Consilium Wealth Advisory, LLC
Consilium Wealth Advisory, LLC reported 101 positions worth $336.9M as of June 30, 2026 (13F filed August 11, 2026). Largest holding: DFAI (11.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAI | SH | $36.9M | 10.96% | 894,894 | — | — | |
| ▸ 2 | AOR | SH | $31.9M | 9.46% | 458,638 | — | — | |
| ▸ 3 | TT | SH | $21.8M | 6.48% | 44,437 | — | — | |
| ▸ 4 | AAPL | SH | $21.3M | 6.33% | 73,720 | — | — | |
| ▸ 5 | NVDA | SH | $14.0M | 4.17% | 70,213 | — | — | |
| ▸ 6 | WFC | SH | $12.7M | 3.76% | 153,470 | — | — | |
| ▸ 7 | VTI | SH | $10.9M | 3.25% | 29,581 | — | — | |
| ▸ 8 | SCHX | SH | $10.4M | 3.08% | 353,163 | — | — | |
| ▸ 9 | GOOGL | SH | $9.9M | 2.93% | 27,607 | — | — | |
| ▸ 10 | IEUR | SH | $8.9M | 2.65% | 118,876 | — | — |
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Frequently Asked Questions
What stocks does Consilium Wealth Advisory, LLC hold as of Q2 2026?
Consilium Wealth Advisory, LLC reported 101 positions worth $336.9M in its Q2 2026 13F filing. Largest positions: DFAI (11.0%), AOR (9.5%), TT (6.5%), AAPL (6.3%) and NVDA (4.2%).
What did Consilium Wealth Advisory, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Consilium Wealth Advisory, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.