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: $214.2M90 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$236K	0.1%	1,273 SH	New
ALPHABET INC	CAP STK CL C	$921K	0.4%Prev: 0.4%	5,191 SH	Increased+949 SH
ALTRIA GROUP INC	COM	$341K	0.2%Prev: 0.1%	5,818 SH	Increased+334 SH
AMAZON COM INC	COM	$1.4M	0.7%Prev: 0.6%	6,413 SH	Increased-49 SH
APPLE INC	COM	$1.9M	0.9%Prev: 1.9%	9,235 SH	Decreased-8,576 SH
BANK AMERICA CORP	COM	$1.7M	0.8%Prev: 0.8%	35,168 SH	Increased-5,284 SH
BANK NEW YORK MELLON CORP	COM	$532K	0.2%	5,839 SH	New
BIOCRYST PHARMACEUTICALS INC	COM	$269K	0.1%Prev: 0.1%	30,000 SH	Increased
BOOKING HOLDINGS INC	COM	$266K	0.1%	46 SH	New
COPART INC	COM	$429K	0.2%Prev: 0.2%	8,744 SH	Decreased
COSTCO WHSL CORP NEW	COM	$554K	0.3%Prev: 0.2%	559 SH	Increased+31 SH
DECKERS OUTDOOR CORP	COM	$501K	0.2%Prev: 0.4%	4,860 SH	Decreased+4,050 SH
ELI LILLY & CO	COM	$312K	0.1%Prev: 0.2%	400 SH	Decreased
HOME DEPOT INC	COM	$407K	0.2%Prev: 0.2%	1,108 SH	Increased+2 SH
INVESCO EXCH TRADED FD TR II	SHORT TERM TREAS	$1.8M	0.8%Prev: 0.4%	16,682 SH	Increased+8,790 SH
INVESCO QQQ TR	UNIT SER 1	$7.1M	3.3%Prev: 4.3%	12,880 SH	Decreased-4,430 SH
ISHARES GOLD TR	ISHARES NEW	$580K	0.3%Prev: 0.2%	9,307 SH	Increased+357 SH
ISHARES TR	1 3 YR TREAS BD	$3.0M	1.4%Prev: 1.4%	36,729 SH	Increased+3,673 SH
ISHARES TR	CORE MSCI EURO	$265K	0.1%Prev: 0.1%	4,003 SH	Increased+129 SH
ISHARES TR	CORE S&P MCP ETF	$5.6M	2.6%Prev: 3.0%	90,234 SH	Decreased-8,458 SH
ISHARES TR	CORE S&P SCP ETF	$9.9M	4.6%Prev: 5.2%	90,500 SH	Decreased-4,743 SH
ISHARES TR	CORE S&P500 ETF	$1.3M	0.6%Prev: 0.9%	2,083 SH	Decreased-1,069 SH
ISHARES TR	ISHS 1-5YR INVS	$674K	0.3%Prev: 0.4%	12,776 SH	Decreased-936 SH
ISHARES TR	MORNINGSTR US EQ	$1.3M	0.6%Prev: 0.6%	15,465 SH	Increased
ISHARES TR	MSCI INTL QUALTY	$3.6M	1.7%Prev: 0.9%	83,247 SH	Increased+39,712 SH
ISHARES TR	RUS MD CP GR ETF	$5.5M	2.6%Prev: 2.6%	39,635 SH	Increased-5,896 SH
ISHARES TR	RUS MDCP VAL ETF	$5.7M	2.6%Prev: 2.8%	42,911 SH	Increased-2,654 SH
ISHARES TR	RUS MID CAP ETF	$2.6M	1.2%Prev: 1.2%	28,043 SH	Increased
ISHARES TR	S&P 500 GRWT ETF	$783K	0.4%Prev: 0.6%	7,109 SH	Decreased-4,933 SH
ISHARES TR	S&P 500 VAL ETF	$2.2M	1.0%Prev: 1.4%	11,352 SH	Decreased-3,032 SH
ISHARES TR	S&P SML 600 GWT	$5.2M	2.4%Prev: 2.9%	38,717 SH	Decreased-4,340 SH
ISHARES TR	SP SMCP600VL ETF	$7.6M	3.6%Prev: 4.2%	76,613 SH	Decreased-7,503 SH
ISHARES TR	TIPS BD ETF	$499K	0.2%Prev: 0.3%	4,534 SH	Decreased-369 SH
ISHARES TR	U.S. FINLS ETF	$753K	0.4%Prev: 0.3%	6,221 SH	Increased+3 SH
JOHNSON & JOHNSON	COM	$362K	0.2%Prev: 0.2%	2,366 SH	Decreased-257 SH
JPMORGAN CHASE & CO.	COM	$600K	0.3%Prev: 0.2%	2,069 SH	Increased+508 SH
LAM RESEARCH CORP	COM NEW	$280K	0.1%	2,880 SH	New
MCDONALDS CORP	COM	$216K	0.1%	739 SH	New
META PLATFORMS INC	CL A	$686K	0.3%Prev: 0.3%	929 SH	Increased-63 SH
MICROSOFT CORP	COM	$1.7M	0.8%Prev: 0.7%	3,408 SH	Increased+227 SH
MONDELEZ INTL INC	CL A	$225K	0.1%	3,328 SH	New
NVIDIA CORPORATION	COM	$2.1M	1.0%Prev: 0.6%	13,464 SH	Increased+3,516 SH
OLD DOMINION FREIGHT LINE IN	COM	$473K	0.2%Prev: 0.3%	2,916 SH	Decreased
PHILIP MORRIS INTL INC	COM	$472K	0.2%Prev: 0.1%	2,594 SH	Increased+112 SH
PROCTER AND GAMBLE CO	COM	$234K	0.1%Prev: 0.1%	1,470 SH	Decreased-219 SH
PROSHARES TR	S&P 500 DV ARIST	$1.5M	0.7%Prev: 1.3%	15,161 SH	Decreased-10,471 SH
SALESFORCE INC	COM	$253K	0.1%Prev: 0.1%	928 SH	Increased
