13F Filings History of CONSILIO WEALTH ADVISORS, LLC

Latest 13F report
Q3 2025 - 13 Nov 2025
Value $
$304,347,894
Signature - Title
Tammi Ellis - Compliance Consultant
Location
Bellevue, WA
Summary
This page shows a list of all the recent 13F filings made by CONSILIO WEALTH ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CONSILIO WEALTH ADVISORS, LLC reported 96 stock holdings with total value $304,347,894 as of Q3 2025. Top holdings included IVV, MSFT, DGRO, AMZN, and QQQ.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 96 $304,347,894 +$7,500,564 -$2,096,301 +$5,404,263 IVV, MSFT, DGRO, AMZN, QQQ 13F-HR 13 Nov 2025, 15:47
Q2 2025 85 $280,361,582 +$25,730,775 -$10,931,715 +$14,799,060 IVV, MSFT, DGRO, AMZN, QQQ 13F-HR 29 Jul 2025, 08:33
Q1 2025 72 $239,441,605 +$38,947,818 -$32,736,568 +$6,211,250 IVV, DGRO, MSFT, AMZN, VT 13F-HR 11 Apr 2025, 09:59
Q4 2024 71 $244,494,310 +$8,509,269 -$8,016,891 +$492,378 IVV, DGRO, MSFT, QQQ, EFG 13F-HR 13 Jan 2025, 13:11
Q3 2024 73 $242,474,241 +$11,616,926 -$1,727,031 +$9,889,895 IVV, MSFT, DGRO, EFG, QQQ 13F-HR 07 Oct 2024, 08:10
Q2 2024 64 $222,951,688 +$18,081,732 -$11,695,686 +$6,386,046 IVV, MSFT, DGRO, QQQ, EFG 13F-HR 12 Jul 2024, 12:53
Q1 2024 63 $213,498,645 +$8,537,615 -$7,264,958 +$1,272,657 IVV, VO, MSFT, DGRO, EFG 13F-HR 18 Apr 2024, 11:40
Q4 2023 54 $197,106,812 +$20,940,579 -$17,433,934 +$3,506,645 IVV, VO, MSFT, DGRO, EFG 13F-HR 11 Jan 2024, 20:35
Q3 2023 49 $171,988,276 +$4,421,641 -$2,619,456 +$1,802,185 IVV, VO, DGRO, QQQ, MSFT 13F-HR 11 Oct 2023, 17:33
Q2 2023 49 $181,666,880 +$29,935,409 -$34,211,862 -$4,276,453 IVV, VO, DGRO, EFG, QQQ 13F-HR 13 Jul 2023, 13:39
Q1 2023 46 $176,727,504 +$15,853,124 -$4,580,654 +$11,272,470 DGRO, IVV, VO, EFG, QQQ 13F-HR 06 Apr 2023, 10:15
Q4 2022 48 $156,506,402 +$32,646,579 -$10,629,729 +$22,016,850 DGRO, IVV, VO, DFAT, EFG 13F-HR 25 Jan 2023, 09:40
Q3 2022 45 $127,612,000 +$20,200,780 -$10,494,358 +$9,706,422 DGRO, IVV, VO, DFAT, QQQ 13F-HR 19 Oct 2022, 17:54
Q2 2022 35 $123,446,000 +$16,792,268 -$1,081,463 +$15,710,805 DGRO, IVV, VO, DFAT, QQQ 13F-HR 26 Jul 2022, 18:51
Q1 2022 37 $127,069,000 +$54,433,100 -$48,479,677 +$5,953,423 DGRO, IVV, VO, DFAT, QQQ 13F-HR 16 May 2022, 09:13
Q4 2021 40 $127,661,000 $0 $0 $0 DGRO, VO, IVV, ACWX, VOO 13F-HR 14 Feb 2022, 11:57