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Consilio Wealth Advisors, LLCETFConcentrated trader

CIK: 0001908944 | BELLEVUE, WA

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR110$417.3M2026-08-10SEC ↗
Q1 2026
13F-HR101$342.4M2026-05-04SEC ↗
Q4 2025
13F-HR98$341.9M2026-03-20SEC ↗
Q3 2025
13F-HR97$304.4M2025-11-13SEC ↗
Q2 2025
13F-HR85$280.4M2025-07-29SEC ↗
Q1 2025
13F-HR72$239.4M2025-04-11SEC ↗
Q4 2024
13F-HR71$244.5M2025-01-13SEC ↗
Q3 2024
13F-HR73$242.5M2024-10-07SEC ↗
Q2 2024
13F-HR64$223.0M2024-07-12SEC ↗
Q1 2024
13F-HR63$213.5M2024-04-18SEC ↗
Q4 2023
13F-HR54$197.1M2024-01-12SEC ↗
Q3 2023
13F-HR49$172.0M2023-10-12SEC ↗
Q2 2023
13F-HR49$181.7M2023-07-13SEC ↗
Q1 2023
13F-HR46$176.7M2023-04-06SEC ↗
Q4 2022
13F-HR48$156.5M2023-01-25SEC ↗
Q3 2022
13F-HR45$3.9M2022-10-20SEC ↗
Q2 2022
13F-HR35$2.3M2022-07-27SEC ↗
Q1 2022
13F-HR37$127.1K2022-05-16SEC ↗
Q4 2021
13F-HR41$1.7M2022-02-14SEC ↗