Consilium Wealth Advisory, LLC — 13F holdings

Consilium Wealth Advisory, LLC reported 101 holdings worth $338M in its 13F filing for Q3 2026, filed October 14, 2026.

Largest positions

1. DFAI DIMENSIONAL ETF TRUST — $36.8M (10.9%)
2. AOR ISHARES TR — $29.7M (8.8%)
3. AAPL APPLE INC — $25.1M (7.4%)
4. TT TRANE TECHNOLOGIES PLC — $20.1M (5.9%)
5. NVDA NVIDIA CORPORATION — $16.0M (4.7%)
6. WFC WELLS FARGO CO NEW — $12.3M (3.6%)
7. VTI VANGUARD INDEX FDS — $11.2M (3.3%)
8. SCHX SCHWAB STRATEGIC TR — $11.1M (3.3%)
9. AOA ISHARES TR — $10.3M (3.1%)
10. GOOGL ALPHABET INC — $9.61M (2.8%)