Consilium Wealth Advisory, LLC

Position in BA — Boeing Co

CIK 1904906 FRISCO, TX

Position in BA

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$726,906

+$52,991 QoQ

Shares Held

3,358

-0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#1,333

of 2,609 holders

Holding Since

Dec 2021

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Consilium Wealth Advisory, LLC holds $5,136,485 across 4 Aerospace & Defense names. BA ranks #2 (14.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	8,939	$3,340,772
2	BA	Boeing Co This page	3,358	$726,906
3	HONA	Honeywell Aerospace Inc.	2,574	$569,059
4	RTX	RTX Corp	2,634	$499,748

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$726,906	3,358	-0.8%	Shares	Sole	2026-08-11
2026-03-31	$673,915	3,386	+9.9%	Shares	Sole	2026-04-20
2025-12-31	$669,163	3,082	+5.1%	Shares	Sole	2026-01-26
2025-09-30	$633,029	2,933	-9.3%	Shares	Sole	2025-10-20
2025-06-30	$677,410	3,233	-5.2%	Shares	Sole	2025-07-21
2025-03-31	$581,575	3,410	-55.3%	Shares	Sole	2025-04-17
2024-03-31	$1,473,478	7,635	-2.9%	Shares	Sole	2024-04-30
2023-12-31	$2,050,351	7,866	+8.6%	Shares	Sole	2024-01-10
2023-09-30	$1,388,146	7,242	+31.9%	Shares	Sole	2023-10-10
2023-06-30	$1,159,057	5,489	-0.2%	Shares	Sole	2023-07-13
2023-03-31	$1,168,152	5,499	-9.9%	Shares	Sole	2023-04-13
2022-12-31	$1,161,989	6,100	-33.3%	Shares	Sole	2023-02-13
2022-09-30	$1,107,034	9,143	+17.2%	Shares	Sole	2022-10-12
2022-06-30	$1,066,142	7,798	-12.9%	Shares	Sole	2022-07-12
2022-03-31	$1,715,074	8,956	+18.6%	Shares	Sole	2022-04-18
2021-12-31	$1,520,167	7,551	—	Shares	Sole	2022-01-26
No filing history on record for this holder in this stock.