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: $204.7M82 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$200K	0.1%Prev: 0.1%	1,013 SH	Decreased-172 SH
ALPHABET INC	CAP STK CL C	$711K	0.3%Prev: 0.2%	4,253 SH	Increased+2,568 SH
ALTRIA GROUP INC	COM	$281K	0.1%	5,497 SH	New
AMAZON COM INC	COM	$1.1M	0.5%Prev: 0.4%	5,726 SH	Increased+1,257 SH
APPLE INC	COM	$2.0M	1.0%Prev: 1.2%	8,787 SH	Decreased-1,861 SH
BANK AMERICA CORP	COM	$1.6M	0.8%	39,172 SH	New
BIOCRYST PHARMACEUTICALS INC	COM	$228K	0.1%Prev: 0.1%	30,000 SH	Decreased
COPART INC	COM	$458K	0.2%Prev: 0.1%	8,744 SH	Increased
COSTCO WHSL CORP NEW	COM	$469K	0.2%	529 SH	New
DECKERS OUTDOOR CORP	COM	$775K	0.4%Prev: 0.2%	4,860 SH	Increased+400 SH
ELI LILLY & CO	COM	$355K	0.2%Prev: 0.2%	400 SH	Decreased-46 SH
HOME DEPOT INC	COM	$449K	0.2%Prev: 0.1%	1,106 SH	Increased+122 SH
INVESCO EXCH TRADED FD TR II	SHORT TERM TREAS	$761K	0.4%	7,201 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$235K	0.1%	1,313 SH	New
INVESCO QQQ TR	UNIT SER 1	$7.4M	3.6%Prev: 3.4%	15,150 SH	Decreased+3,617 SH
ISHARES GOLD TR	ISHARES NEW	$445K	0.2%Prev: 0.3%	8,950 SH	Decreased-427 SH
ISHARES TR	1 3 YR TREAS BD	$2.6M	1.3%Prev: 0.8%	31,607 SH	Increased+8,395 SH
ISHARES TR	CORE MSCI EURO	$236K	0.1%Prev: 0.1%	3,874 SH	Decreased-129 SH
ISHARES TR	CORE S&P MCP ETF	$6.2M	3.0%Prev: 2.3%	98,743 SH	Increased+25,341 SH
ISHARES TR	CORE S&P SCP ETF	$11.2M	5.5%Prev: 4.7%	95,713 SH	Decreased+16,991 SH
ISHARES TR	CORE S&P500 ETF	$1.6M	0.8%Prev: 0.5%	2,789 SH	Increased+1,027 SH
ISHARES TR	ISHS 1-5YR INVS	$717K	0.4%Prev: 0.2%	13,607 SH	Increased+2,766 SH
ISHARES TR	MORNINGSTR US EQ	$1.2M	0.6%Prev: 0.6%	15,465 SH	Decreased
ISHARES TR	MSCI INTL QUALTY	$2.1M	1.0%Prev: 2.1%	51,123 SH	Decreased-53,480 SH
ISHARES TR	RUS MD CP GR ETF	$5.3M	2.6%Prev: 1.9%	45,021 SH	Increased+12,770 SH
ISHARES TR	RUS MDCP VAL ETF	$6.0M	3.0%Prev: 2.4%	45,725 SH	Increased+10,274 SH
ISHARES TR	RUS MID CAP ETF	$2.5M	1.2%Prev: 1.3%	28,043 SH	Decreased
ISHARES TR	S&P 500 GRWT ETF	$1.2M	0.6%Prev: 0.4%	12,053 SH	Increased+4,977 SH
ISHARES TR	S&P 500 VAL ETF	$2.7M	1.3%Prev: 1.0%	13,744 SH	Increased+2,372 SH
ISHARES TR	S&P SML 600 GWT	$6.0M	2.9%Prev: 2.1%	43,002 SH	Increased+14,562 SH
ISHARES TR	SP SMCP600VL ETF	$8.6M	4.2%Prev: 3.7%	79,942 SH	Decreased+12,768 SH
ISHARES TR	TIPS BD ETF	$534K	0.3%Prev: 0.2%	4,836 SH	Increased+145 SH
ISHARES TR	U.S. FINLS ETF	$646K	0.3%Prev: 0.3%	6,219 SH	Decreased-6 SH
JOHNSON & JOHNSON	COM	$423K	0.2%Prev: 0.2%	2,612 SH	Decreased+295 SH
JPMORGAN CHASE & CO.	COM	$381K	0.2%	1,807 SH	New
META PLATFORMS INC	CL A	$544K	0.3%Prev: 0.2%	950 SH	Decreased-29 SH
MICROSOFT CORP	COM	$1.4M	0.7%Prev: 0.3%	3,209 SH	Increased+1,334 SH
MONDELEZ INTL INC	CL A	$216K	0.1%	2,926 SH	New
NVIDIA CORPORATION	COM	$1.2M	0.6%Prev: 0.4%	9,948 SH	Increased+5,003 SH
OLD DOMINION FREIGHT LINE IN	COM	$579K	0.3%Prev: 0.3%	2,916 SH	Decreased
PHILIP MORRIS INTL INC	COM	$305K	0.1%	2,513 SH	New
PROCTER AND GAMBLE CO	COM	$283K	0.1%	1,634 SH	New
PROSHARES TR	S&P 500 DV ARIST	$1.9M	0.9%Prev: 0.6%	17,684 SH	Increased-6,644 SH
