Long-term investor
Consilium Wealth Advisory, LLC @consiliumwealthadvisoryl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001904906).
Record
- Tracked since 2025-06-30 (448 days), 85 trades recorded
- Returns: week n/a · month n/a · 90 days +10.6% · 6 months n/a · 1 year +18.7% · all +18.7%
- Max drawdown n/a · win rate 4% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25434V203 · 11.0% · long · since 2025-06-30
- 464289867 · 9.5% · long · since 2025-06-30
- TT · 6.5% · long · since 2025-06-30
- AAPL · 6.3% · long · since 2025-06-30
- NVDA · 4.2% · long · since 2025-06-30
- WFC · 3.8% · long · since 2025-06-30
- 922908769 · 3.2% · long · since 2025-06-30
- 808524201 · 3.1% · long · since 2025-06-30
- GOOGL · 2.9% · long · since 2025-06-30
- 46434V738 · 2.7% · long · since 2025-06-30
- MU · 2.4% · long · since 2025-06-30
- 921937819 · 2.4% · long · since 2025-06-30