StockDriftsStockDriftsTop 50 Consilium Wealth Advisory, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAI | DIMENSIONAL ETF TRUST | 11.41% | 858.6K | $33.5M | +34.12%(+218.41K) | $29.94(+39.07%) | 2026-03-31 | |
| AOR | ISHARES TR | 9.26% | 421.9K | $27.1M | +32.15%(+102.64K) | $54.58(+26.01%) | 2026-03-31 | |
| AAPL | APPLE INC | 6.7% | 77.4K | $19.6M | +11.54%(+8.01K) | $172.36(+73.40%) | 2026-03-31 | |
| TT | TRANE TECHNOLOGIES PLC | 6.33% | 44.5K | $18.6M | -1.71%(-773) | $379.17(+24.22%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.36% | 73.2K | $12.8M | +7.43%(+5.06K) | $46.05(+390.39%) | 2026-03-31 | |
| WFC | WELLS FARGO & CO | 4.2% | 154.5K | $12.3M | -7.15%(-11.91K) | $49.38(+48.92%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 3.67% | 33.5K | $10.8M | +4.00%(+1.29K) | $254.79(+43.14%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 2.93% | 335.2K | $8.6M | -5.34%(-18.91K) | $16.47(+77.13%) | 2026-03-31 | |
| IEUR | ISHARES TR | 2.72% | 113.5K | $8.0M | +2.52%(+2.79K) | $55.31(+35.08%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 2.71% | 102.9K | $7.9M | +2.57%(+2.58K) | $76.68(-0.07%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.45% | +57.91% |
| Top 20 Holdings Unweighted | +19.65% | +71.28% |
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