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Home > Institutional Investor > Consilium Wealth Advisory, Llc > Profile

Instuitional Investor - Consilium Wealth Advisory, Llc

Fund Profile
Filing Period:
Fund Name: Consilium Wealth Advisory, Llc
Portfolio Value $199,490,419
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 294,703 $16,966,039 8.5%
2.
Dimensional Etf Trust
 514,340 $16,062,829 8.05%
3.
Apple Inc.
 AAPL 71,321 $15,842,522 7.94%
4.
Wells Fargo & Company
 WFC 176,425 $12,665,529 6.35%
5.
Vanguard Index Fds
 30,550 $8,396,362 4.21%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)