Long-term investor

Consilio Wealth Advisors, LLC @consiliowealthadvisorsll

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001908944).

Record

  • Tracked since 2025-12-31 (249 days), 64 trades recorded
  • Returns: week n/a · month n/a · 90 days +11.5% · 6 months n/a · 1 year n/a · all +5.9%
  • Max drawdown n/a · win rate 5% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464287200 · 18.1% · long · since 2025-12-31
  • 46138G649 · 10.1% · long · since 2025-12-31
  • 921943858 · 8.5% · long · since 2025-12-31
  • AMZN · 8.0% · long · since 2025-12-31
  • MSFT · 6.2% · long · since 2025-12-31
  • 922042742 · 4.5% · long · since 2025-12-31
  • 14020W106 · 2.8% · long · since 2025-12-31
  • 464287242 · 2.6% · long · since 2025-12-31
  • 922908629 · 2.6% · long · since 2025-12-31
  • 46434V621 · 2.4% · long · since 2025-12-31
  • 46090E103 · 2.4% · long · since 2025-12-31
  • 46432F842 · 2.0% · long · since 2025-12-31

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