Filer Snapshot

CONSILIO WEALTH ADVISORS, LLC

CIK 0001908944. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

20

Latest Filing

04 May 2026

Industry

n/a

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  • Open 13F if you want portfolio holdings.
  • Open 13D/G or insider pages only when this CIK has those rows.
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Source: SEC Form 13F

13F-HR filed on 04 May 2026 for CIK 0001908944.

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Business address
500 108 Th Avenue Ne, Suite 1100, Bellevue, WA, 98004
Top securities (13F)
ISHARES CORE S&P 500 ETF, VANGUARD FTSE DEVELOPED MARKETS ETF, MICROSOFT CORP COM, AMAZON COM INC COM, INVESCO NASDAQ 100 ETF, VANGUARD TOTAL WORLD STOCK ETF, STIP - ISHARES 0-5 YEAR TIPS BOND ETF, LQD - ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF, CGDV - CAPITAL GROUP DIVIDEND VALUE ETF, VANGUARD MID-CAP ETF, ISHARES CORE DIVIDEND GROWTH ETF, ISHARES CORE MSCI EAFE ETF, QQQ - INVESCO QQQ TRUST SERIES I, ISHARES CORE S&P MID-CAP ETF, NVIDIA CORPORATION COM, ISHARES RUSSELL 1000 ETF, APPLE INC COM, HMOP - HARTFORD MUNICIPAL OPPORTUNITIES ETF, EFG - ISHARES MSCI EAFE GROWTH ETF, and VANGUARD TOTAL BOND MARKET ETF
State of incorporation
DE
Fiscal year end
31 December

Filer intelligence

What SEC filings say about CONSILIO WEALTH ADVISORS, LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Latest parsed 13F shows $336.37M across 99 reported holdings for Q1 2026.
  • Largest parsed 13F holding: ISHARES CORE S&P 500 ETF at $65.55M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 99 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 04 May 2026

Latest update

What changed recently for CONSILIO WEALTH ADVISORS, LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

04 May 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 04 May 2026.

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Benchmark Context

Benchmark context for this company

CONSILIO WEALTH ADVISORS, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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Filer Overview

CONSILIO WEALTH ADVISORS, LLC has filed 20 SEC EDGAR filings since 14 Feb 2022. Common forms include 13F-HR, N-PX.

CONSILIO WEALTH ADVISORS, LLC SEC filings CONSILIO WEALTH ADVISORS, LLC 13F portfolio

Latest Filings

Recent SEC filings for CONSILIO WEALTH ADVISORS, LLC with direct links to document and filing folders.

13F-HR File 028-21979

13F-HR filing

Filing date
04 May 2026
Reporting date
31 Mar 2026
SEC evidence
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13F-HR File 028-21979

13F-HR filing

Filing date
20 Mar 2026
Reporting date
31 Dec 2025
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13F-HR File 028-21979

13F-HR filing

Filing date
13 Nov 2025
Reporting date
30 Sep 2025
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N-PX File 028-21979

N-PX filing

Filing date
29 Jul 2025
Reporting date
30 Jun 2025
SEC evidence
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13F-HR File 028-21979

13F-HR filing

Filing date
29 Jul 2025
Reporting date
30 Jun 2025
SEC evidence
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13F-HR File 028-21979

13F-HR filing

Filing date
11 Apr 2025
Reporting date
31 Mar 2025
SEC evidence
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13F-HR File 028-21979

13F-HR filing

Filing date
13 Jan 2025
Reporting date
31 Dec 2024
SEC evidence
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13F-HR File 028-21979

13F-HR filing

Filing date
07 Oct 2024
Reporting date
30 Sep 2024
SEC evidence
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N-PX File 028-21979

N-PX filing

Filing date
21 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
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13F-HR File 028-21979

13F-HR filing

Filing date
12 Jul 2024
Reporting date
30 Jun 2024
SEC evidence
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13F-HR File 028-21979

13F-HR filing

Filing date
18 Apr 2024
Reporting date
31 Mar 2024
SEC evidence
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13F-HR File 028-21979

13F-HR filing

Filing date
12 Jan 2024
Reporting date
31 Dec 2023
SEC evidence
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13F-HR File 028-21979

13F-HR filing

Filing date
12 Oct 2023
Reporting date
30 Sep 2023
SEC evidence
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13F-HR File 028-21979

13F-HR filing

Filing date
13 Jul 2023
Reporting date
30 Jun 2023
SEC evidence
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13F-HR File 028-21979

13F-HR filing

Filing date
06 Apr 2023
Reporting date
31 Mar 2023
SEC evidence
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13F-HR File 028-21979

13F-HR filing

Filing date
25 Jan 2023
Reporting date
31 Dec 2022
SEC evidence
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13F-HR File 028-21979

13F-HR filing

Filing date
20 Oct 2022
Reporting date
30 Sep 2022
SEC evidence
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13F-HR File 028-21979

13F-HR filing

Filing date
27 Jul 2022
Reporting date
30 Jun 2022
SEC evidence
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13F-HR File 028-21979

13F-HR filing

Filing date
16 May 2022
Reporting date
31 Mar 2022
SEC evidence
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13F-HR File 028-21979

13F-HR filing

Filing date
14 Feb 2022
Reporting date
31 Dec 2021
SEC evidence
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About this filer

CONSILIO WEALTH ADVISORS, LLC files with the SEC under CIK 0001908944. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
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