Loading…
CIK 0002052759 • 1 13F filing • Jul 21, 2026 – Jul 21, 2026
Import this data to Google Sheets with:
=jivedata("councilor-wealth-llc-0002052759-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $291K | 0.1% | 1,273 SH | New |
| ALPHABET INC | CAP STK CL A | $259K | 0.1% | 827 SH | New |
| ALPHABET INC | CAP STK CL C | $540K | 0.3%Prev: 0.3% | 1,719 SH | Decreased-2,390 SH |
| AMAZON COM INC | COM | $976K | 0.5%Prev: 0.5% | 4,230 SH | Increased-2,124 SH |
| APPLE INC | COM | $2.8M | 1.3%Prev: 1.7% | 10,425 SH | Decreased-7,024 SH |
| BANK NEW YORK MELLON CORP | COM | $521K | 0.2% | 4,486 SH | New |
| BIOCRYST PHARMACEUTICALS INC | COM | $234K | 0.1% | 30,000 SH | New |
| BOOKING HOLDINGS INC | COM | $246K | 0.1% | 46 SH | New |
| COPART INC | COM | $342K | 0.2%Prev: 0.2% | 8,744 SH | Decreased+328 SH |
| COSTCO WHSL CORP NEW | COM | $257K | 0.1%Prev: 0.2% | 298 SH | Decreased-337 SH |
| DECKERS OUTDOOR CORP | COM | $504K | 0.2%Prev: 0.3% | 4,860 SH | Decreased+4,050 SH |
| ELI LILLY & CO | COM | $430K | 0.2%Prev: 0.1% | 400 SH | Increased-60 SH |
| GOLDMAN SACHS GROUP INC | COM | $204K | 0.1% | 232 SH | New |
| HOME DEPOT INC | COM | $345K | 0.2%Prev: 0.2% | 1,001 SH | Decreased-72 SH |
| INVESCO EXCH TRADED FD TR II | SHORT TERM TREAS | $1.4M | 0.7%Prev: 0.8% | 13,371 SH | Decreased-549 SH |
| INVESCO QQQ TR | UNIT SER 1 | $6.8M | 3.2%Prev: 4.3% | 11,105 SH | Decreased-9,132 SH |
| ISHARES GOLD TR | ISHARES NEW | $761K | 0.4%Prev: 0.2% | 9,372 SH | Increased-48 SH |
| ISHARES TR | 1 3 YR TREAS BD | $2.4M | 1.1%Prev: 1.5% | 28,598 SH | Decreased-6,019 SH |
| ISHARES TR | CORE MSCI EURO | $284K | 0.1%Prev: 0.1% | 4,003 SH | Increased+208 SH |
| ISHARES TR | CORE S&P MCP ETF | $5.0M | 2.3%Prev: 3.9% | 75,223 SH | Decreased+47,924 SH |
| ISHARES TR | CORE S&P SCP ETF | $9.7M | 4.6%Prev: 6.1% | 80,506 SH | Decreased-29,206 SH |
| ISHARES TR | CORE S&P500 ETF | $1.2M | 0.6%Prev: 0.8% | 1,753 SH | Decreased-1,631 SH |
| ISHARES TR | ISHS 1-5YR INVS | $703K | 0.3%Prev: 0.3% | 13,287 SH | Increased+1,866 SH |
| ISHARES TR | MORNINGSTR US EQ | $1.5M | 0.7%Prev: 0.5% | 15,465 SH | Increased |
| ISHARES TR | MSCI INTL QUALTY | $3.9M | 1.8% | 85,999 SH | New |
| ISHARES TR | RUS MD CP GR ETF | $4.9M | 2.3%Prev: 3.3% | 36,016 SH | Decreased-24,971 SH |
| ISHARES TR | RUS MDCP VAL ETF | $5.2M | 2.5%Prev: 3.6% | 37,179 SH | Decreased-23,075 SH |
| ISHARES TR | RUS MID CAP ETF | $2.7M | 1.3%Prev: 1.1% | 28,043 SH | Increased |
| ISHARES TR | S&P 500 GRWT ETF | $872K | 0.4%Prev: 0.5% | 7,074 SH | Decreased-6,178 SH |
| ISHARES TR | S&P 500 VAL ETF | $2.4M | 1.1%Prev: 1.3% | 11,404 SH | Decreased-3,296 SH |
| ISHARES TR | S&P SML 600 GWT | $4.6M | 2.2%Prev: 3.5% | 32,428 SH | Decreased-22,380 SH |
| ISHARES TR | SP SMCP600VL ETF | $8.0M | 3.8%Prev: 5.3% | 70,155 SH | Decreased-30,396 SH |
| ISHARES TR | TIPS BD ETF | $508K | 0.2%Prev: 0.3% | 4,619 SH | Decreased-122 SH |
| ISHARES TR | U.S. FINLS ETF | $802K | 0.4%Prev: 0.3% | 6,223 SH | Increased-11 SH |
| JOHNSON & JOHNSON | COM | $465K | 0.2%Prev: 0.2% | 2,245 SH | Increased-230 SH |
| JPMORGAN CHASE & CO. | COM | $648K | 0.3% | 2,012 SH | New |
| LAM RESEARCH CORP | COM NEW | $493K | 0.2% | 2,880 SH | New |
| MCDONALDS CORP | COM | $221K | 0.1% | 723 SH | New |
| META PLATFORMS INC | CL A | $613K | 0.3%Prev: 0.2% | 929 SH | Increased-136 SH |
| MICROSOFT CORP | COM | $843K | 0.4%Prev: 0.6% | 1,742 SH | Decreased-1,547 SH |
| NVIDIA CORPORATION | COM | $845K | 0.4%Prev: 0.2% | 4,533 SH | Increased+3,580 SH |
| OLD DOMINION FREIGHT LINE IN | COM | $457K | 0.2%Prev: 0.3% | 2,916 SH | Decreased+1,458 SH |
| PROSHARES TR | S&P 500 DV ARIST | $1.4M | 0.7%Prev: 1.4% | 13,267 SH | Decreased-14,653 SH |