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$946K	0.4%Prev: 0.2%	38,538 SH	Increased+33,969 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$745K	0.3%Prev: 0.1%	28,120 SH	Increased+25,091 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$11.9M	5.6%Prev: 5.7%	408,031 SH	Increased+297,900 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$9.7M	4.5%Prev: 4.1%	350,876 SH	Increased+244,126 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$15.1M	7.1%Prev: 6.6%	617,821 SH	Increased+418,151 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$4.3M	2.0%Prev: 3.3%	153,340 SH	Decreased+70,597 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$5.0M	2.3%Prev: 2.7%	196,417 SH	Decreased+87,926 SH
SELECT SECTOR SPDR TR	SBI INT-UTILS	$970K	0.5%Prev: 0.4%	11,875 SH	Increased+131 SH
SPDR S&P 500 ETF TR	TR UNIT	$618K	0.3%	1,001 SH	New
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$304K	0.1%	537 SH	New
SPDR SERIES TRUST	BLOOMBERG 1-3 MO	$961K	0.4%	10,479 SH	New
SPDR SERIES TRUST	BLOOMBERG 3-12 M	$409K	0.2%	4,111 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$236K	0.1%	3,252 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P600	$267K	0.1%	6,276 SH	New
SPDR SERIES TRUST	S&P 400 MDCP GRW	$5.3M	2.5%	61,327 SH	New
SPDR SERIES TRUST	S&P 400 MDCP VAL	$5.6M	2.6%	70,934 SH	New
SPDR SERIES TRUST	S&P 600 SMCP GRW	$3.4M	1.6%	38,500 SH	New
SPDR SERIES TRUST	S&P 600 SMCP VAL	$4.1M	1.9%	50,832 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$1.6M	0.7%	11,726 SH	New
TESLA INC	COM	$619K	0.3%Prev: 0.2%	1,950 SH	Increased
TJX COS INC NEW	COM	$239K	0.1%	1,939 SH	New
TOLL BROTHERS INC	COM	$717K	0.3%Prev: 0.5%	6,278 SH	Decreased-2,472 SH
UNITEDHEALTH GROUP INC	COM	$210K	0.1%Prev: 0.3%	674 SH	Decreased-525 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$445K	0.2%	5,658 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$4.2M	1.9%Prev: 2.1%	9,501 SH	Increased-1,290 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$5.0M	2.4%Prev: 1.8%	17,697 SH	Increased+3,707 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$5.3M	2.5%Prev: 2.2%	18,493 SH	Increased+64 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$5.9M	2.8%Prev: 2.3%	35,970 SH	Increased+6,985 SH
VANGUARD INDEX FDS	MID CAP ETF	$9.0M	4.2%Prev: 2.3%	32,169 SH	Increased+13,653 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$3.7M	1.7%Prev: 1.4%	19,172 SH	Increased+4,089 SH
VANGUARD INDEX FDS	SMALL CP ETF	$4.5M	2.1%Prev: 1.4%	19,156 SH	Increased+6,373 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$5.1M	2.4%Prev: 2.2%	18,366 SH	Increased+1,127 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.8M	1.3%Prev: 1.3%	9,170 SH	Increased+98 SH
VANGUARD INDEX FDS	VALUE ETF	$4.3M	2.0%Prev: 1.8%	24,488 SH	Increased+2,919 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$1.1M	0.5%Prev: 0.5%	14,316 SH	Increased-237 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$910K	0.4%Prev: 0.3%	4,447 SH	Increased+981 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$314K	0.1%	5,515 SH	New
VANGUARD WORLD FD	CONSUM STP ETF	$221K	0.1%Prev: 0.1%	1,008 SH	Increased
VANGUARD WORLD FD	HEALTH CAR ETF	$1.1M	0.5%Prev: 0.5%	4,626 SH	Increased+1,090 SH
VANGUARD WORLD FD	INF TECH ETF	$722K	0.3%Prev: 0.3%	1,087 SH	Increased-45 SH
VISA INC	COM CL A	$522K	0.2%Prev: 0.2%	1,470 SH	Increased+195 SH
WILLIAMS COS INC	COM	$292K	0.1%	4,647 SH	New
WISDOMTREE TR	US QTLY DIV GRT	$543K	0.3%Prev: 0.3%	6,481 SH	Decreased-1,473 SH

Sold (vs prior filing)

CISCO SYS INC — $244K
MARRIOTT INTL INC NEW — $248K
PFIZER INC — $227K
SEMPRA — $248K
SPDR SER TR — $344K
SPDR SER TR — $421K
SPDR SER TR — $206K
SPDR SER TR — $5.8M
SPDR SER TR — $5.5M
SPDR SER TR — $4.1M
SPDR SER TR — $4.5M
SPDR SER TR — $1.3M
WHITE MTNS INS GROUP LTD — $282K

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