Councilor Wealth, LLC

CIK 0002052759 • 1 13F filing • Jul 21, 2026 – Jul 21, 2026

Import this data to Google Sheets with:

=jivedata("councilor-wealth-llc-0002052759-filer","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: May Barnhard Investments LLC, CHIEF COMPLIANCE OFFICER
Address: 7910 WOODMONT AVENUE, SUITE 500, BETHESDA, MD, 20814
Phone: 301-986-0600
AUM: $211.6M

AUM over time

$242.7M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q4 2023

Q3 2026

Q3 2025

Q3 2024

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsOther

Holdings by filing

Portfolio value: $194.4M82 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL C	$579K	0.3%Prev: 0.2%	4,109 SH	Increased+2,424 SH
ALTRIA GROUP INC	COM	$212K	0.1%	5,244 SH	New
AMAZON COM INC	COM	$965K	0.5%Prev: 0.4%	6,354 SH	Decreased+2,046 SH
APPLE INC	COM	$3.4M	1.7%Prev: 1.4%	17,449 SH	Decreased+7,137 SH
BANK AMERICA CORP	COM	$1.4M	0.7%	42,496 SH	New
CISCO SYS INC	COM	$217K	0.1%	4,300 SH	New
COPART INC	COM	$412K	0.2%Prev: 0.1%	8,416 SH	Increased
COSTCO WHSL CORP NEW	COM	$419K	0.2%	635 SH	New
DECKERS OUTDOOR CORP	COM	$541K	0.3%Prev: 0.1%	810 SH	Increased-3,650 SH
ELI LILLY & CO	COM	$269K	0.1%Prev: 0.2%	460 SH	Decreased+57 SH
HOME DEPOT INC	COM	$372K	0.2%Prev: 0.1%	1,073 SH	Increased+193 SH
INVESCO EXCH TRADED FD TR II	SHORT TERM TREAS	$1.5M	0.8%	13,920 SH	New
INVESCO QQQ TR	UNIT SER 1	$8.3M	4.3%Prev: 3.7%	20,237 SH	Decreased+8,169 SH
ISHARES GOLD TR	ISHARES NEW	$368K	0.2%Prev: 0.3%	9,420 SH	Decreased+85 SH
ISHARES TR	1 3 YR TREAS BD	$2.8M	1.5%Prev: 0.8%	34,617 SH	Increased+12,181 SH
ISHARES TR	CORE MSCI EURO	$209K	0.1%Prev: 0.1%	3,795 SH	Decreased-208 SH
ISHARES TR	CORE S&P MCP ETF	$7.6M	3.9%Prev: 2.0%	27,299 SH	Increased-41,707 SH
ISHARES TR	CORE S&P SCP ETF	$11.9M	6.1%Prev: 4.3%	109,712 SH	Increased+32,933 SH
ISHARES TR	CORE S&P500 ETF	$1.6M	0.8%Prev: 0.6%	3,384 SH	Increased+1,621 SH
ISHARES TR	ISHS 1-5YR INVS	$586K	0.3%Prev: 0.2%	11,421 SH	Increased+1,315 SH
ISHARES TR	MORNINGSTR US EQ	$1.0M	0.5%Prev: 0.7%	15,465 SH	Decreased
ISHARES TR	RUS MD CP GR ETF	$6.4M	3.3%Prev: 1.7%	60,987 SH	Increased+30,380 SH
ISHARES TR	RUS MDCP VAL ETF	$7.0M	3.6%Prev: 2.3%	60,254 SH	Increased+26,198 SH
ISHARES TR	RUS MID CAP ETF	$2.2M	1.1%Prev: 1.2%	28,043 SH	Decreased
ISHARES TR	RUSSELL 3000 ETF	$256K	0.1%	936 SH	New
ISHARES TR	S&P 100 ETF	$204K	0.1%	914 SH	New
ISHARES TR	S&P 500 GRWT ETF	$995K	0.5%Prev: 0.4%	13,252 SH	Increased+6,423 SH
ISHARES TR	S&P 500 VAL ETF	$2.6M	1.3%Prev: 1.1%	14,700 SH	Decreased+3,325 SH
ISHARES TR	S&P SML 600 GWT	$6.9M	3.5%Prev: 1.8%	54,808 SH	Increased+28,228 SH
ISHARES TR	SP SMCP600VL ETF	$10.4M	5.3%Prev: 3.4%	100,551 SH	Increased+35,699 SH
ISHARES TR	TIPS BD ETF	$510K	0.3%Prev: 0.2%	4,741 SH	Increased-26 SH
ISHARES TR	U.S. FINLS ETF	$533K	0.3%Prev: 0.3%	6,234 SH	Decreased+8 SH
JOHNSON & JOHNSON	COM	$388K	0.2%Prev: 0.2%	2,475 SH	Decreased+512 SH
JPMORGAN CHASE & CO	COM	$443K	0.2%Prev: 0.3%	2,602 SH	Decreased+605 SH
MARRIOTT INTL INC NEW	CL A	$232K	0.1%	1,026 SH	New
MARTIN MARIETTA MATLS INC	COM	$211K	0.1%	423 SH	New
META PLATFORMS INC	CL A	$377K	0.2%Prev: 0.3%	1,065 SH	Decreased+120 SH
MICROSOFT CORP	COM	$1.2M	0.6%Prev: 0.4%	3,289 SH	Increased+1,569 SH
MONDELEZ INTL INC	CL A	$202K	0.1%	2,784 SH	New
NVIDIA CORPORATION	COM	$472K	0.2%Prev: 0.4%	953 SH	Decreased-3,532 SH
OLD DOMINION FREIGHT LINE IN	COM	$591K	0.3%Prev: 0.2%	1,458 SH	Increased-1,458 SH
PFIZER INC	COM	$246K	0.1%	8,540 SH	New
