

Consilio Wealth Advisors, LLC holds 99 stocks with a total portfolio value of $ 342.38M as of Q12026. In Q12026, Consilio Wealth Advisors, LLC added 13 new positions, increased stakes in 45 stocks, reduced 37 holdings, and fully exited 11 positions. The largest holding is Ishares Core S&P 500 Etf (IVV), representing 19.14% of the total portfolio.