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Consilio Wealth Advisors, LLC

SEC CIK
0001908944
Latest filing
Aug 10, 2026

COF holding history

Capital One Financial Corp 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.

COF overviewAll 13F holders of COFFull Q2 2026 holdings

Shares (Q2 2026)
1,341
Value
$269.0K
% of portfolio
0.1%
Quarters held
5
Since Q2 2025
Holdings of COF by Consilio Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,341$269.0K0.1%+21+1.6%AddedHolders
Q1 20261,320$240.8K0.1%+85+6.9%AddedHolders
Q4 20251,235$299.2K0.1%−5−0.4%ReducedHolders
Q3 20251,240$263.5K0.1%+18+1.5%AddedHolders
Q2 20251,222$257.8K0.1%+1,222NewHolders