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: $215.7M84 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$295K	0.1%Prev: 0.1%	1,274 SH	Increased+261 SH
ALPHABET INC	CAP STK CL A	$269K	0.1%	1,107 SH	New
ALPHABET INC	CAP STK CL C	$613K	0.3%Prev: 0.3%	2,516 SH	Decreased-1,737 SH
AMAZON COM INC	COM	$955K	0.4%Prev: 0.5%	4,350 SH	Decreased-1,376 SH
APPLE INC	COM	$2.7M	1.3%Prev: 1.0%	10,688 SH	Increased+1,901 SH
BANK NEW YORK MELLON CORP	COM	$496K	0.2%	4,556 SH	New
BIOCRYST PHARMACEUTICALS INC	COM	$228K	0.1%Prev: 0.1%	30,000 SH	Decreased
BOOKING HOLDINGS INC	COM	$248K	0.1%	46 SH	New
COPART INC	COM	$393K	0.2%Prev: 0.2%	8,744 SH	Decreased
COSTCO WHSL CORP NEW	COM	$276K	0.1%Prev: 0.2%	298 SH	Decreased-231 SH
DECKERS OUTDOOR CORP	COM	$493K	0.2%Prev: 0.4%	4,860 SH	Decreased
ELI LILLY & CO	COM	$306K	0.1%Prev: 0.2%	400 SH	Decreased
GOLDMAN SACHS GROUP INC	COM	$221K	0.1%	277 SH	New
HOME DEPOT INC	COM	$450K	0.2%Prev: 0.2%	1,109 SH	Increased+3 SH
INVESCO EXCH TRADED FD TR II	SHORT TERM TREAS	$1.5M	0.7%Prev: 0.4%	13,732 SH	Increased+6,531 SH
INVESCO QQQ TR	UNIT SER 1	$7.1M	3.3%Prev: 3.6%	11,842 SH	Decreased-3,308 SH
ISHARES GOLD TR	ISHARES NEW	$682K	0.3%Prev: 0.2%	9,372 SH	Increased+422 SH
ISHARES TR	1 3 YR TREAS BD	$2.7M	1.3%Prev: 1.3%	32,765 SH	Increased+1,158 SH
ISHARES TR	CORE MSCI EURO	$273K	0.1%Prev: 0.1%	4,004 SH	Increased+130 SH
ISHARES TR	CORE S&P MCP ETF	$5.5M	2.6%Prev: 3.0%	84,860 SH	Decreased-13,883 SH
ISHARES TR	CORE S&P SCP ETF	$10.2M	4.7%Prev: 5.5%	85,760 SH	Decreased-9,953 SH
ISHARES TR	CORE S&P500 ETF	$1.4M	0.6%Prev: 0.8%	2,069 SH	Decreased-720 SH
ISHARES TR	ISHS 1-5YR INVS	$680K	0.3%Prev: 0.4%	12,826 SH	Decreased-781 SH
ISHARES TR	MORNINGSTR US EQ	$1.4M	0.7%Prev: 0.6%	15,466 SH	Increased+1 SH
ISHARES TR	MSCI INTL QUALTY	$3.5M	1.6%Prev: 1.0%	78,798 SH	Increased+27,675 SH
ISHARES TR	RUS MD CP GR ETF	$5.2M	2.4%Prev: 2.6%	36,701 SH	Decreased-8,320 SH
ISHARES TR	RUS MDCP VAL ETF	$5.6M	2.6%Prev: 3.0%	39,767 SH	Decreased-5,958 SH
ISHARES TR	RUS MID CAP ETF	$2.7M	1.3%Prev: 1.2%	28,043 SH	Increased
ISHARES TR	S&P 500 GRWT ETF	$859K	0.4%Prev: 0.6%	7,113 SH	Decreased-4,940 SH
ISHARES TR	S&P 500 VAL ETF	$2.3M	1.1%Prev: 1.3%	11,377 SH	Decreased-2,367 SH
ISHARES TR	S&P SML 600 GWT	$5.0M	2.3%Prev: 2.9%	35,052 SH	Decreased-7,950 SH
ISHARES TR	SP SMCP600VL ETF	$8.1M	3.8%Prev: 4.2%	73,380 SH	Decreased-6,562 SH
ISHARES TR	TIPS BD ETF	$509K	0.2%Prev: 0.3%	4,573 SH	Decreased-263 SH
ISHARES TR	U.S. FINLS ETF	$788K	0.4%Prev: 0.3%	6,223 SH	Increased+4 SH
JOHNSON & JOHNSON	COM	$425K	0.2%Prev: 0.2%	2,290 SH	Increased-322 SH
JPMORGAN CHASE & CO.	COM	$653K	0.3%Prev: 0.2%	2,070 SH	Increased+263 SH
LAM RESEARCH CORP	COM NEW	$386K	0.2%	2,880 SH	New
MCDONALDS CORP	COM	$225K	0.1%	741 SH	New
META PLATFORMS INC	CL A	$682K	0.3%Prev: 0.3%	929 SH	Increased-21 SH
MICROSOFT CORP	COM	$1.5M	0.7%Prev: 0.7%	2,801 SH	Increased-408 SH
NVIDIA CORPORATION	COM	$846K	0.4%Prev: 0.6%	4,533 SH	Decreased-5,415 SH
OLD DOMINION FREIGHT LINE IN	COM	$411K	0.2%Prev: 0.3%	2,916 SH	Decreased
PROSHARES TR	S&P 500 DV ARIST	$1.5M	0.7%Prev: 0.9%	14,193 SH	Decreased-3,491 SH
SALESFORCE INC	COM	$220K	0.1%Prev: 0.1%	928 SH	Decreased
