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Cliff A. Demarest

Consilium Wealth Advisory, Llc

Assets Managed
$293.171M
Holdings
102
Last Quarter
2026 - Q1
Filed Date
1mo 6d ago
Growth Rate
8.18%(2Q avg: 6.37%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Consilium Wealth Advisory, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 102 positions.

Assets under management

The assets under management (AUM) of Consilium Wealth Advisory, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 293.171M in assets, with a quarterly growth rate of 8.18% and a 2-quarter average growth rate of 6.37%. The portfolio is managed by Cliff A. Demarest, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAI
Dimensional International Co
Recent Activity
Increased 34.12%
11.42%
$33.451M
858,597 shares@ $38.96 avg price
AOR
Ishares Core Growth Allocati
Recent Activity
Increased 32.15%
9.27%
$27.15M
421,908 shares@ $64.35 avg price
AAPL
Apple Inc
Recent Activity
Increased 11.54%
6.7%
$19.642M
77,394 shares@ $253.8 avg price
TT
Trane Technologies Plc
Recent Activity
Decreased -1.7%
6.33%
$18.557M
44,528 shares@ $416.75 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 7.43%
4.36%
$12.769M
73,217 shares@ $174.41 avg price
WFC
Wells Fargo & Co
Recent Activity
Decreased -7.15%
4.2%
$12.299M
154,496 shares@ $79.62 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 4.01%
3.67%
$10.755M
33,524 shares@ $320.81 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Decreased -5.33%
2.94%
$8.595M
335,208 shares@ $25.64 avg price
IEUR
Ishares Core Msci Europe Etf
Recent Activity
Increased 2.52%
2.73%
$7.975M
113,490 shares@ $70.27 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Increased 2.58%
2.71%
$7.94M
102,873 shares@ $77.18 avg price

1-10 of 102