13F Insight
DOSSIER · 13F-HR · Q1 2026

Consilium Wealth Advisory, LLC

Consilium Wealth Advisory's hedge fund based in London, UK — $293M in tracked AUM across 102 positions as of Q1 2026.

CW
Consilium Wealth Advisory·London, UK·Hedge Fund
CIK 0001904906 · last filed Mar 31, 2026
Total AUM
$293M
▲ 7.0%
vs prior
Holdings
102
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
Top sector
Tech
8% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Consilium Wealth Advisory, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFAI
DIMENSIONAL ETF TRUST
$33M859K11.4%
02
AOR
ISHARES TR
$27M422K9.3%
03
AAPL
APPLE INC
$20M77K6.7%
04
G8994E103
TRANE TECHNOLOGIES PLC
$19M45K6.3%
05
NVDA
NVIDIA CORPORATION
$13M73K4.4%
06
WFC
WELLS FARGO & CO
$12M154K4.2%
07
VTI
VANGUARD INDEX FDS
$11M34K3.7%
08
SCHX
SCHWAB STRATEGIC TR
$9M335K2.9%
09
IEUR
ISHARES TR
$8M113K2.7%
10
BIV
VANGUARD BD INDEX FDS
$8M103K2.7%

Filing history

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