CONSILIO WEALTH ADVISORS, LLC

Position in C — Citigroup Inc

CIK 1908944 BELLEVUE, WA

Position in C

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$268,303

+$53,278 QoQ

Shares Held

1,917

+1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#2,104

of 2,621 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

CONSILIO WEALTH ADVISORS, LLC holds $2,373,421 across 4 Banks - Diversified names. C ranks #4 (11.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	3,994	$1,307,356
2	BAC	Bank Of America Corp /De/	9,000	$512,820
3	WFC	Wells Fargo & Company/Mn	3,448	$284,942
4	C	Citigroup Inc This page	1,917	$268,303

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$268,303	1,917	+1.1%	Shares	Sole	2026-08-10
2026-03-31	$215,025	1,896	+0.3%	Shares	Sole	2026-05-04
2025-12-31	$220,660	1,891	—	Shares	Sole	2026-03-20
No filing history on record for this holder in this stock.