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Consilio Wealth Advisors, LLC

SEC CIK
0001908944
Latest filing
Aug 10, 2026

META holding history

Meta Platforms, 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.

META overviewAll 13F holders of METAFull Q2 2026 holdings

Shares (Q2 2026)
6,327
Value
$3.56M
% of portfolio
0.9%
Quarters held
18
Since Q1 2022
Holdings of META by Consilio Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,327$3.56M0.9%+27+0.4%AddedHolders
Q1 20266,300$3.60M1.1%−394−5.9%ReducedHolders
Q4 20256,694$4.42M1.3%+192+3.0%AddedHolders
Q3 20256,502$4.78M1.6%+61+0.9%AddedHolders
Q2 20256,441$4.72M1.7%+114+1.8%AddedHolders
Q1 20256,327$3.65M1.5%−295−4.5%ReducedHolders
Q4 20246,622$3.88M1.6%+388+6.2%AddedHolders
Q3 20246,234$3.57M1.5%+1,179+23.3%AddedHolders
Q2 20245,055$2.55M1.1%+1,018+25.2%AddedHolders
Q1 20244,037$1.96M0.9%−617−13.3%ReducedHolders
Q4 20234,654$1.65M0.8%+365+8.5%AddedHolders
Q3 20234,289$1.29M0.8%−62−1.4%ReducedHolders
Q2 20234,351$1.25M0.7%+1,086+33.3%AddedHolders
Q1 20233,265$692.0K0.4%−10.0%ReducedHolders
Q4 20223,266$393.1K0.3%+615+23.2%AddedHolders
Q3 20222,651$360.0K0.3%+873+49.1%AddedHolders
Q2 20221,778$287.0K0.2%−108−5.7%ReducedHolders
Q1 20221,886$419.0K0.3%+1,886NewHolders