Consilium Wealth Advisory, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1904906
FRISCO, TX
Position in AOA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$7,979,873
+$1,755,487 QoQ
Shares Held
81,761
+16.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.89%
of 13F equity value
Holder Rank
#11
of 122 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,979,873 | 81,761 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,224,386 | 70,340 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $6,052,464 | 67,580 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $5,757,481 | 65,322 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $5,392,393 | 64,657 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $4,848,646 | 63,381 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $4,519,530 | 58,994 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $4,656,558 | 59,011 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $4,338,511 | 58,017 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $4,280,954 | 58,276 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,965,679 | 57,432 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $3,478,744 | 54,792 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $3,675,169 | 55,399 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $3,169,579 | 49,844 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $2,848,581 | 47,675 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,855,730 | 51,501 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $2,839,624 | 47,414 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $5,799,991 | 84,131 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $6,660,117 | 91,460 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||