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CIK 0002052759 • 1 13F filing • Jul 21, 2026 – Jul 21, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $619K | 0.3% | 4,063 SH | |
| ALTRIA GROUP INC | COM | $234K | 0.1% | 5,367 SH | |
| AMAZON COM INC | COM | $1.1M | 0.6% | 6,234 SH | |
| APPLE INC | COM | $3.1M | 1.5% | 17,936 SH | |
| BANK AMERICA CORP | COM | $1.5M | 0.8% | 40,412 SH | |
| CISCO SYS INC | COM | $233K | 0.1% | 4,670 SH | |
| COPART INC | COM | $506K | 0.3% | 8,744 SH | |
| COSTCO WHSL CORP NEW | COM | $387K | 0.2% | 528 SH | |
| DECKERS OUTDOOR CORP | COM | $762K | 0.4% | 810 SH | |
| ELI LILLY & CO | COM | $312K | 0.2% | 400 SH | |
| HOME DEPOT INC | COM | $464K | 0.2% | 1,210 SH | |
| INVESCO EXCH TRADED FD TR II | SHORT TERM TREAS | $960K | 0.5% | 9,104 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $7.9M | 3.9% | 17,725 SH | |
| ISHARES GOLD TR | ISHARES NEW | $376K | 0.2% | 8,950 SH | |
| ISHARES TR | 1 3 YR TREAS BD | $2.7M | 1.3% | 32,612 SH | |
| ISHARES TR | CORE MSCI EURO | $220K | 0.1% | 3,795 SH | |
| ISHARES TR | CORE S&P MCP ETF | $7.0M | 3.5% | 115,150 SH | |
| ISHARES TR | CORE S&P SCP ETF | $11.3M | 5.7% | 102,683 SH | |
| ISHARES TR | CORE S&P500 ETF | $1.7M | 0.8% | 3,144 SH | |
| ISHARES TR | ISHS 1-5YR INVS | $698K | 0.3% | 13,621 SH | |
| ISHARES TR | MORNINGSTR US EQ | $1.1M | 0.6% | 15,465 SH | |
| ISHARES TR | MSCI INTL QUALTY | $1.3M | 0.7% | 33,515 SH | |
| ISHARES TR | RUS MD CP GR ETF | $6.0M | 3.0% | 52,505 SH | |
| ISHARES TR | RUS MDCP VAL ETF | $6.7M | 3.4% | 53,671 SH | |
| ISHARES TR | RUS MID CAP ETF | $2.4M | 1.2% | 28,043 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $1.0M | 0.5% | 12,032 SH | |
| ISHARES TR | S&P 500 VAL ETF | $2.7M | 1.3% | 14,321 SH | |
| ISHARES TR | S&P SML 600 GWT | $6.5M | 3.2% | 49,408 SH | |
| ISHARES TR | SP SMCP600VL ETF | $9.4M | 4.7% | 91,748 SH | |
| ISHARES TR | TIPS BD ETF | $509K | 0.3% | 4,741 SH | |
| ISHARES TR | U.S. FINLS ETF | $595K | 0.3% | 6,217 SH | |
| JOHNSON & JOHNSON | COM | $405K | 0.2% | 2,558 SH | |
| JPMORGAN CHASE & CO | COM | $275K | 0.1% | 1,375 SH | |
| MARRIOTT INTL INC NEW | CL A | $259K | 0.1% | 1,026 SH | |
| MARTIN MARIETTA MATLS INC | COM | $231K | 0.1% | 376 SH | |
| META PLATFORMS INC | CL A | $499K | 0.2% | 1,028 SH | |
| MICROSOFT CORP | COM | $1.5M | 0.7% | 3,549 SH | |
| MONDELEZ INTL INC | CL A | $202K | 0.1% | 2,890 SH | |
| NVIDIA CORPORATION | COM | $862K | 0.4% | 953 SH | |
| OLD DOMINION FREIGHT LINE IN | COM | $640K | 0.3% | 2,916 SH | |
| PHILIP MORRIS INTL INC | COM | $224K | 0.1% | 2,447 SH | |
| PROCTER AND GAMBLE CO | COM | $274K | 0.1% | 1,690 SH | |
| PROSHARES TR | S&P 500 DV ARIST | $2.9M | 1.4% | 28,346 SH | |
