Fund Universe

Consilium Wealth Advisory, LLC

CIK 0001904906 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.462
AUM ($M)
337
Positions
101
Turnover
0.09
Top-10 wt
53%
Herfindahl
0.041
History (qtrs)
6
Excess Return

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Quarter
Activity this period
Security type

Holdings · 111 positions · portfolio value $337M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
DFAI funds › DIMENSIONAL ETF TRUST ADD 11.0% -0.5% 36.9 894,894 +36,297 5
AOR funds › ISHARES TR ADD 9.5% +0.2% 31.9 458,638 +36,730 5
TT funds › TRANE TECHNOLOGIES PLC TRIM 6.5% +0.1% 21.8 44,437 -91 5
AAPL funds › APPLE INC TRIM 6.3% -0.4% 21.3 73,720 -3,674 5
NVDA funds › NVIDIA CORPORATION TRIM 4.2% -0.2% 14.0 70,213 -3,004 5
WFC funds › WELLS FARGO & CO TRIM 3.8% -0.4% 12.7 153,470 -1,026 5
VTI funds › VANGUARD INDEX FDS TRIM 3.2% -0.4% 10.9 29,581 -3,943 5
SCHX funds › SCHWAB STRATEGIC TR ADD 3.1% +0.2% 10.4 353,163 +17,955 5
GOOGL funds › ALPHABET INC ADD 2.9% +0.4% 9.9 27,607 +1,932 5
IEUR funds › ISHARES TR ADD 2.7% -0.1% 8.9 118,876 +5,386 5
MU funds › MICRON TECHNOLOGY INC TRIM 2.4% +1.6% 8.1 6,977 -294 5
BIV funds › VANGUARD BD INDEX FDS ADD 2.4% -0.3% 8.1 104,958 +2,085 5
AOA funds › ISHARES TR ADD 2.4% +0.2% 8.0 81,761 +11,421 5
MSFT funds › MICROSOFT CORP ADD 2.0% -0.1% 6.8 18,196 +1,620 5
AMZN funds › AMAZON COM INC TRIM 1.9% -0.0% 6.5 27,238 -108 5
IFRA funds › ISHARES TR ADD 1.7% +0.1% 5.9 93,051 +9,391 5
BSV funds › VANGUARD BD INDEX FDS ADD 1.6% -0.2% 5.4 68,912 +1,538 5
AVGO funds › BROADCOM INC TRIM 1.4% -0.1% 4.8 12,713 -1,543 5
LLY funds › ELI LILLY & CO TRIM 1.3% +0.2% 4.5 3,713 -9 5
AMAT funds › APPLIED MATLS INC TRIM 1.3% +0.5% 4.4 6,119 -924 5
JPM funds › JPMORGAN CHASE & CO TRIM 1.3% -0.3% 4.3 13,115 -2,495 5
SNDK funds › SANDISK CORP ADD 1.1% +0.8% 3.7 1,628 +334 2
AOM funds › ISHARES TR TRIM 1.1% -0.2% 3.6 71,955 -4,672 5
META funds › META PLATFORMS INC TRIM 1.0% -0.5% 3.5 6,250 -1,468 5
SPY funds › STATE STR SPDR S&P 500 ETF T ADD 1.0% +0.0% 3.4 4,613 +13 5
GE funds › GE AEROSPACE TRIM 1.0% -0.1% 3.3 8,939 -1,942 5
LRCX funds › LAM RESEARCH CORP TRIM 0.9% +0.4% 3.2 7,368 -90 5
GEV funds › GE VERNOVA INC TRIM 0.9% -0.1% 3.1 2,665 -715 5
AMD funds › ADVANCED MICRO DEVICES INC TRIM 0.9% +0.5% 3.0 5,170 -73 5
WMT funds › WALMART INC ADD 0.9% -0.2% 3.0 26,142 +313 5
SCHA funds › SCHWAB STRATEGIC TR ADD 0.9% +0.1% 2.9 80,153 +10 5
CAT funds › CATERPILLAR INC ADD 0.8% +0.4% 2.6 2,406 +734 5
C funds › CITIGROUP INC TRIM 0.7% +0.0% 2.4 17,390 -212 5
VNQ funds › VANGUARD INDEX FDS NEW 0.7% +0.7% 2.3 23,406 +23,406 1
