CONSILIO WEALTH ADVISORS, LLC

RIA/Wealth

CONSILIO WEALTH ADVISORS, LLC is a RIA/Wealth based in Bellevue, WA led by Christopher Michael Kaminski, reporting $458.0M in AUM as of Q3 2025 with 68% ETF concentration, 72% concentrated in top 10 holdings, and 23% allocation to IVV.

PartnerChristopher Michael Kaminski

Portfolio Value: $304.3M
Positions: 96
Top Holding: IVV at 22.94%
Last Reported: Q3 2025

Address500 108th Avenue Ne, Suite 1100, Bellevue, WA, 98004, United States

Top Holdings

Largest long holdings in CONSILIO WEALTH ADVISORS, LLC's portfolio (72.1% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P 500 ETF IVV	ETF ETF	$69.8M	22.94%	+$47.5K Bought	— 104.3K shares	Q4 2021 Held for 3y 11m
2 Microsoft MSFT	Software - Infrastructure Technology	$30.5M	10.03%	+$139.3K Bought	0.00% 59.0K shares	Q4 2021 Held for 3y 11m
3 iShares Core Dividend Growth DGRO	ETF ETF	$24.6M	8.10%	+$116.8K Bought	— 362.1K shares	Q4 2021 Held for 3y 11m
4 Amazon AMZN	Specialty Retail Consumer Cyclical	$21.4M	7.03%	-$94.4K Sold	0.00% 97.5K shares	Q4 2021 Held for 3y 11m
5 Invesco QQQ Trust QQQ	ETF ETF	$19.7M	6.48%	-$71.4K Sold	— 32.8K shares	Q1 2022 Held for 3y 8m
6 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$15.1M	4.95%	+$826.3K Bought	— 231.0K shares	Q4 2021 Held for 3y 11m
7 Vanguard Total World Stock VT	ETF ETF	$13.9M	4.55%	+$210.7K Bought	— 100.6K shares	Q3 2022 Held for 3y 2m
8 Vanguard Mid-Cap Fund VO	ETF ETF	$10.8M	3.56%	-$69.0K Sold	— 36.9K shares	Q4 2021 Held for 3y 11m
9 iShares Core MSCI EAFE ETF IEFA	ETF ETF	$7.9M	2.59%	-$69.8K Sold	— 90.4K shares	Q2 2025 Held for 5 months
10 Nvidia NVDA	Semiconductors Technology	$5.8M	1.90%	+$155.8K Bought	0.00% 30.9K shares	Q4 2022 Held for 2y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in CONSILIO WEALTH ADVISORS, LLC's latest filing

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Market Value

$304.3M

Prior: $280.4M

Q/Q Change

+8.56%

+$24.0M

Net Flows % of MV

+0.734%

Turnover Ratio

1.58%

New Purchases

6 stocks

$1.4M

Added To

51 stocks

+$2.9M

Sold Out Of

2 stocks

$454.4K

Reduced Holdings

23 stocks

-$1.6M

Increased Positions

Position	Shares Δ	Change
1 iShares iBoxx $ Investment Grade Corporate Bond LQD	New	0 → 2.7K +$301.1K
2 Micron Technology MU	New	0 → 1.6K +$266.5K
3 Lam Research LRCX	New	0 → 1.8K +$244.1K
4 KLA Corporation KLAC	New	0 → 200.0 +$215.7K
5 iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB	New	0 → 3.8K +$206.6K

Decreased Positions

Position	Shares Δ	Change
1 Intuitive Surgical ISRG	Sold	450.0 → 0 −$240.2K
2 Boston Scientific BSX	Sold	2.0K → 0 −$214.2K
3 NetApp NTAP	-51.9%	8.6K → 4.1K −$528.5K
4 Procter & Gamble PG	-13.13%	2.1K → 1.9K −$43.2K
5 Vanguard S&P 500 ETF VOO	-12.28%	6.3K → 5.5K −$474.0K