PHILIP MORRIS INTL INC	COM	$227K	0.1%	2,413 SH	New
PROCTER AND GAMBLE CO	COM	$232K	0.1%	1,580 SH	New
PROSHARES TR	S&P 500 DV ARIST	$2.7M	1.4%Prev: 0.5%	27,920 SH	Increased+5,400 SH
SALESFORCE INC	COM	$234K	0.1%	889 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$273K	0.1%Prev: 0.3%	3,586 SH	Decreased-17,709 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$11.3M	5.8%Prev: 4.8%	136,233 SH	Decreased-184,815 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$7.8M	4.0%Prev: 3.5%	111,897 SH	Decreased-143,836 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$11.8M	6.1%Prev: 6.1%	208,841 SH	Decreased-283,645 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$5.7M	2.9%Prev: 1.6%	75,618 SH	Increased-35,535 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$4.6M	2.3%Prev: 1.8%	96,499 SH	Increased-39,933 SH
SELECT SECTOR SPDR TR	SBI INT-UTILS	$747K	0.4%	11,797 SH	New
SEMPRA	COM	$243K	0.1%	3,256 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$344K	0.2%	723 SH	New
SPDR SER TR	BLOOMBERG 1-3 MO	$486K	0.2%	5,316 SH	New
SPDR SER TR	BLOOMBERG 3-12 M	$817K	0.4%	8,240 SH	New
SPDR SER TR	S&P 400 MDCP GRW	$5.5M	2.8%	72,970 SH	New
SPDR SER TR	S&P 400 MDCP VAL	$5.7M	2.9%	77,888 SH	New
SPDR SER TR	S&P 600 SMCP GRW	$4.4M	2.3%	52,496 SH	New
SPDR SER TR	S&P 600 SMCP VAL	$4.5M	2.3%	53,907 SH	New
SPDR SER TR	S&P DIVID ETF	$1.2M	0.6%	9,821 SH	New
TESLA INC	COM	$490K	0.3%Prev: 0.3%	1,970 SH	Decreased+20 SH
TOLL BROTHERS INC	COM	$1000K	0.5%	9,725 SH	New
UNITEDHEALTH GROUP INC	COM	$569K	0.3%	1,080 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$3.9M	2.0%	12,462 SH	New
VANGUARD INDEX FDS	LARGE CAP ETF	$3.0M	1.6%	13,843 SH	New
VANGUARD INDEX FDS	MCAP GR IDXVIP	$3.8M	2.0%	17,435 SH	New
VANGUARD INDEX FDS	MCAP VL IDXVIP	$3.9M	2.0%	27,095 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$3.6M	1.9%	15,588 SH	New
VANGUARD INDEX FDS	SM CP VAL ETF	$2.4M	1.2%	13,279 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$2.4M	1.2%	11,333 SH	New
VANGUARD INDEX FDS	SML CP GRW ETF	$4.0M	2.1%	16,488 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$2.2M	1.1%	9,229 SH	New
VANGUARD INDEX FDS	VALUE ETF	$3.1M	1.6%	20,936 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$955K	0.5%Prev: 0.3%	14,809 SH	Increased+6,530 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$536K	0.3%Prev: 0.5%	3,143 SH	Decreased-1,625 SH
VANGUARD WORLD FDS	HEALTH CAR ETF	$916K	0.5%	3,652 SH	New
VANGUARD WORLD FDS	INF TECH ETF	$650K	0.3%	1,342 SH	New
VISA INC	COM CL A	$355K	0.2%Prev: 0.2%	1,365 SH	Decreased+292 SH
WHITE MTNS INS GROUP LTD	COM	$233K	0.1%	155 SH	New
WISDOMTREE TR	US QTLY DIV GRT	$698K	0.4%Prev: 0.2%	9,932 SH	Increased+4,484 SH

Sold (vs prior filing)

ABBVIE INC — $286K
ALPHABET INC — $327K
AMPHENOL CORP — $205K
BANK OF NY MELLON CORP — $612K
BIOCRYST PHARMACEUTICALS INC — $490K
COSTCO WHOLESALE CORPORATION — $239K
GOLDMAN SACHS GROUP INC — $212K
INVESCO EXCH TRADED FD TR II — $3.9M
INVESCO EXCH TRADED FD TR II — $1.2M
ISHARES TR — $4.8M
ISHARES TR — $275K
LAM RESEARCH CORP — $821K
SCHWAB STRATEGIC TR — $1.0M
SCHWAB STRATEGIC TR — $1.9M
SELECT SECTOR SPDR TR — $936K
SPDR SERIES TRUST — $250K
SPDR SERIES TRUST — $511K
SPDR SERIES TRUST — $514K
SPDR SERIES TRUST — $1.6M
SPDR SERIES TRUST — $3.9M
… and 24 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 28, 2026	Q4 2025	13F-HR	0001172661-26-000354	$211.6M	View
Apr 8, 2025	Q4 2023	13F-HR	0001172661-25-001423	$194.4M	View
Oct 9, 2026	Q3 2026