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$1000K	0.5%Prev: 0.2%	38,012 SH	Increased+31,120 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$777K	0.4%Prev: 0.3%	28,457 SH	Increased+21,395 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$12.4M	5.8%Prev: 5.2%	389,243 SH	Increased+286,724 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$8.9M	4.1%Prev: 4.3%	306,538 SH	Increased+197,668 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$15.3M	7.1%Prev: 6.6%	582,368 SH	Increased+382,514 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$3.6M	1.7%Prev: 3.5%	121,566 SH	Decreased+36,492 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$4.3M	2.0%Prev: 3.1%	155,747 SH	Decreased+34,470 SH
SELECT SECTOR SPDR TR	SBI INT-UTILS	$1.0M	0.5%Prev: 0.5%	11,862 SH	Increased+51 SH
SPDR S&P 500 ETF TR	TR UNIT	$667K	0.3%	1,001 SH	New
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$320K	0.1%	538 SH	New
SPDR SERIES TRUST	BLOOMBERG 1-3 MO	$773K	0.4%	8,430 SH	New
SPDR SERIES TRUST	BLOOMBERG 3-12 M	$357K	0.2%	3,587 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$255K	0.1%	3,260 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P600	$291K	0.1%	6,290 SH	New
SPDR SERIES TRUST	S&P 400 MDCP GRW	$5.5M	2.6%	60,476 SH	New
SPDR SERIES TRUST	S&P 400 MDCP VAL	$5.8M	2.7%	70,088 SH	New
SPDR SERIES TRUST	S&P 600 SMCP GRW	$3.4M	1.6%	35,706 SH	New
SPDR SERIES TRUST	S&P 600 SMCP VAL	$4.5M	2.1%	50,316 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$1.8M	0.8%	13,030 SH	New
TESLA INC	COM	$867K	0.4%Prev: 0.2%	1,950 SH	Increased
TJX COS INC NEW	COM	$280K	0.1%	1,939 SH	New
VANGUARD BD INDEX FDS	SHORT TRM BOND	$435K	0.2%	5,516 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$5.1M	2.4%Prev: 1.7%	10,699 SH	Increased+1,472 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$6.2M	2.9%Prev: 1.8%	20,175 SH	Increased+6,502 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$5.8M	2.7%Prev: 2.1%	19,745 SH	Increased+2,279 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$6.6M	3.1%Prev: 2.8%	37,722 SH	Increased+3,886 SH
VANGUARD INDEX FDS	MID CAP ETF	$10.9M	5.0%Prev: 2.6%	36,978 SH	Increased+16,835 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$3.4M	1.6%Prev: 1.7%	16,276 SH	Decreased-1,111 SH
VANGUARD INDEX FDS	SMALL CP ETF	$5.1M	2.4%Prev: 1.8%	20,155 SH	Increased+4,348 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$5.2M	2.4%Prev: 2.4%	17,606 SH	Increased-854 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$3.0M	1.4%Prev: 1.3%	9,116 SH	Increased-64 SH
VANGUARD INDEX FDS	VALUE ETF	$5.1M	2.4%Prev: 2.0%	27,574 SH	Increased+4,367 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$1.1M	0.5%Prev: 0.5%	14,351 SH	Increased+827 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.0M	0.5%Prev: 0.3%	4,753 SH	Increased+1,529 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$331K	0.2%Prev: 0.1%	5,531 SH	Increased+54 SH
VANGUARD WORLD FD	CONSUM STP ETF	$216K	0.1%Prev: 0.1%	1,009 SH	Decreased+1 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$1.2M	0.6%Prev: 0.5%	4,631 SH	Increased+1,095 SH
VANGUARD WORLD FD	INF TECH ETF	$812K	0.4%Prev: 0.3%	1,088 SH	Increased-44 SH
VISA INC	COM CL A	$431K	0.2%Prev: 0.2%	1,263 SH	Increased+52 SH
WISDOMTREE TR	US QTLY DIV GRT	$579K	0.3%Prev: 0.3%	6,505 SH	Increased+100 SH

Sold (vs prior filing)

ALTRIA GROUP INC — $281K
BANK AMERICA CORP — $1.6M
INVESCO EXCHANGE TRADED FD T — $235K
MONDELEZ INTL INC — $216K
PHILIP MORRIS INTL INC — $305K
PROCTER AND GAMBLE CO — $283K
SPDR SER TR — $549K
SPDR SER TR — $414K
SPDR SER TR — $217K
SPDR SER TR — $5.7M
SPDR SER TR — $6.3M
SPDR SER TR — $4.0M
SPDR SER TR — $4.9M
SPDR SER TR — $1.4M
TOLL BROTHERS INC — $1.3M
UNITEDHEALTH GROUP INC — $703K
WILLIAMS COS INC — $212K

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