CONSILIUM WEALTH ADVISORY, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WFC | 154K | $12.30M |
 | AAPL | 77K | $19.64M |
 | NVDA | 73K | $12.77M |
 | AAL | 57K | $607.51K |
 | TT | 45K | $18.56M |
 | AMZN | 27K | $5.70M |
 | WMT | 26K | $3.21M |
 | GOOGL | 26K | $7.38M |
 | KEY | 25K | $507.81K |
 | C | 18K | $2.00M |
 | MSFT | 17K | $6.14M |
 | ET | 16K | $308.80K |
 | JPM | 16K | $4.59M |
 | AVGO | 14K | $4.41M |
 | APA | 11K | $473.83K |
 | GE | 11K | $3.09M |
 | EPD | 11K | $406.02K |
 | RTX | 10K | $2.00M |
 | BAC | 10K | $485.46K |
 | UBER | 9K | $671.11K |
Wells Fargo & Company
WFC
Shares Held
154K
Value
$12.30M
Apple Inc.
AAPL
Shares Held
77K
Value
$19.64M
NVIDIA Corporation
NVDA
Shares Held
73K
Value
$12.77M
American Airlines Group Inc.
AAL
Shares Held
57K
Value
$607.51K
Trane Technologies plc
TT
Shares Held
45K
Value
$18.56M
Amazon.com, Inc.
AMZN
Shares Held
27K
Value
$5.70M
Walmart Inc.
WMT
Shares Held
26K
Value
$3.21M
Alphabet Inc.
GOOGL
Shares Held
26K
Value
$7.38M
KeyCorp
KEY
Shares Held
25K
Value
$507.81K
Citigroup Inc.
C
Shares Held
18K
Value
$2.00M
Microsoft Corporation
MSFT
Shares Held
17K
Value
$6.14M
Energy Transfer LP
ET
Shares Held
16K
Value
$308.80K
JPMorgan Chase & Co.
JPM
Shares Held
16K
Value
$4.59M
Broadcom Inc.
AVGO
Shares Held
14K
Value
$4.41M
APA Corporation
APA
Shares Held
11K
Value
$473.83K
GE Aerospace
GE
Shares Held
11K
Value
$3.09M
Enterprise Products Partners L.P.
EPD
Shares Held
11K
Value
$406.02K
RTX Corporation
RTX
Shares Held
10K
Value
$2.00M
Bank of America Corporation
BAC
Shares Held
10K
Value
$485.46K
Uber Technologies, Inc.
UBER
Shares Held
9K
Value
$671.11K