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Consilium Wealth Advisory, LLC

SEC CIK
0001904906
Latest filing
Aug 10, 2026

AAPL holding history

Apple Inc. in every 13F filed by Consilium Wealth Advisory, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overviewAll 13F holders of AAPLFull Q2 2026 holdings

Shares (Q2 2026)
73,720
Value
$21.3M
% of portfolio
6.3%
Quarters held
19
Since Q4 2021
Holdings of AAPL by Consilium Wealth Advisory, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202673,720$21.3M6.3%−3,674−4.7%ReducedHolders
Q1 202677,394$19.6M6.7%+8,005+11.5%AddedHolders
Q4 202569,389$18.9M7.0%+140+0.2%AddedHolders
Q3 202569,249$17.6M6.8%−1,564−2.2%ReducedHolders
Q2 202570,813$14.5M6.1%−508−0.7%ReducedHolders
Q1 202571,321$15.8M7.9%−1,276−1.8%ReducedHolders
Q4 202472,597$18.2M8.7%−108−0.1%ReducedHolders
Q3 202472,705$16.9M9.2%+735+1.0%AddedHolders
Q2 202471,970$15.2M8.3%+4,009+5.9%AddedHolders
Q1 202467,961$11.7M6.6%+863+1.3%AddedHolders
Q4 202367,098$12.9M7.8%−659−1.0%ReducedHolders
Q3 202367,757$11.6M8.1%+799+1.2%AddedHolders
Q2 202366,958$13.0M9.0%+2,067+3.2%AddedHolders
Q1 202364,891$10.7M9.1%−1,709−2.6%ReducedHolders
Q4 202266,600$8.65M7.4%−2,376−3.4%ReducedHolders
Q3 202268,976$9.53M10.6%+1,600+2.4%AddedHolders
Q2 202267,376$9.21M9.9%+656+1.0%AddedHolders
Q1 202266,720$11.7M8.3%−2,382−3.4%ReducedHolders
Q4 202169,102$12.3M8.0%–No prior filingHolders