Councilor Wealth, LLC

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

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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: $193.8M82 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL C	$778K	0.4%Prev: 0.2%	4,242 SH	Increased+2,523 SH
ALTRIA GROUP INC	COM	$250K	0.1%	5,484 SH	New
AMAZON COM INC	COM	$1.2M	0.6%Prev: 0.4%	6,462 SH	Increased+2,266 SH
APPLE INC	COM	$3.8M	1.9%Prev: 1.3%	17,811 SH	Increased+7,612 SH
BANK AMERICA CORP	COM	$1.6M	0.8%	40,452 SH	New
BIOCRYST PHARMACEUTICALS INC	COM	$185K	0.1%Prev: 0.1%	30,000 SH	Decreased
CISCO SYS INC	COM	$244K	0.1%	5,134 SH	New
COPART INC	COM	$474K	0.2%Prev: 0.1%	8,744 SH	Increased
COSTCO WHSL CORP NEW	COM	$449K	0.2%	528 SH	New
DECKERS OUTDOOR CORP	COM	$784K	0.4%Prev: 0.2%	810 SH	Increased-3,650 SH
ELI LILLY & CO	COM	$363K	0.2%Prev: 0.2%	400 SH	Decreased
HOME DEPOT INC	COM	$381K	0.2%Prev: 0.1%	1,106 SH	Increased+205 SH
INVESCO EXCH TRADED FD TR II	SHORT TERM TREAS	$832K	0.4%Prev: 0.6%	7,892 SH	Decreased-3,048 SH
INVESCO QQQ TR	UNIT SER 1	$8.3M	4.3%	17,310 SH	New
ISHARES GOLD TR	ISHARES NEW	$393K	0.2%Prev: 0.4%	8,950 SH	Decreased-502 SH
ISHARES TR	1 3 YR TREAS BD	$2.7M	1.4%Prev: 1.0%	33,056 SH	Increased+8,454 SH
ISHARES TR	CORE MSCI EURO	$221K	0.1%Prev: 0.1%	3,874 SH	Decreased-129 SH
ISHARES TR	CORE S&P MCP ETF	$5.8M	3.0%Prev: 2.4%	98,692 SH	Increased+24,112 SH
ISHARES TR	CORE S&P SCP ETF	$10.2M	5.2%Prev: 4.8%	95,243 SH	Increased+15,819 SH
ISHARES TR	CORE S&P500 ETF	$1.7M	0.9%Prev: 0.6%	3,152 SH	Increased+1,391 SH
ISHARES TR	ISHS 1-5YR INVS	$703K	0.4%Prev: 0.3%	13,712 SH	Increased+2,320 SH
ISHARES TR	MORNINGSTR US EQ	$1.2M	0.6%Prev: 0.7%	15,465 SH	Decreased
ISHARES TR	MSCI INTL QUALTY	$1.7M	0.9%Prev: 2.2%	43,535 SH	Decreased-55,545 SH
ISHARES TR	RUS MD CP GR ETF	$5.0M	2.6%Prev: 2.0%	45,531 SH	Increased+12,693 SH
ISHARES TR	RUS MDCP VAL ETF	$5.5M	2.8%Prev: 2.5%	45,565 SH	Increased+9,648 SH
ISHARES TR	RUS MID CAP ETF	$2.3M	1.2%Prev: 1.3%	28,043 SH	Decreased
ISHARES TR	S&P 500 GRWT ETF	$1.1M	0.6%Prev: 0.4%	12,042 SH	Increased+4,967 SH
ISHARES TR	S&P 500 VAL ETF	$2.6M	1.4%Prev: 1.2%	14,384 SH	Increased+3,016 SH
ISHARES TR	S&P SML 600 GWT	$5.5M	2.9%Prev: 2.1%	43,057 SH	Increased+12,673 SH
ISHARES TR	SP SMCP600VL ETF	$8.2M	4.2%Prev: 3.9%	84,116 SH	Increased+16,687 SH
ISHARES TR	TIPS BD ETF	$524K	0.3%Prev: 0.2%	4,903 SH	Increased+284 SH
ISHARES TR	U.S. FINLS ETF	$588K	0.3%Prev: 0.4%	6,218 SH	Decreased-6 SH
JOHNSON & JOHNSON	COM	$383K	0.2%Prev: 0.3%	2,623 SH	Decreased+377 SH
JPMORGAN CHASE & CO.	COM	$316K	0.2%	1,561 SH	New
MARRIOTT INTL INC NEW	CL A	$248K	0.1%	1,027 SH	New
META PLATFORMS INC	CL A	$500K	0.3%Prev: 0.3%	992 SH	Decreased+72 SH
MICROSOFT CORP	COM	$1.4M	0.7%Prev: 0.3%	3,181 SH	Increased+1,522 SH
NVIDIA CORPORATION	COM	$1.2M	0.6%Prev: 0.4%	9,948 SH	Increased+5,549 SH
OLD DOMINION FREIGHT LINE IN	COM	$515K	0.3%Prev: 0.3%	2,916 SH	Decreased
PFIZER INC	COM	$227K	0.1%	8,114 SH	New
PHILIP MORRIS INTL INC	COM	$252K	0.1%	2,482 SH	New
PROCTER AND GAMBLE CO	COM	$279K	0.1%	1,689 SH	New
PROSHARES TR	S&P 500 DV ARIST	$2.5M	1.3%Prev: 0.7%	25,632 SH	Increased+12,776 SH