JNJ funds › JOHNSON & JOHNSON ADD 0.7% +0.2% 2.2 8,793 +2,973 5
GOOG funds › ALPHABET INC ADD 0.7% +0.1% 2.2 6,243 +88 5
PWR funds › QUANTA SVCS INC TRIM 0.6% +0.1% 1.9 2,628 -60 3
UNH funds › UNITEDHEALTH GROUP INC ADD 0.5% +0.3% 1.8 4,385 +1,868 5
COST funds › COSTCO WHOLESALE CORPORATION ADD 0.5% -0.1% 1.7 1,866 +26 5
ABBV funds › ABBVIE INC ADD 0.5% +0.2% 1.5 6,149 +3,141 5
LIN funds › LINDE PLC TRIM 0.4% -0.1% 1.5 2,845 -44 5
BAC funds › BANK OF AMER CORP ADD 0.4% +0.3% 1.4 24,926 +14,968 5
AOK funds › ISHARES TR TRIM 0.4% -0.1% 1.3 31,827 -4,623 5
CVX funds › CHEVRON CORPORATION ADD 0.4% -0.1% 1.3 7,780 +263 5
V funds › VISA INC ADD 0.3% -0.0% 1.1 3,309 +2 5
UBER funds › UBER TECHNOLOGIES INC ADD 0.3% +0.1% 1.1 15,657 +6,327 5
SHV funds › ISHARES TR ADD 0.3% -0.0% 1.1 9,972 +847 5
JEPQ funds › J P MORGAN EXCHANGE TRADED F ADD 0.3% -0.0% 1.1 17,196 +246 5
BOND funds › PIMCO ETF TR HOLD 0.3% -0.0% 1.1 11,450 +0 5
AAL funds › AMERICAN AIRLINES GROUP INC ADD 0.3% +0.1% 1.0 56,997 +432 2
MPC funds › MARATHON PETE CORP ADD 0.3% -0.0% 1.0 3,991 +48 2
PNC funds › PNC FINL SVCS GROUP INC TRIM 0.3% -0.0% 1.0 4,057 -184 4
KEY funds › KEYCORP ADD 0.3% +0.1% 1.0 42,555 +17,228 2
IWO funds › ISHARES TR HOLD 0.3% +0.0% 1.0 2,416 +0 5
EFA funds › ISHARES TR HOLD 0.3% -0.0% 0.9 9,061 +0 5
SCHB funds › SCHWAB STRATEGIC TR HOLD 0.3% +0.0% 0.9 32,405 +0 5
VOO funds › VANGUARD INDEX FDS HOLD 0.3% +0.0% 0.9 1,363 +0 5
NOW funds › SERVICENOW INC NEW 0.3% +0.3% 0.9 9,352 +9,352 1
TSLA funds › TESLA INC NEW 0.3% +0.3% 0.9 2,182 +2,182 1
DBEU funds › DBX ETF TR HOLD 0.3% -0.0% 0.9 16,924 +0 5
AIG funds › AMERICAN INTL GROUP INC NEW 0.3% +0.3% 0.9 11,977 +11,977 1
HYG funds › ISHARES TR ADD 0.2% +0.0% 0.8 10,446 +2,941 5
KKR funds › KKR & CO INC ADD 0.2% -0.0% 0.8 8,556 +57 5
MA funds › MASTERCARD INCORPORATED HOLD 0.2% -0.0% 0.7 1,421 +0 5
BA funds › BOEING CO TRIM 0.2% -0.0% 0.7 3,358 -28 5
QQQ funds › INVESCO QQQ TR TRIM 0.2% +0.0% 0.6 858 -47 5
FANG funds › DIAMONDBACK ENERGY INC HOLD 0.2% -0.1% 0.6 3,581 +0 5
IWM funds › ISHARES TR HOLD 0.2% +0.0% 0.6 2,084 +0 5
PLTR funds › PALANTIR TECHNOLOGIES INC ADD 0.2% -0.1% 0.6 5,332 +190 5
HON funds › HONEYWELL INTL INC NEW 0.2% +0.2% 0.6 2,593 +2,593 1
DE funds › DEERE & CO ADD 0.2% +0.0% 0.6 911 +37 5
HONA funds › HONEYWELL AEROSPACE INC NEW 0.2% +0.2% 0.6 2,574 +2,574 1
PG funds › PROCTER & GAMBLE CO ADD 0.2% -0.0% 0.6 3,766 +12 5
FITB funds › FIFTH THIRD BANCORP HOLD 0.1% +0.0% 0.5 8,909 +0 2
EEM funds › ISHARES TR HOLD 0.1% +0.0% 0.5 7,325 +0 5
RTX funds › RTX CORPORATION TRIM 0.1% -0.5% 0.5 2,634 -7,750 5
