Consilium Wealth Advisory, LLC
All 13F Filings
- Location
- Frisco, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 336,948
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 101 | 336,948 | 13F-HR | Consilium Wealth Advisory, LLC |
| Q1 2026 | 4/20/2026 | 102 | 293,171 | 13F-HR | Consilium Wealth Advisory, LLC |
| Q4 2025 | 1/26/2026 | 94 | 271,017 | 13F-HR | Consilium Wealth Advisory, LLC |
| Q3 2025 | 10/20/2025 | 95 | 259,218 | 13F-HR | Consilium Wealth Advisory, LLC |
| Q2 2025 | 7/21/2025 | 95 | 237,056 | 13F-HR | Consilium Wealth Advisory, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 185.2 K | 55.0% | 30.78 K | 0 | 30.78 K |
| ETFs | 146.4 K | 43.4% | 12.92 K | 0 | 12.92 K |
| Debt | 5.369 K | 1.6% | 86 | 0 | 86 |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
336,948
Holdings
101
QoQ value change ($000)
43,777
(14.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.