| SALESFORCE INC | COM | $246K | 0.1%Prev: 0.1% | 928 SH | Increased+39 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $1.0M | 0.5% | 37,658 SH | New |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $883K | 0.4%Prev: 0.1% | 32,180 SH | Increased+28,594 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $11.8M | 5.6%Prev: 5.8% | 361,234 SH | Increased+225,001 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $8.4M | 4.0%Prev: 4.0% | 283,449 SH | Increased+171,552 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $14.7M | 7.0%Prev: 6.1% | 546,716 SH | Increased+337,875 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $3.6M | 1.7%Prev: 2.9% | 119,132 SH | Decreased+43,514 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $4.4M | 2.1%Prev: 2.3% | 153,028 SH | Decreased+56,529 SH |
| SELECT SECTOR SPDR TR | STATE STREET UTI | $1.0M | 0.5% | 23,725 SH | New |
| SPDR GOLD TR | GOLD SHS | $216K | 0.1% | 544 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $508K | 0.2%Prev: 0.2% | 745 SH | Increased+22 SH |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $324K | 0.2% | 537 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $21.6M | 10.2% | 237,705 SH | New |
| TESLA INC | COM | $877K | 0.4%Prev: 0.3% | 1,950 SH | Increased-20 SH |
| TJX COS INC NEW | COM | $278K | 0.1% | 1,810 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $5.4M | 2.5%Prev: 2.0% | 10,999 SH | Increased-1,463 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $6.7M | 3.2%Prev: 1.6% | 21,280 SH | Increased+7,437 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $5.5M | 2.6%Prev: 2.0% | 19,849 SH | Increased+2,414 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $6.8M | 3.2%Prev: 2.0% | 38,095 SH | Increased+11,000 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $10.9M | 5.1%Prev: 1.9% | 37,393 SH | Increased+21,805 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $3.5M | 1.6%Prev: 1.2% | 16,335 SH | Increased+3,056 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $5.2M | 2.5%Prev: 1.2% | 20,294 SH | Increased+8,961 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $5.4M | 2.5%Prev: 2.1% | 17,853 SH | Increased+1,365 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.0M | 1.4%Prev: 1.1% | 9,018 SH | Increased-211 SH |
| VANGUARD INDEX FDS | VALUE ETF | $6.4M | 3.0%Prev: 1.6% | 33,294 SH | Increased+12,358 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $1.0M | 0.5%Prev: 0.5% | 12,024 SH | Increased-2,785 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.1M | 0.5%Prev: 0.3% | 5,163 SH | Increased+2,020 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $349K | 0.2% | 5,587 SH | New |
| VANGUARD WORLD FD | CONSUM STP ETF | $213K | 0.1% | 1,008 SH | New |
| VANGUARD WORLD FD | HEALTH CAR ETF | $1.1M | 0.5% | 3,735 SH | New |
| VANGUARD WORLD FD | INF TECH ETF | $820K | 0.4% | 1,087 SH | New |
| VISA INC | COM CL A | $424K | 0.2%Prev: 0.2% | 1,207 SH | Increased-158 SH |
| WISDOMTREE TR | US QTLY DIV GRT | $584K | 0.3%Prev: 0.4% | 6,530 SH | Decreased-3,402 SH |
| 13F-HR |
| 0001172661-26-004454 |
| $242.7M |
| View |
| Nov 6, 2025 | Q3 2025 | 13F-HR | 0001172661-25-004615 | $215.7M | View |
| Apr 8, 2025 | Q3 2024 | 13F-HR | 0001172661-25-001426 | $204.7M | View |
| Jul 21, 2026 | Q2 2026 | 13F-HR | 0001172661-26-002707 | $247.2M | View |
| Jul 29, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002765 | $214.2M | View |
| Apr 8, 2025 | Q2 2024 | 13F-HR | 0001172661-25-001425 | $193.8M | View |
| May 13, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001795 | $206.0M | View |
| Apr 16, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001499 | $200.4M | View |
| Apr 8, 2025 | Q1 2024 | 13F-HR | 0001172661-25-001424 | $199.8M | View |