• 13F History

Consilium Wealth Advisory, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 17, 2025
Value $
$199M
Signature - Title
Cliff A. Demarest - CCO
Location
Richardson, 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 88 stock holdings with total value $199M as of Q1 2025. Top holdings included AOR, DFAI, AAPL, WFC, and VTI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 88 $199M +$9.16M -$13.6M -$4.47M AOR, DFAI, AAPL, WFC, VTI 13F-HR 4/17/2025, 04:21 PM
Q4 2024 87 $210M +$41.3M -$9.74M +$31.6M AAPL, AOR, DFAI, WFC, NVDA 13F-HR 2/5/2025, 09:28 AM
Q3 2024 87 $183M +$15.6M -$20.6M -$4.98M AOR, AAPL, DFAI, NVDA, WFC 13F-HR 10/30/2024, 02:06 PM
Q2 2024 86 $183M +$20.2M -$13M +$7.18M AOR, DFAI, AAPL, NVDA, WFC 13F-HR 8/1/2024, 04:00 PM
Q1 2024 83 $178M +$8.51M -$10.8M -$2.32M AOR, DFAI, AAPL, WFC, NVDA 13F-HR 4/30/2024, 09:55 AM
Q4 2023 85 $166M +$15.7M -$7.12M +$8.55M AOR, DFAI, AAPL, WFC, SCHA 13F-HR 1/10/2024, 03:18 PM
Q3 2023 83 $143M +$8.42M -$4.08M +$4.34M AOR, DFAI, AAPL, WFC, SCHE 13F-HR 10/10/2023, 04:10 PM
Q2 2023 81 $144M +$29M -$9.36M +$19.6M AOR, AAPL, DFAI, WFC, SCHX 13F-HR 7/13/2023, 03:43 PM
Q1 2023 75 $117M +$8.06M -$13.1M -$5M DFAI, AAPL, JEPI, WFC, AOR 13F-HR 4/13/2023, 01:47 PM
Q4 2022 75 $117M +$27.4M -$6.16M +$21.2M SCHX, DFAI, AAPL, WFC, AOR 13F-HR 2/13/2023, 03:37 PM
Q3 2022 67 $89.7M +$15.8M -$5.1M +$10.7M AAPL, WFC, AOR, SCHX, SCHA 13F-HR 10/12/2022, 02:09 PM
Q2 2022 71 $92.9M +$5.58M -$21.3M -$15.7M AAPL, WFC, IEUR, SCHX, VNQ 13F-HR 7/12/2022, 04:20 PM
Q1 2022 83 $140M +$14.8M -$9.28M +$5.56M IEUR, AAPL, WFC, SCHX, FNDX 13F-HR 4/18/2022, 04:30 PM
Q4 2021 87 $154M IEUR, SCHX, AAPL, WFC, SCHA 13F-HR 1/26/2022, 01:06 PM