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Consilio Wealth Advisors, LLC
Consilio Wealth Advisors, LLC is a registered investment advisor headquartered in Bellevue, Washington. Founded in March 2021, the firm operates as a Limited Liability Company incorporated in Delaware. It provides investment advisory services to individuals and high net worth clients, acting as a fiduciary with a duty of loyalty and fairness. The firm employs 10 professionals and is primarily owned and operated by Nathaniel M. Donohue and Christopher M. Kaminski.
Investment Strategy
Consilio Wealth Advisors, LLC offers fiduciary investment advisory services, focusing on portfolio management tailored to the investment objectives and goals of individuals and high net worth clients. The firm constructs diversified portfolios, manages discretionarily according to client-specific guidelines, and aims to align asset allocation and security selection with each client's risk tolerance and financial situation. Their approach emphasizes transparency, risk management, and a client-first fiduciary standard.
Latest 13F Filing Activity
Consilio Wealth Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 85 equity positions with a total 13F market value of $280M. The fund increased holdings in Microsoft Corp., Ishares TR, Ishares TR among other positions. Consilio Wealth Advisors, LLC reduced exposure to Vanguard Intl Equity Index F, Vanguard Mun BD FDS, Ishares TR among others.
Top Holdings
Equity Positions (85)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 22.96% | $64.4M | 104,257 | $480.47 | $620.90 | +$6.0M |
M MSFT | MICROSOFT CORP | 10.38% | $29.1M | 58,687 | $343.86 | $497.41 | +$10.0M |
D DGRO | ISHARES TR | 8.18% | $22.9M | 360,344 | $53.93 | $63.94 | +$969.5K |
A AMZN | AMAZON COM INC | 7.80% | $21.9M | 97,904 | $162.31 | $219.39 | +$3.4M |
Q QQQ | INVESCO QQQ TR | 6.44% | $18.1M | 32,955 | $355.16 | $551.64 | +$2.8M |
Industry Allocation
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