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Disclosery

13F-HR filed by CONSILIO WEALTH ADVISORS, LLC

CONSILIO WEALTH ADVISORS, LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-04-11, with 72 holding rows worth $239,441,605.

Accession
0001951757-25-000295
Filer
CIK 1908944
Filed
2025-04-11
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 72 entries on the cover page, a total value of $239,441,605 stated on the cover page (in dollars after the unit check, H1), rows summing to $239,441,605 with VALUE read as dollars as filed, 13F file number 028-21979. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
ISHARES TR CORE S&P 500 ETF464287200SHS103,907$58,382,902dollars as filed
iShares Core Dividend Growth ETF46434V621SHS355,403$21,955,404dollars as filed
Microsoft Corp594918104COM50,770$19,061,957dollars as filed
Amazon.com, Inc023135106COM96,791$18,508,916dollars as filed
Vanguard Total World Stock ETF922042742SHS152,783$17,715,190dollars as filed
INVESCO QQQ TR46090E103COM32,560$15,268,807dollars as filed
IJH464287507COM216,883$12,654,861dollars as filed
Vanguard Mid-Cap ETF922908629SHS36,280$9,382,894dollars as filed
Hartford Municipal Opportnits ETF41653L503ETF123,186$4,736,469dollars as filed
Vanguard Total Bond Market ETF921937835SHS63,845$4,689,328dollars as filed
PIMCO ETF TR72201R88225YR ZERO U S65,305$4,677,221dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF14,471$4,438,887dollars as filed
Apple Inc037833100COM17,503$3,887,915dollars as filed
META PLATFORMS INC CL A30303M102COM6,327$3,646,731dollars as filed
ISHARES TR46428743220 YR TR BD ETF37,586$3,421,059dollars as filed
NVIDIA Corp67066G104COM28,457$3,084,119dollars as filed
Vanguard S&P 500 ETF922908363COM5,548$2,851,366dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM35,384$2,793,168dollars as filed
ISHARES TR464288414NATIONAL MUN ETF14,940$1,575,289dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM9,661$1,493,992dollars as filed
Berkshire Hathaway Inc084670702COM2,434$1,296,300dollars as filed
ISHARES MSCI EAFE GROWTH ETF464288885ETF12,399$1,239,857dollars as filed
SPY78462F103SHS2,100$1,174,918dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF21,493$1,066,483dollars as filed
TYLER TECHNOLOGIES INC COM902252105Stock1,790$1,040,688dollars as filed
JPMorgan Chase & Co46625H100COM3,738$916,967dollars as filed
iShares S&P 500 Growth ETF464287309SHS9,323$865,464dollars as filed
Tesla Motors, Inc88160R101COM3,327$862,225dollars as filed
EXXON MOBIL CORP30231G102COM7,165$850,915dollars as filed
Broadcom Inc.11135F101COM4,984$834,470dollars as filed
NETAPP INC COM64110D104Stock9,125$801,540dollars as filed
Eli Lilly and Company532457108COM893$737,585dollars as filed
ISHARES CORE S&P U.S. GROWTH ETF464287671ETF5,553$705,718dollars as filed
MasterCard, Inc57636Q104COM1,250$684,941dollars as filed
Visa Inc92826C839COM1,768$619,704dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM3,803$594,095dollars as filed
AbbVie,Inc.00287Y109COM2,717$569,164dollars as filed
Costco Wholesale Corporation22160K105COM587$555,563dollars as filed
Netflix, Inc64110L106COM522$486,781dollars as filed
Oracle Corporation68389X105COM3,170$443,251dollars as filed
Walmart Inc.931142103COM4,764$418,226dollars as filed
Johnson & Johnson478160104COM2,475$410,508dollars as filed
Home Depot, Inc437076102COM1,045$383,132dollars as filed
Procter & Gamble Co742718109COM2,224$379,001dollars as filed
Bank of America Corp060505104COM8,805$367,430dollars as filed
UnitedHealth Group Inc91324P102COM697$364,838dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS2,996$313,880dollars as filed
ZILLOW GROUP INC CL C CAP STK98954M200Stock4,514$309,480dollars as filed
Salesforce.com, Inc79466L302COM1,146$307,541dollars as filed
Coca-Cola Company191216100COM4,281$306,626dollars as filed
Abbott Laboratories002824100COM2,249$298,391dollars as filed
EXPEDIA GROUP INC COM NEW30212P303Stock1,715$288,292dollars as filed
ISHARES TR46429B663CORE HIGH DV ETF2,297$278,213dollars as filed
International Business Machines Corporation459200101COM1,113$276,759dollars as filed
PepsiCo,Inc.713448108COM1,826$273,712dollars as filed
VANGUARD INDEX FDS922908637LARGE CAP ETF1,026$263,685dollars as filed
Chevron Corporation166764100COM1,567$262,137dollars as filed
General Electric Company369604301COM1,278$255,831dollars as filed
Philip Morris International Inc.718172109COM1,553$246,508dollars as filed
Wells Fargo & Company949746101COM3,409$244,732dollars as filed
Cisco Systems,Inc.17275R102COM3,835$236,658dollars as filed
Amgen Inc.031162100COM731$227,746dollars as filed
Union Pacific Corporation907818108COM952$224,911dollars as filed
Intuitive Surgical,Inc.46120E602COM453$224,357dollars as filed
Linde plcG54950103COM481$223,973dollars as filed
Stryker Corporation863667101COM594$220,931dollars as filed
Booking Holdings Inc.09857L108COM47$216,525dollars as filed
VTI922908769COM779$214,161dollars as filed
AT&T Inc00206R102COM7,557$213,712dollars as filed
CADENCE DESIGN SYSTEM INC COM127387108Stock822$209,531dollars as filed
Raytheon Technologies Corporation75513E101COM1,553$205,718dollars as filed
Boston Scientific Corporation101137107COM1,996$201,356dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001951757-25-000295this filing2025-04-11acceptance time not in the bulk data set