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 2025-06-30 (477 days), 98 trades recorded
- Returns: week n/a · month n/a · 90 days +1.4% · 6 months +3.9% · 1 year +11.4% · all +11.4%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 18.1% · long · since 2025-06-30
- 46138G649 · 10.1% · long · since 2025-12-31
- 921943858 · 8.5% · long · since 2025-09-30
- AMZN · 8.0% · long · since 2025-06-30
- MSFT · 6.2% · long · since 2025-06-30
- 922042742 · 4.5% · long · since 2025-06-30
- 14020W106 · 2.8% · long · since 2025-12-31
- 464287242 · 2.6% · long · since 2025-09-30
- 922908629 · 2.6% · long · since 2025-06-30
- 46434V621 · 2.4% · long · since 2025-06-30
- 46090E103 · 2.4% · long · since 2025-06-30
- 46432F842 · 2.0% · long · since 2025-06-30