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: $200.4M92 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$267K	0.1%	1,273 SH	New
ALPHABET INC	CAP STK CL C	$811K	0.4%Prev: 0.3%	5,188 SH	Increased+1,125 SH
ALTRIA GROUP INC	COM	$343K	0.2%Prev: 0.1%	5,720 SH	Increased+353 SH
AMAZON COM INC	COM	$1.2M	0.6%Prev: 0.6%	6,413 SH	Increased+179 SH
APPLE INC	COM	$2.1M	1.0%Prev: 1.5%	9,230 SH	Decreased-8,706 SH
BANK AMERICA CORP	COM	$1.6M	0.8%Prev: 0.8%	39,183 SH	Increased-1,229 SH
BANK NEW YORK MELLON CORP	COM	$487K	0.2%	5,806 SH	New
BIOCRYST PHARMACEUTICALS INC	COM	$225K	0.1%	30,000 SH	New
BOOKING HOLDINGS INC	COM	$212K	0.1%	46 SH	New
COPART INC	COM	$495K	0.2%Prev: 0.3%	8,744 SH	Decreased
COSTCO WHSL CORP NEW	COM	$529K	0.3%Prev: 0.2%	559 SH	Increased+31 SH
DECKERS OUTDOOR CORP	COM	$543K	0.3%Prev: 0.4%	4,860 SH	Decreased+4,050 SH
ELI LILLY & CO	COM	$331K	0.2%Prev: 0.2%	400 SH	Increased
FISERV INC	COM	$208K	0.1%	944 SH	New
HOME DEPOT INC	COM	$406K	0.2%Prev: 0.2%	1,108 SH	Decreased-102 SH
INVESCO EXCH TRADED FD TR II	SHORT TERM TREAS	$1.6M	0.8%Prev: 0.5%	15,019 SH	Increased+5,915 SH
INVESCO QQQ TR	UNIT SER 1	$6.3M	3.1%Prev: 3.9%	13,396 SH	Decreased-4,329 SH
ISHARES GOLD TR	ISHARES NEW	$549K	0.3%Prev: 0.2%	9,307 SH	Increased+357 SH
ISHARES TR	1 3 YR TREAS BD	$3.2M	1.6%Prev: 1.3%	38,288 SH	Increased+5,676 SH
ISHARES TR	CORE MSCI EURO	$236K	0.1%Prev: 0.1%	3,926 SH	Increased+131 SH
ISHARES TR	CORE S&P MCP ETF	$5.3M	2.7%Prev: 3.5%	91,199 SH	Decreased-23,951 SH
ISHARES TR	CORE S&P SCP ETF	$9.5M	4.7%Prev: 5.7%	90,802 SH	Decreased-11,881 SH
ISHARES TR	CORE S&P500 ETF	$1.2M	0.6%Prev: 0.8%	2,079 SH	Decreased-1,065 SH
ISHARES TR	ISHS 1-5YR INVS	$663K	0.3%Prev: 0.3%	12,653 SH	Decreased-968 SH
ISHARES TR	MORNINGSTR US EQ	$1.2M	0.6%Prev: 0.6%	15,465 SH	Increased
ISHARES TR	MSCI INTL QUALTY	$3.2M	1.6%Prev: 0.7%	80,577 SH	Increased+47,062 SH
ISHARES TR	RUS MD CP GR ETF	$4.8M	2.4%Prev: 3.0%	41,257 SH	Decreased-11,248 SH
ISHARES TR	RUS MDCP VAL ETF	$5.4M	2.7%Prev: 3.4%	43,089 SH	Decreased-10,582 SH
ISHARES TR	RUS MID CAP ETF	$2.4M	1.2%Prev: 1.2%	28,043 SH	Increased
ISHARES TR	S&P 500 GRWT ETF	$660K	0.3%Prev: 0.5%	7,106 SH	Decreased-4,926 SH
ISHARES TR	S&P 500 VAL ETF	$2.2M	1.1%Prev: 1.3%	11,318 SH	Decreased-3,003 SH
ISHARES TR	S&P SML 600 GWT	$5.0M	2.5%Prev: 3.2%	39,857 SH	Decreased-9,551 SH
ISHARES TR	SP SMCP600VL ETF	$7.5M	3.7%Prev: 4.7%	76,955 SH	Decreased-14,793 SH
ISHARES TR	TIPS BD ETF	$497K	0.2%Prev: 0.3%	4,472 SH	Decreased-269 SH
ISHARES TR	U.S. ENERGY ETF	$203K	0.1%	4,120 SH	New
ISHARES TR	U.S. FINLS ETF	$702K	0.4%Prev: 0.3%	6,221 SH	Increased+4 SH
JOHNSON & JOHNSON	COM	$392K	0.2%Prev: 0.2%	2,360 SH	Decreased-198 SH
JPMORGAN CHASE & CO.	COM	$539K	0.3%	2,196 SH	New
LAM RESEARCH CORP	COM NEW	$209K	0.1%	2,880 SH	New
MCDONALDS CORP	COM	$230K	0.1%	737 SH	New
META PLATFORMS INC	CL A	$535K	0.3%Prev: 0.2%	929 SH	Increased-99 SH
MICROSOFT CORP	COM	$1.3M	0.6%Prev: 0.7%	3,404 SH	Decreased-145 SH
MONDELEZ INTL INC	CL A	$225K	0.1%Prev: 0.1%	3,308 SH	Increased+418 SH
NVIDIA CORPORATION	COM	$1.5M	0.7%Prev: 0.4%	13,863 SH	Increased+12,910 SH
OLD DOMINION FREIGHT LINE IN	COM	$482K	0.2%Prev: 0.3%	2,916 SH	Decreased
PHILIP MORRIS INTL INC	COM	$408K	0.2%Prev: 0.1%	2,571 SH	Increased+124 SH
PROCTER AND GAMBLE CO	COM	$250K	0.1%Prev: 0.1%	1,467 SH	Decreased-223 SH
PROSHARES TR	S&P 500 DV ARIST	$1.6M	0.8%Prev: 1.4%	15,300 SH	Decreased-13,046 SH
SALESFORCE INC	COM	$249K	0.1%Prev: 0.1%	928 SH	Decreased
