Consilium Wealth Advisory, LLC - Q12026 Holdings

Consilium Wealth Advisory, LLC holds 102 stocks with a total portfolio value of $ 293.17M as of Q12026. In Q12026, Consilium Wealth Advisory, LLC added 15 new positions, increased stakes in 58 stocks, reduced 17 holdings, and fully exited 7 positions. The largest holding is Dimensional Etf Trust (DFAI), representing 11.41% of the total portfolio.