MAR funds › MARRIOTT INTL INC NEW HOLD 0.1% -0.0% 0.5 1,221 +0 5
JEPI funds › J P MORGAN EXCHANGE TRADED F HOLD 0.1% -0.0% 0.4 7,911 +0 5
HD funds › HOME DEPOT INC ADD 0.1% -0.0% 0.4 1,222 +24 5
AMGN funds › AMGEN INC TRIM 0.1% -0.4% 0.4 1,145 -3,136 5
EMLC funds › VANECK ETF TRUST HOLD 0.1% -0.0% 0.4 15,800 +0 5
EPD funds › ENTERPRISE PRODS PARTNERS L HOLD 0.1% -0.0% 0.4 10,730 +0 5
PANW funds › PALO ALTO NETWORKS INC NEW 0.1% +0.1% 0.4 1,090 +1,090 1
ETN funds › EATON CORP PLC ADD 0.1% +0.0% 0.4 871 +54 5
IR funds › INGERSOLL RAND INC ADD 0.1% -0.0% 0.4 4,503 +1 5
MCD funds › MCDONALDS CORP TRIM 0.1% -0.0% 0.4 1,364 -92 5
APA funds › APA CORPORATION HOLD 0.1% -0.1% 0.4 11,165 +0 5
SCHF funds › SCHWAB STRATEGIC TR HOLD 0.1% -0.0% 0.4 12,718 +0 5
CSCO funds › CISCO SYS INC HOLD 0.1% +0.0% 0.3 2,825 +0 2
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC HOLD 0.1% +0.0% 0.3 683 +0 2
INTC funds › INTEL CORP NEW 0.1% +0.1% 0.3 2,320 +2,320 1
ET funds › ENERGY TRANSFER L P HOLD 0.1% -0.0% 0.3 16,000 +0 5
PM funds › PHILIP MORRIS INTL INC ADD 0.1% +0.0% 0.3 1,611 +154 2
NEE funds › NEXTERA ENERGY INC ADD 0.1% -0.0% 0.3 3,178 +19 4
IBM funds › INTERNATIONAL BUSINESS MACHS ADD 0.1% +0.0% 0.3 955 +39 2
AXP funds › AMERICAN EXPRESS CO HOLD 0.1% -0.0% 0.3 758 +0 5
SO funds › SOUTHERN CO HOLD 0.1% -0.0% 0.3 2,618 +0 2
MRK funds › MERCK & CO INC ADD 0.1% -0.0% 0.2 1,831 +120 2
USB funds › US BANCORP NEW 0.1% +0.1% 0.2 3,823 +3,823 1
SBUX funds › STARBUCKS CORP TRIM 0.1% -0.0% 0.2 2,243 -66 2
SGOV funds › ISHARES TR TRIM 0.1% -0.0% 0.2 2,013 -445 5
CUSIP:438516106 funds › HONEYWELL INTL INC EXIT 0.0% -0.1% 0.0 0 -1,150 0
CUSIP:30231G102 funds › EXXON MOBIL CORP EXIT 0.0% -0.1% 0.0 0 -1,315 0
CRM funds › SALESFORCE INC EXIT 0.0% -0.3% 0.0 0 -5,386 0
LMT funds › LOCKHEED MARTIN CORP EXIT 0.0% -0.1% 0.0 0 -377 0
GLD funds › SPDR GOLD TR EXIT 0.0% -1.9% 0.0 0 -13,035 0
BRKB funds › BERKSHIRE HATHAWAY INC DEL EXIT 0.0% -0.3% 0.0 0 -1,680 0
NFLX funds › NETFLIX INC. EXIT 0.0% -0.2% 0.0 0 -7,039 0
PDI funds › PIMCO DYNAMIC INCOME FD EXIT 0.0% -0.1% 0.0 0 -10,000 0
ICE funds › INTERCONTINENTAL EXCHANGE IN EXIT 0.0% -0.1% 0.0 0 -2,466 0
BKNG funds › BOOKING HOLDINGS INC EXIT 0.0% -0.3% 0.0 0 -207 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 337 101 0.09 53% 0.041 0.461 in
2026Q1 293 102 0.11 54% 0.043 0.425 in
2025Q4 271 94 0.06 54% 0.039 0.472 in
2025Q3 259 95 0.06 54% 0.038 0.469 in
2025Q2 237 95 0.16 55% 0.039 0.305 entered
2025Q1 199 88 0.00 52% 0.038 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status