SALESFORCE INC	COM	$239K	0.1%	928 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$306K	0.2%Prev: 0.5%	4,569 SH	Decreased-32,028 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$236K	0.1%Prev: 0.4%	3,029 SH	Decreased-23,688 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$11.1M	5.7%Prev: 4.8%	110,131 SH	Increased-230,941 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$7.9M	4.1%Prev: 4.1%	106,750 SH	Decreased-167,855 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$12.8M	6.6%Prev: 6.6%	199,670 SH	Decreased-326,936 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$6.4M	3.3%Prev: 1.8%	82,743 SH	Increased-35,656 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$5.1M	2.7%Prev: 2.1%	108,491 SH	Increased-43,087 SH
SELECT SECTOR SPDR TR	SBI INT-UTILS	$800K	0.4%	11,744 SH	New
SEMPRA	COM	$248K	0.1%	3,256 SH	New
SPDR SER TR	BLOOMBERG 1-3 MO	$344K	0.2%	3,748 SH	New
SPDR SER TR	BLOOMBERG 3-12 M	$421K	0.2%	4,233 SH	New
SPDR SER TR	PORTFOLIO S&P500	$206K	0.1%	3,226 SH	New
SPDR SER TR	S&P 400 MDCP GRW	$5.8M	3.0%	68,859 SH	New
SPDR SER TR	S&P 400 MDCP VAL	$5.5M	2.9%	75,938 SH	New
SPDR SER TR	S&P 600 SMCP GRW	$4.1M	2.1%	47,376 SH	New
SPDR SER TR	S&P 600 SMCP VAL	$4.5M	2.3%	57,510 SH	New
SPDR SER TR	S&P DIVID ETF	$1.3M	0.7%	10,177 SH	New
TESLA INC	COM	$386K	0.2%Prev: 0.4%	1,950 SH	Decreased
TOLL BROTHERS INC	COM	$1.0M	0.5%	8,750 SH	New
UNITEDHEALTH GROUP INC	COM	$611K	0.3%	1,199 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$4.0M	2.1%Prev: 2.8%	10,791 SH	Decreased-2,345 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$3.5M	1.8%Prev: 3.8%	13,990 SH	Decreased-11,914 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$4.2M	2.2%Prev: 2.5%	18,429 SH	Decreased-1,639 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$4.4M	2.3%Prev: 3.4%	28,985 SH	Decreased-9,086 SH
VANGUARD INDEX FDS	MID CAP ETF	$4.5M	2.3%Prev: 5.4%	18,516 SH	Decreased-20,572 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$2.8M	1.4%Prev: 1.9%	15,083 SH	Decreased-3,070 SH
VANGUARD INDEX FDS	SMALL CP ETF	$2.8M	1.4%Prev: 2.8%	12,783 SH	Decreased-9,191 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$4.3M	2.2%Prev: 2.6%	17,239 SH	Decreased-366 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.4M	1.3%Prev: 1.4%	9,072 SH	Decreased+114 SH
VANGUARD INDEX FDS	VALUE ETF	$3.5M	1.8%Prev: 3.8%	21,569 SH	Decreased-17,885 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$972K	0.5%Prev: 0.4%	14,553 SH	Increased+5,000 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$633K	0.3%Prev: 0.6%	3,466 SH	Decreased-1,847 SH
VANGUARD WORLD FD	CONSUM STP ETF	$205K	0.1%Prev: 0.1%	1,008 SH	Decreased
VANGUARD WORLD FD	HEALTH CAR ETF	$941K	0.5%Prev: 0.5%	3,536 SH	Decreased-199 SH
VANGUARD WORLD FD	INF TECH ETF	$653K	0.3%Prev: 0.4%	1,132 SH	Decreased+45 SH
VISA INC	COM CL A	$335K	0.2%Prev: 0.2%	1,275 SH	Increased+211 SH
WHITE MTNS INS GROUP LTD	COM	$282K	0.1%	155 SH	New
WISDOMTREE TR	US QTLY DIV GRT	$621K	0.3%Prev: 0.2%	7,954 SH	Increased+2,307 SH

Sold (vs prior filing)

ABBVIE INC — $277K
ALPHABET INC — $225K
BANK NEW YORK MELLON CORP — $502K
COSTCO WHOLESALE CORPORATION — $261K
ISHARES TR — $272K
JPMORGAN CHASE & CO — $592K
LAM RESEARCH CORP — $615K
MCDONALDS CORP — $225K
SELECT SECTOR SPDR TR — $1.1M
SPDR GOLD TR — $229K
SPDR SERIES TRUST — $19.4M
STATE STR SPDR S&P 500 ETF T — $444K
STATE STR SPDR S&P MIDCAP 40 — $300K
TJX COS INC NEW — $273K
VANGUARD ADMIRAL FDS INC — $2.2M
VANGUARD ADMIRAL FDS INC — $1.4M
VANGUARD SCOTTSDALE FDS — $1.7M
VANGUARD TAX-MANAGED FDS — $259K

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