Councilor Wealth, LLC
CIK 0002052759 · BETHESDA, MD · Quarter end: 2026-06-30 · Filed on: 2026-07-21 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$247.2M
2026 Q2
Positions
88
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
42.4%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SCHX
SCHWAB STRATEGIC TR
6.2%
VO
VANGUARD INDEX FDS
5.2%
IJR
ISHARES TR
4.7%
SCHG
SCHWAB STRATEGIC TR
4.6%
VV
VANGUARD INDEX FDS
3.9%
VTV
VANGUARD INDEX FDS
3.8%
SCHV
SCHWAB STRATEGIC TR
3.7%
IJS
ISHARES TR
3.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.