Consilium Wealth Advisory, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing details a portfolio consisting of 101 distinct securities, managed by Chief Compliance Officer George Townsend.
The portfolio is heavily weighted toward large-cap technology and exchange-traded funds (ETFs). The top individual holdings include NVIDIA Corporation, with 6,991 shares; Microsoft Corporation, with 18,653 shares; and Apple Inc., with 75,246 shares. Other significant positions include Alphabet Inc. Class A (27,942 shares), Broadcom Inc. (12,967 shares), and Eli Lilly & Co. (3,827 shares).
Consilium also holds substantial stakes in major financial institutions, including Wells Fargo & Co. (153,151 shares), JPMorgan Chase & Co. (13,410 shares), and Bank of America Corp. (28,087 shares). The filing lists the firm's address as 6168 Beverly Drive in Frisco, Texas.
