Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Consilium Wealth Advisory, LLC (CIK 1904906) reported $293.2M across 102 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAI ($33.5M, 11.41%), AOR ($27.1M, 9.26%), AAPL ($19.6M, 6.70%), TT ($18.6M, 6.33%), NVDA ($12.8M, 4.36%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAI | DIMENSIONAL ETF TRUST | $33.5M | 11.41% | 858,597 | Added |
| 2 | AOR | ISHARES TR | $27.1M | 9.26% | 421,908 | Added |
| 3 | AAPL | APPLE INC | $19.6M | 6.70% | 77,394 | Added |
| 4 | TT | TRANE TECHNOLOGIES PLC | $18.6M | 6.33% | 44,528 | Trimmed |
| 5 | NVDA | NVIDIA CORPORATION | $12.8M | 4.36% | 73,217 | Added |
| 6 | WFC | WELLS FARGO & CO | $12.3M | 4.20% | 154,496 | Trimmed |
| 7 | VTI | VANGUARD INDEX FDS | $10.8M | 3.67% | 33,524 | Added |
| 8 | SCHX | SCHWAB STRATEGIC TR | $8.6M | 2.93% | 335,208 | Trimmed |
| 9 | IEUR | ISHARES TR | $8.0M | 2.72% | 113,490 | Added |
| 10 | BIV | VANGUARD BD INDEX FDS | $7.9M | 2.71% | 102,873 | Added |
| 11 | GOOGL | ALPHABET INC | $7.4M | 2.52% | 25,675 | Added |
| 12 | AOA | ISHARES TR | $6.2M | 2.12% | 70,340 | Added |
| 13 | MSFT | MICROSOFT CORP | $6.1M | 2.09% | 16,576 | Added |
| 14 | AMZN | AMAZON COM INC | $5.7M | 1.94% | 27,346 | Added |
| 15 | GLD | SPDR GOLD TR | $5.6M | 1.91% | 13,035 | Added |
| 16 | BSV | VANGUARD BD INDEX FDS | $5.3M | 1.80% | 67,374 | Added |
| 17 | IFRA | ISHARES TR | $4.8M | 1.63% | 83,660 | Added |
| 18 | JPM | JPMORGAN CHASE & CO | $4.6M | 1.57% | 15,610 | Added |
| 19 | AVGO | BROADCOM INC | $4.4M | 1.51% | 14,256 | Added |
| 20 | META | META PLATFORMS INC | $4.4M | 1.51% | 7,718 | Added |
| 21 | AOM | ISHARES TR | $3.6M | 1.24% | 76,627 | Trimmed |
| 22 | LLY | ELI LILLY & CO | $3.4M | 1.17% | 3,722 | Added |
| 23 | WMT | WALMART INC | $3.2M | 1.09% | 25,829 | Added |
| 24 | GE | GE AEROSPACE | $3.1M | 1.05% | 10,881 | Added |
| 25 | SPY | STATE STR SPDR S&P 500 ETF T | $3.0M | 1.02% | 4,600 | Added |
Source: SEC Form 13F filings · as of 2026-03-31