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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 $336,948,425
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 DFAC 894,894 $36,914,376 10.96%
2.
Ishares Tr - CORE 60 BALA ETF
 458,638 $31,875,360 9.46%
3.
Trane Technologies Plc
 TT 44,437 $21,825,677 6.48%
4.
Apple Inc.
 AAPL 73,720 $21,331,625 6.33%
5.
Nvidia Corp
 NVDA 70,213 $14,048,831 4.17%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.