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Visa shares owned by Consilium Wealth Advisory

Quarter-by-quarter ownership of Visa (V) shares owned by Consilium Wealth Advisory from 13F filings

Historical chart of Consilium Wealth Advisory investment in Visa

Tip: Access up to 7 years of quarterly data

All positions including Visa held by Consilium Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Visa by Consilium Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $856k 2.5k 341.38
2025-06-30 $862k 2.4k 355.05

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Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core 60/40 Balan (AOR)
Trane Technologies SHS (TT)
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Wells Fargo & Company (WFC)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core Msci Euro (IEUR)
Ishares Tr Core 80/20 Aggre (AOA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Consilium Wealth Advisory

Top funds holding Visa

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
FMR
Geode Capital Management
TCI Fund Management
Capital World Investors
Capital Research and Management Company - Division 3
Alliancebernstein
Northern Trust
Goldman Sachs Group
Jpmorgan Chase & Co
Charles Schwab Investment Management
UBS Group

View all funds holding Visa