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Consilio Wealth Advisors, LLC

SEC CIK
0001908944
Latest filing
Aug 10, 2026

AAPL holding history

Apple Inc. in every 13F filed by Consilio Wealth Advisors, 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)
18,695
Value
$5.41M
% of portfolio
1.3%
Quarters held
19
Since Q4 2021
Holdings of AAPL by Consilio Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,695$5.41M1.3%+256+1.4%AddedHolders
Q1 202618,439$4.68M1.4%+152+0.8%AddedHolders
Q4 202518,287$4.97M1.5%−100−0.5%ReducedHolders
Q3 202518,387$4.68M1.5%+1,131+6.6%AddedHolders
Q2 202517,256$3.47M1.2%−247−1.4%ReducedHolders
Q1 202517,503$3.89M1.6%+165+1.0%AddedHolders
Q4 202417,338$4.34M1.8%+192+1.1%AddedHolders
Q3 202417,146$3.99M1.6%+3,324+24.0%AddedHolders
Q2 202413,822$2.91M1.3%+941+7.3%AddedHolders
Q1 202412,881$2.21M1.0%+347+2.8%AddedHolders
Q4 202312,534$2.41M1.2%+2,746+28.1%AddedHolders
Q3 20239,788$1.69M1.0%+112+1.2%AddedHolders
Q2 20239,676$1.88M1.0%+222+2.3%AddedHolders
Q1 20239,454$1.56M0.9%+180+1.9%AddedHolders
Q4 20229,274$1.21M0.8%+1,794+24.0%AddedHolders
Q3 20227,480$1.03M0.8%+4,793+178.4%AddedHolders
Q2 20222,687$367.0K0.3%+700+35.2%AddedHolders
Q1 20221,987$347.0K0.3%−34−1.7%ReducedHolders
Q4 20212,021$359.0K0.3%–No prior filingHolders