Consilium Wealth Advisory, LLC
All 13F Filings
- Location
- Frisco, TX
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 271,017
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 240 K | 88.6% | 6.859 K | 0 | 6.859 K |
| ETFs | 25.79 K | 9.5% | 4.694 K | 0 | 4.694 K |
| Debt | 5.2 K | 1.9% | 244 | 0 | 244 |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/26/2026
Total value ($000)
271,017
Holdings
94
QoQ value change ($000)
11,799
(4.6%)
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.