Consilium Wealth Advisory, LLC - Portfolio overview

Consilium Wealth Advisory, LLC has 112 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. DFAI - DIMENSIONAL ETF TRUST, 11.04%
2. AOR - ISHARES TR, 8.96%
3. AAPL - APPLE INC, 6.48%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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