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CIK: 0002052759
Total reported value
$242.7M
$242.7M
88 檔
25.0%
As reported in its official Q2 2026 Form 13F filing, Councilor Wealth, LLC's tracked investment portfolio stood at $242.7M with 88 total positions.
In Q2 2026, Councilor Wealth, LLC displayed an active expansion posture, initiating 6 new positions and adding to 38 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 6.20% | -0.11% | -1.10% | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-Other | 5.23% | -0.11% | +310.23% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.72% | -0.42% | -0.88% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.56% | +0.19% | -2.37% | |
| 5 | VV | Vanguard Large-cap ETF | ETF-Other | 3.88% | +0.20% | +7.59% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 3.78% | +0.29% | +8.75% | |
| 7 | SCHV | Schwab US Large-cap Value | ETF-Other | 3.73% | -0.22% | -3.48% | |
| 8 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 3.71% | -0.29% | -0.38% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.44% | +0.24% | — | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 3.09% | — | +1.64% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 2.97% | +0.38% | +547.72% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-Other | 2.81% | -0.20% | +4.12% | |
| 13 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 2.61% | -0.18% | +0.10% | |
| 14 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 2.49% | -0.11% | -0.07% | |
| 15 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 2.36% | -0.10% | -1.30% | |
| 16 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 2.30% | -0.28% | -4.56% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.29% | -0.24% | -1.58% | |
| 18 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.12% | -0.29% | -4.15% | |
| 19 | IQLT | Ishares Msci International Q | ETF-Other | 2.10% | -0.12% | +5.57% | |
| 20 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 2.06% | -0.30% | -6.40% | |
| 21 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.98% | -0.36% | -5.86% | |
| 22 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.91% | -0.17% | -1.79% | |
| 23 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.84% | -0.11% | +3.10% | |
| 24 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 1.80% | -0.20% | -5.44% | |
| 25 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.72% | -0.16% | -2.78% | |
| 26 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 1.50% | +0.08% | +46.16% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.34% | +0.05% | — | |
| 28 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.25% | -0.02% | — | |
| 29 | AAPL | Apple Inc | Stock-Tech | 1.25% | +0.17% | +4.40% | |
| 30 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 1.11% | -0.20% | -8.90% | |
| 31 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 1.05% | -0.04% | +52.93% | |
| 32 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.04% | +0.03% | +0.04% | |
| 33 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.92% | +0.70% | +33.22% | |
| 34 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.77% | -0.02% | -5.65% | |
| 35 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.66% | -0.02% | +0.09% | |
| 36 | ILCB | Ishares Morningstar U.s. Equ | ETF-Other | 0.65% | +0.02% | — | |
| 37 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.55% | -0.05% | +89.23% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | +0.03% | +0.06% | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.50% | -0.04% | -0.72% | |
| 40 | TBLL | Invesco Short Term Treasury | ETF-Gov Bonds | 0.48% | +0.01% | +3.32% | |
| 41 | VHT | Vanguard Health Care ETF | ETF-Other | 0.45% | +0.04% | +0.03% | |
| 42 | LRCX | Lam Research CORP | Stock-Tech | 0.44% | -0.10% | -13.19% | |
| 43 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.44% | -0.05% | +0.53% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.43% | +0.01% | +6.51% | |
| 45 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.42% | +0.03% | +700.55% | |
| 46 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.41% | +0.01% | -10.86% | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.40% | +0.02% | +12.41% | |
| 48 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.39% | +0.01% | +0.01% | |
| 49 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.33% | -0.03% | -3.04% | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.33% | -0.04% | — |
According to official SEC Form 13F filings, Councilor Wealth, LLC reported a total U.S. public equity portfolio value of $242.7M across 88 disclosed positions in Q2 2026.
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In terms of portfolio concentration, the top 5 core holdings (including SCHX, VO, IJR) accounted for 25.0% of total reported equity market value during Q2 2026.
Top New Position Initiated
QQQ
市值: $8.5M
Top Position Liquidated / Trimmed
GLD
前期市值: $228.9K
During Q2 2026, Councilor Wealth, LLC's top holdings by market value included SCHX (6.2%)、VO (5.2%)、IJR (4.7%). The largest single position, SCHX, represented 6.2% of total portfolio value.
In Q2 2026, Councilor Wealth, LLC made 74 total portfolio adjustments, initiating 6 new buys, adding to 38 positions, trimming 28 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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