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$869K	0.4%	36,823 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$792K	0.4%Prev: 0.1%	28,324 SH	Increased+24,711 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$10.3M	5.2%Prev: 5.6%	412,586 SH	Decreased+292,448 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$9.3M	4.7%Prev: 4.6%	351,389 SH	Increased+231,679 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$13.7M	6.8%Prev: 6.5%	619,738 SH	Increased+410,967 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$6.1M	3.0%Prev: 3.3%	231,374 SH	Decreased+151,573 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$4.9M	2.4%Prev: 2.6%	208,886 SH	Decreased+101,626 SH
SELECT SECTOR SPDR TR	SBI INT-UTILS	$936K	0.5%Prev: 0.4%	11,874 SH	Increased+130 SH
SPDR S&P 500 ETF TR	TR UNIT	$560K	0.3%	1,001 SH	New
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$287K	0.1%	537 SH	New
SPDR SER TR	BLOOMBERG 1-3 MO	$1.0M	0.5%Prev: 0.2%	11,367 SH	Increased+7,544 SH
SPDR SER TR	BLOOMBERG 3-12 M	$382K	0.2%Prev: 0.2%	3,843 SH	Decreased-548 SH
SPDR SER TR	PORTFOLIO S&P500	$213K	0.1%	3,242 SH	New
SPDR SER TR	PORTFOLIO S&P600	$256K	0.1%	6,290 SH	New
SPDR SER TR	S&P 400 MDCP GRW	$5.0M	2.5%Prev: 3.1%	62,752 SH	Decreased-7,324 SH
SPDR SER TR	S&P 400 MDCP VAL	$5.7M	2.9%Prev: 3.0%	74,261 SH	Decreased-4,884 SH
SPDR SER TR	S&P 600 SMCP GRW	$3.4M	1.7%Prev: 2.1%	41,205 SH	Decreased-7,840 SH
SPDR SER TR	S&P 600 SMCP VAL	$4.1M	2.1%Prev: 2.4%	52,931 SH	Decreased-5,768 SH
SPDR SER TR	S&P DIVID ETF	$1.4M	0.7%Prev: 0.7%	10,158 SH	Increased-150 SH
TESLA INC	COM	$505K	0.3%Prev: 0.2%	1,950 SH	Increased
TJX COS INC NEW	COM	$236K	0.1%	1,939 SH	New
TOLL BROTHERS INC	COM	$663K	0.3%Prev: 0.6%	6,278 SH	Decreased-2,472 SH
UNITEDHEALTH GROUP INC	COM	$542K	0.3%Prev: 0.3%	1,034 SH	Decreased-163 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$330K	0.2%	4,211 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$3.8M	1.9%Prev: 1.9%	10,143 SH	Increased-721 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$4.5M	2.3%Prev: 1.6%	17,569 SH	Increased+4,028 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$4.4M	2.2%Prev: 2.0%	18,142 SH	Increased+1,084 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$5.7M	2.8%Prev: 2.0%	35,510 SH	Increased+9,362 SH
VANGUARD INDEX FDS	MID CAP ETF	$6.0M	3.0%Prev: 2.1%	23,361 SH	Increased+6,474 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$3.5M	1.8%Prev: 1.3%	19,003 SH	Increased+5,456 SH
VANGUARD INDEX FDS	SMALL CP ETF	$4.0M	2.0%Prev: 1.3%	17,951 SH	Increased+6,655 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$4.7M	2.3%Prev: 2.2%	18,614 SH	Increased+1,977 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.5M	1.3%Prev: 1.2%	9,170 SH	Increased-44 SH
VANGUARD INDEX FDS	VALUE ETF	$4.3M	2.2%Prev: 1.6%	25,019 SH	Increased+4,976 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$997K	0.5%Prev: 0.5%	14,193 SH	Increased+508 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$736K	0.4%Prev: 0.3%	3,792 SH	Increased+415 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$430K	0.2%	8,458 SH	New
VANGUARD WORLD FD	CONSUM STP ETF	$221K	0.1%Prev: 0.1%	1,008 SH	Increased
VANGUARD WORLD FD	HEALTH CAR ETF	$1.2M	0.6%Prev: 0.5%	4,403 SH	Increased+867 SH
VANGUARD WORLD FD	INF TECH ETF	$614K	0.3%Prev: 0.3%	1,132 SH	Decreased-96 SH
VISA INC	COM CL A	$522K	0.3%Prev: 0.2%	1,489 SH	Increased+215 SH
WILLIAMS COS INC	COM	$278K	0.1%	4,647 SH	New
WISDOMTREE TR	US QTLY DIV GRT	$516K	0.3%Prev: 0.4%	6,455 SH	Decreased-3,682 SH

Sold (vs prior filing)

CISCO SYS INC — $233K
JPMORGAN CHASE & CO — $275K
MARRIOTT INTL INC NEW — $259K
MARTIN MARIETTA MATLS INC — $231K
SEMPRA — $234K
WHITE MTNS INS GROUP LTD — $278K

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