CONSILIO WEALTH ADVISORS, LLC 13F Holdings

CIK 0001908944 · BELLEVUE, WA

As of Sep 30, 2025, CONSILIO WEALTH ADVISORS, LLC reported 96 positions worth $304.4M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ISHARES CORE S&P 500 ETFIVV—104,328$69.8M22.94%
MICROSOFT CORPMSFTTechnology58,956$30.5M10.03%
ISHARES CORE DIVIDEND GROWTH ETFDGRO—362,060$24.6M8.10%
AMAZON.COM INCAMZNEquity97,474$21.4M7.03%
INVESCO QQQ TRUST SERIES 1QQQ—32,836 9.7M6.48%
ISHARES CORE S&P MID-CAP ETFIJH—231,028 5.1M4.95%
VANGUARD TOTAL WORLD STOCK INDEX FUNDVT—100,577 3.9M4.55%
VANGUARD MID-CAP INDEX FUNDVO—36,854 0.8M3.56%
ISHARES CORE MSCI EAFE ETFIEFA—90,426$7.9M2.59%
NVIDIA CORPNVDATechnology30,939$5.8M1.90%
ISHARES RUSSELL 1000 ETFIWB—14,358$5.2M1.72%
PIMCO 25+ YEAR ZERO COUPON US TREASURY INDEX EXCHANGE-TRADED FUNDZROZ—70,924$4.8M1.58%
META PLATFORMS INCMETACommunication Services6,502$4.8M1.57%
APPLE INCAAPLTechnology18,387$4.7M1.54%
ISHARES MSCI EAFE GROWTH ETFEFG—40,787$4.6M1.53%
HARTFORD FDS EXCHANGE TRADEDHMOP—116,938$4.6M1.50%
VANGUARD TOTAL BOND MARKET INDEX FUNDBND—59,319$4.4M1.45%
VANGUARD 500 INDEX FUNDVOO—5,530$3.4M1.11%
ISHARES 20+ YEAR TREASURY BOND ETFTLT—34,210$3.1M1.00%
ALPHABET INCGOOGLEquity10,547$2.6M0.84%
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUNDVCSH—31,562$2.5M0.83%
SPDR S&P 500 ETF TRUSTSPY—3,502$2.3M0.77%
ISHARES RUSSELL 2000 ETFIWM—8,919$2.2M0.71%
BROADCOM INCAVGOTechnology5,301 .7M0.57%
VANGUARD TAX-MANAGED FUNDSVEA—28,780 .7M0.57%