SALESFORCE INC	COM	$254K	0.1%	928 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$495K	0.2%Prev: 0.4%	6,892 SH	Decreased-25,731 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$597K	0.3%Prev: 0.3%	7,062 SH	Decreased-17,650 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$10.7M	5.2%Prev: 4.6%	102,519 SH	Decreased-230,454 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$8.7M	4.3%Prev: 3.7%	108,870 SH	Decreased-156,192 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$13.6M	6.6%Prev: 6.2%	199,854 SH	Decreased-320,974 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$7.1M	3.5%Prev: 1.7%	85,074 SH	Increased-30,039 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$6.2M	3.1%Prev: 2.1%	121,277 SH	Increased-24,012 SH
SELECT SECTOR SPDR TR	SBI INT-UTILS	$954K	0.5%	11,811 SH	New
SPDR SER TR	BLOOMBERG 1-3 MO	$549K	0.3%	5,976 SH	New
SPDR SER TR	BLOOMBERG 3-12 M	$414K	0.2%	4,160 SH	New
SPDR SER TR	PORTFOLIO S&P500	$217K	0.1%	3,220 SH	New
SPDR SER TR	S&P 400 MDCP GRW	$5.7M	2.8%	65,006 SH	New
SPDR SER TR	S&P 400 MDCP VAL	$6.3M	3.1%	79,499 SH	New
SPDR SER TR	S&P 600 SMCP GRW	$4.0M	1.9%	42,722 SH	New
SPDR SER TR	S&P 600 SMCP VAL	$4.9M	2.4%	56,793 SH	New
SPDR SER TR	S&P DIVID ETF	$1.4M	0.7%	10,117 SH	New
TESLA INC	COM	$510K	0.2%Prev: 0.3%	1,950 SH	Decreased
TOLL BROTHERS INC	COM	$1.3M	0.7%	8,685 SH	New
UNITEDHEALTH GROUP INC	COM	$703K	0.3%	1,202 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$3.5M	1.7%Prev: 3.0%	9,227 SH	Decreased-75,857 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$3.6M	1.8%Prev: 3.9%	13,673 SH	Decreased-14,198 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$4.3M	2.1%Prev: 2.5%	17,466 SH	Decreased-2,587 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$5.7M	2.8%Prev: 3.1%	33,836 SH	Decreased-4,861 SH
VANGUARD INDEX FDS	MID CAP ETF	$5.3M	2.6%Prev: 5.2%	20,143 SH	Decreased-140,207 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$3.5M	1.7%Prev: 1.8%	17,387 SH	Decreased-1,329 SH
VANGUARD INDEX FDS	SMALL CP ETF	$3.7M	1.8%Prev: 2.8%	15,807 SH	Decreased-7,072 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$4.9M	2.4%Prev: 2.6%	18,460 SH	Decreased+837 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.6M	1.3%Prev: 1.3%	9,180 SH	Decreased+222 SH
VANGUARD INDEX FDS	VALUE ETF	$4.1M	2.0%Prev: 3.8%	23,207 SH	Decreased-19,701 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$962K	0.5%Prev: 0.3%	13,524 SH	Increased+4,261 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$639K	0.3%Prev: 0.5%	3,224 SH	Decreased-2,051 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$289K	0.1%Prev: 0.1%	5,477 SH	Increased+1,431 SH
VANGUARD WORLD FD	CONSUM STP ETF	$220K	0.1%Prev: 0.1%	1,008 SH	Decreased
VANGUARD WORLD FD	HEALTH CAR ETF	$998K	0.5%Prev: 0.5%	3,536 SH	Decreased-200 SH
VANGUARD WORLD FD	INF TECH ETF	$664K	0.3%Prev: 0.4%	1,132 SH	Decreased-7,570 SH
VISA INC	COM CL A	$333K	0.2%Prev: 0.2%	1,211 SH	Decreased+96 SH
WILLIAMS COS INC	COM	$212K	0.1%	4,647 SH	New
WISDOMTREE TR	US QTLY DIV GRT	$533K	0.3%Prev: 0.2%	6,405 SH	Decreased+758 SH

Sold (vs prior filing)

ALPHABET INC — $399K
AMPHENOL CORP — $214K
APPLIED MATLS INC — $241K
BANK OF NY MELLON CORP — $612K
BOOKING HOLDINGS INC — $205K
COSTCO WHOLESALE CORPORATION — $268K
GOLDMAN SACHS GROUP INC — $296K
INVESCO EXCH TRADED FD TR II — $1.2M
ISHARES TR — $239K
JPMORGAN CHASE & CO — $704K
LAM RESEARCH CORP — $1.1M
SELECT SECTOR SPDR TR — $1.1M
SPDR SERIES TRUST — $250K
SPDR SERIES TRUST — $510K
SPDR SERIES TRUST — $516K
SPDR SERIES TRUST — $1.6M
SPDR SERIES TRUST — $4.9M
SPDR SERIES TRUST — $5.7M
SPDR SERIES TRUST — $296K
SPDR SERIES TRUST — $2.8M
… and 8 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