CONSILIO WEALTH ADVISORS, LLC — 13F holdings

CONSILIO WEALTH ADVISORS, LLC reported 110 holdings worth $417M in its 13F filing for Q2 2026, filed August 10, 2026.

Largest positions

  1. IVV ISHARES TR — $75.4M (18.1%)
  2. QQQM INVESCO EXCH TRADED FD TR II — $42.1M (10.1%)
  3. VEA VANGUARD TAX-MANAGED FDS — $35.6M (8.5%)
  4. AMZN AMAZON COM INC — $33.5M (8.0%)
  5. MSFT MICROSOFT CORP — $25.8M (6.2%)
  6. VT VANGUARD INTL EQUITY INDEX F — $18.6M (4.5%)
  7. CGDV CAPITAL GROUP DIVIDEND VALUE — $11.8M (2.8%)
  8. LQD ISHARES TR — $11.0M (2.6%)
  9. VO VANGUARD INDEX FDS — $10.8M (2.6%)
  10. DGRO ISHARES TR — $9.98M (2.4%)