CONSILIO WEALTH ADVISORS, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1908944 BELLEVUE, WA

Position in WFC

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

Position Value

$284,942

+$14,985 QoQ

Shares Held

3,448

+1.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#2,234

of 2,858 holders

Holding Since

Dec 2024

7 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. WFC ranks #3 (12.0% 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 This page	3,448	$284,942
4	C	Citigroup Inc	1,917	$268,303

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$284,942	3,448	+1.7%	Shares	Sole	2026-08-10
2026-03-31	$269,957	3,391	-4.1%	Shares	Sole	2026-05-04
2025-12-31	$329,555	3,536	+0.1%	Shares	Sole	2026-03-20
2025-09-30	$295,968	3,531	+2.6%	Shares	Sole	2025-11-13
2025-06-30	$275,692	3,441	+0.9%	Shares	Sole	2025-07-29
2025-03-31	$244,732	3,409	+6.2%	Shares	Sole	2025-04-11
2024-12-31	$225,400	3,209	—	Shares	Sole	2025-01-13
No filing history on record for this holder in this stock.