CONSILIO WEALTH ADVISORS, LLC - Portfolio overview

CONSILIO WEALTH ADVISORS, LLC has 111 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES CORE S&P 500 ETF, 18.55%
2. VEA - VANGUARD FTSE DEVELOPED MARKETS ETF, 8.77%
3. MSFT - MICROSOFT CORP COM, 7.01%

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

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