13F Filings History of Consilium Wealth Advisory, LLC

Latest 13F report
Q4 2025 - 26 Jan 2026
Value $
$271,017,154
Signature - Title
Cliff A. Demarest - CCO
Location
Frisco, TX
Summary
This page shows a list of all the recent 13F filings made by Consilium Wealth Advisory, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Consilium Wealth Advisory, LLC reported 94 stock holdings with total value $271,017,154 as of Q4 2025. Top holdings included DFAI, AOR, AAPL, TT, and WFC.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 94 $271,017,154 +$12,757,684 -$8,074,576 +$4,683,108 DFAI, AOR, AAPL, TT, WFC 13F-HR 26 Jan 2026, 09:13
Q3 2025 95 $259,217,957 +$14,647,485 -$8,736,332 +$5,911,153 DFAI, AOR, TT, AAPL, WFC 13F-HR 20 Oct 2025, 12:53
Q2 2025 95 $237,056,108 +$35,163,461 -$16,945,070 +$18,218,391 TT, AOR, DFAI, AAPL, WFC 13F-HR 21 Jul 2025, 16:58
Q1 2025 88 $199,490,419 +$9,157,887 -$13,626,214 -$4,468,327 AOR, DFAI, AAPL, WFC, VTI 13F-HR 17 Apr 2025, 16:21
Q4 2024 87 $209,673,094 +$41,305,627 -$9,740,030 +$31,565,597 AAPL, AOR, DFAI, WFC, NVDA 13F-HR 05 Feb 2025, 09:28
Q3 2024 87 $183,208,158 +$15,624,901 -$20,602,455 -$4,977,554 AOR, AAPL, DFAI, NVDA, WFC 13F-HR 30 Oct 2024, 14:06
Q2 2024 86 $183,165,640 +$20,219,673 -$13,038,583 +$7,181,090 AOR, DFAI, AAPL, NVDA, WFC 13F-HR 01 Aug 2024, 16:00
Q1 2024 83 $177,742,170 +$8,513,567 -$10,836,386 -$2,322,819 AOR, DFAI, AAPL, WFC, NVDA 13F-HR 30 Apr 2024, 09:55
Q4 2023 85 $166,265,913 +$15,672,489 -$7,119,869 +$8,552,620 AOR, DFAI, AAPL, WFC, SCHA 13F-HR 10 Jan 2024, 15:18
Q3 2023 83 $142,810,496 +$8,415,891 -$5,509,386 +$2,906,505 AOR, DFAI, AAPL, WFC, SCHE 13F-HR 10 Oct 2023, 16:10
Q2 2023 81 $144,289,785 +$28,985,134 -$10,442,995 +$18,542,139 AOR, AAPL, DFAI, WFC, SCHX 13F-HR 13 Jul 2023, 15:43
Q1 2023 75 $117,253,315 +$8,058,165 -$14,578,556 -$6,520,391 DFAI, AAPL, JEPI, WFC, AOR 13F-HR 13 Apr 2023, 13:47
Q4 2022 75 $117,272,599 +$27,351,579 -$6,420,980 +$20,930,599 SCHX, DFAI, AAPL, WFC, AOR 13F-HR 13 Feb 2023, 16:37
Q3 2022 67 $89,702,000 +$15,788,978 -$12,073,928 +$3,715,050 AAPL, WFC, AOR, SCHX, SCHA 13F-HR 12 Oct 2022, 14:09
Q2 2022 71 $92,886,000 +$5,583,117 -$28,412,607 -$22,829,490 AAPL, WFC, IEUR, SCHX, VNQ 13F-HR 12 Jul 2022, 16:20
Q1 2022 83 $139,577,000 +$14,834,666 -$14,091,178 +$743,488 IEUR, AAPL, WFC, SCHX, FNDX 13F-HR 18 Apr 2022, 16:30
Q4 2021 87 $154,316,000 $0 $0 $0 IEUR, SCHX, AAPL, WFC, SCHA 13F-HR 26 Jan 2022, 14:06