| SALESFORCE INC | COM | $279K | 0.1% | 928 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $291K | 0.1% | 3,613 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $11.1M | 5.6% | 120,138 SH | |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $9.1M | 4.6% | 119,710 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $13.0M | 6.5% | 208,771 SH | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $6.5M | 3.3% | 79,801 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $5.3M | 2.6% | 107,260 SH | |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | $771K | 0.4% | 11,744 SH | |
| SEMPRA | COM | $234K | 0.1% | 3,256 SH | |
| SPDR SER TR | BLOOMBERG 1-3 MO | $351K | 0.2% | 3,823 SH | |
| SPDR SER TR | BLOOMBERG 3-12 M | $437K | 0.2% | 4,391 SH | |
| SPDR SER TR | S&P 400 MDCP GRW | $6.1M | 3.1% | 70,076 SH | |
| SPDR SER TR | S&P 400 MDCP VAL | $6.0M | 3.0% | 79,145 SH | |
| SPDR SER TR | S&P 600 SMCP GRW | $4.3M | 2.1% | 49,045 SH | |
| SPDR SER TR | S&P 600 SMCP VAL | $4.9M | 2.4% | 58,699 SH | |
| SPDR SER TR | S&P DIVID ETF | $1.4M | 0.7% | 10,308 SH | |
| TESLA INC | COM | $343K | 0.2% | 1,950 SH | |
| TOLL BROTHERS INC | COM | $1.1M | 0.6% | 8,750 SH | |
| UNITEDHEALTH GROUP INC | COM | $592K | 0.3% | 1,197 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $3.7M | 1.9% | 10,864 SH | |
| VANGUARD INDEX FDS | LARGE CAP ETF | $3.2M | 1.6% | 13,541 SH | |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $4.0M | 2.0% | 17,058 SH | |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $4.1M | 2.0% | 26,148 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $4.2M | 2.1% | 16,887 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $2.6M | 1.3% | 13,547 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $2.6M | 1.3% | 11,296 SH | |
| VANGUARD INDEX FDS | SML CP GRW ETF | $4.3M | 2.2% | 16,637 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.4M | 1.2% | 9,214 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $3.3M | 1.6% | 20,043 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $922K | 0.5% | 13,685 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $617K | 0.3% | 3,377 SH | |
| VANGUARD WORLD FD | CONSUM STP ETF | $206K | 0.1% | 1,008 SH | |
| VANGUARD WORLD FD | HEALTH CAR ETF | $957K | 0.5% | 3,536 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $644K | 0.3% | 1,228 SH | |
| VISA INC | COM CL A | $356K | 0.2% | 1,274 SH | |
| WHITE MTNS INS GROUP LTD | COM | $278K | 0.1% | 155 SH | |
| WISDOMTREE TR | US QTLY DIV GRT | $772K | 0.4% | 10,137 SH |
| 13F-HR |
| 0001172661-26-004454 |
| $242.7M |
| View |
| Nov 6, 2025 | Q3 2025 | 13F-HR | 0001172661-25-004615 | $215.7M | View |
| Apr 8, 2025 | Q3 2024 | 13F-HR | 0001172661-25-001426 | $204.7M | View |
| Jul 21, 2026 | Q2 2026 | 13F-HR | 0001172661-26-002707 | $247.2M | View |
| Jul 29, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002765 | $214.2M | View |
| Apr 8, 2025 | Q2 2024 | 13F-HR | 0001172661-25-001425 | $193.8M | View |
| May 13, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001795 | $206.0M | View |
| Apr 16, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001499 | $200.4M | View |
| Apr 8, 2025 | Q1 2024 | 13F-HR | 0001172661-25-001424 | $199.8M | View |