CONSILIO WEALTH ADVISORS, LLC
All 13F Filings
- Location
- Bellevue, WA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 417,349
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 | 110 | 417,349 | 13F-HR | CONSILIO WEALTH ADVISORS, LLC |
| Q1 2026 | 5/1/2026 | 101 | 342,381 | 13F-HR | CONSILIO WEALTH ADVISORS, LLC |
| Q4 2025 | 3/19/2026 | 98 | 341,890 | 13F-HR | CONSILIO WEALTH ADVISORS, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
150
(0.0% of total reported value)
· QoQ Δ:
+56
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 114.9 K | 27.6% | 22.73 K | 0 | 22.73 K |
| ETFs | 302.3 K | 72.4% | 52.18 K | 0 | 52.18 K |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
417,349
Holdings
110
QoQ value change ($000)
74,968
(21.9%)
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.