Consilium Wealth Advisory, LLC
Annual return '25
+51.0%
SPY '25
+17.7%
Alpha
+33.3ptsvs SPY
Invested
$293.2M
Holdings
102
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 91%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFAI
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 640.2k shares)
11.4%
02
$AOR
ISHARES TR
Q1 2026: Exited (was 319.3k shares)
9.3%
03
$AAPL
APPLE INC
Q1 2026: Sold 97.2% (69.4k → 2.0k shares)
6.7%
04
$TT
TRANE TECHNOLOGIES PLC
Q1 2026: Exited (was 45.3k shares)
6.3%
05
$NVDA
NVIDIA CORPORATION
Q1 2026: Exited (was 68.2k shares)
4.4%
06
$WFC
WELLS FARGO & CO
Q1 2026: Exited (was 166.4k shares)
4.2%
07
$VTI
VANGUARD INDEX FDS
Q1 2026: Exited (was 32.2k shares)
3.7%
08
$SCHX
SCHWAB STRATEGIC TR
Q1 2026: Increased +58.9% (354.1k → 562.5k shares)
2.9%
09
$IEUR
ISHARES TR
Q1 2026: Exited (was 110.7k shares)
2.7%
10
$BIV
VANGUARD BD INDEX FDS
Q1 2026: Exited (was 100.3k shares)
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:57 UTC.