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: $206.0M76 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$277K	0.1%Prev: 0.1%	1,273 SH	Increased
ALPHABET INC	CAP STK CL A	$225K	0.1%	781 SH	New
ALPHABET INC	CAP STK CL C	$493K	0.2%Prev: 0.4%	1,719 SH	Decreased-3,469 SH
AMAZON COM INC	COM	$874K	0.4%Prev: 0.6%	4,196 SH	Decreased-2,217 SH
APPLE INC	COM	$2.6M	1.3%Prev: 1.0%	10,199 SH	Increased+969 SH
BANK NEW YORK MELLON CORP	COM	$502K	0.2%Prev: 0.2%	4,230 SH	Increased-1,576 SH
BIOCRYST PHARMACEUTICALS INC	COM	$286K	0.1%Prev: 0.1%	30,000 SH	Increased
COPART INC	COM	$290K	0.1%Prev: 0.2%	8,744 SH	Decreased
COSTCO WHOLESALE CORPORATION	COM	$261K	0.1%	262 SH	New
DECKERS OUTDOOR CORP	COM	$446K	0.2%Prev: 0.3%	4,460 SH	Decreased-400 SH
ELI LILLY & CO	COM	$368K	0.2%Prev: 0.2%	400 SH	Increased
HOME DEPOT INC	COM	$297K	0.1%Prev: 0.2%	901 SH	Decreased-207 SH
INVESCO EXCH TRADED FD TR II	SHORT TERM TREAS	$1.2M	0.6%Prev: 0.8%	10,940 SH	Decreased-4,079 SH
ISHARES GOLD TR	ISHARES NEW	$833K	0.4%Prev: 0.3%	9,452 SH	Increased+145 SH
ISHARES TR	1 3 YR TREAS BD	$2.0M	1.0%Prev: 1.6%	24,602 SH	Decreased-13,686 SH
ISHARES TR	CORE MSCI EURO	$281K	0.1%Prev: 0.1%	4,003 SH	Increased+77 SH
ISHARES TR	CORE S&P MCP ETF	$5.0M	2.4%Prev: 2.7%	74,580 SH	Decreased-16,619 SH
ISHARES TR	CORE S&P SCP ETF	$9.9M	4.8%Prev: 4.7%	79,424 SH	Increased-11,378 SH
ISHARES TR	CORE S&P500 ETF	$1.2M	0.6%Prev: 0.6%	1,761 SH	Decreased-318 SH
ISHARES TR	ISHS 1-5YR INVS	$599K	0.3%Prev: 0.3%	11,392 SH	Decreased-1,261 SH
ISHARES TR	MORNINGSTR US EQ	$1.4M	0.7%Prev: 0.6%	15,465 SH	Increased
ISHARES TR	MSCI INTL QUALTY	$4.6M	2.2%Prev: 1.6%	99,080 SH	Increased+18,503 SH
ISHARES TR	RUS MD CP GR ETF	$4.2M	2.0%Prev: 2.4%	32,838 SH	Decreased-8,419 SH
ISHARES TR	RUS MDCP VAL ETF	$5.2M	2.5%Prev: 2.7%	35,917 SH	Decreased-7,172 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	$800K	0.4%Prev: 0.3%	7,075 SH	Increased-31 SH
ISHARES TR	S&P 500 VAL ETF	$2.4M	1.2%Prev: 1.1%	11,368 SH	Increased+50 SH
ISHARES TR	S&P SML 600 GWT	$4.4M	2.1%Prev: 2.5%	30,384 SH	Decreased-9,473 SH
ISHARES TR	SP SMCP600VL ETF	$8.0M	3.9%Prev: 3.7%	67,429 SH	Increased-9,526 SH
ISHARES TR	TIPS BD ETF	$510K	0.2%Prev: 0.2%	4,619 SH	Increased+147 SH
ISHARES TR	U.S. ENERGY ETF	$272K	0.1%Prev: 0.1%	4,202 SH	Increased+82 SH
ISHARES TR	U.S. FINLS ETF	$732K	0.4%Prev: 0.4%	6,224 SH	Increased+3 SH
JOHNSON & JOHNSON	COM	$549K	0.3%Prev: 0.2%	2,246 SH	Increased-114 SH
JPMORGAN CHASE & CO	COM	$592K	0.3%	2,012 SH	New
LAM RESEARCH CORP	COM NEW	$615K	0.3%Prev: 0.1%	2,880 SH	Increased
MCDONALDS CORP	COM	$225K	0.1%Prev: 0.1%	723 SH	Decreased-14 SH
META PLATFORMS INC	CL A	$526K	0.3%Prev: 0.3%	920 SH	Decreased-9 SH
MICROSOFT CORP	COM	$614K	0.3%Prev: 0.6%	1,659 SH	Decreased-1,745 SH
NVIDIA CORPORATION	COM	$767K	0.4%Prev: 0.7%	4,399 SH	Decreased-9,464 SH
OLD DOMINION FREIGHT LINE IN	COM	$570K	0.3%Prev: 0.2%	2,916 SH	Increased
PROSHARES TR	S&P 500 DV ARIST	$1.4M	0.7%Prev: 0.8%	12,856 SH	Decreased-2,444 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$1.0M	0.5%Prev: 0.4%	36,597 SH	Increased-226 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$820K	0.4%Prev: 0.4%	26,717 SH	Increased-1,607 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$9.9M	4.8%Prev: 5.2%	341,072 SH	Decreased-71,514 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$8.4M	4.1%Prev: 4.7%	274,605 SH	Decreased-76,784 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$13.5M	6.6%Prev: 6.8%	526,606 SH	Decreased-93,132 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$3.7M	1.8%Prev: 3.0%	118,399 SH	Decreased-112,975 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$4.4M	2.1%Prev: 2.4%	151,578 SH	Decreased-57,308 SH
SELECT SECTOR SPDR TR	STATE STREET UTI	$1.1M	0.5%	23,600 SH	New
SPDR GOLD TR	GOLD SHS	$229K	0.1%	532 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$19.4M	9.4%	208,177 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$444K	0.2%	683 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$300K	0.1%	487 SH	New
TESLA INC	COM	$725K	0.4%Prev: 0.3%	1,950 SH	Increased
TJX COS INC NEW	COM	$273K	0.1%Prev: 0.1%	1,712 SH	Increased-227 SH
VANGUARD ADMIRAL FDS INC	MIDCP 400 IDX	$2.2M	1.1%	19,394 SH	New
VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$1.4M	0.7%	12,289 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$5.7M	2.8%Prev: 1.9%	13,136 SH	Increased+2,993 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$7.7M	3.8%Prev: 2.3%	25,904 SH	Increased+8,335 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$5.2M	2.5%Prev: 2.2%	20,068 SH	Increased+1,926 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$7.0M	3.4%Prev: 2.8%	38,071 SH	Increased+2,561 SH
VANGUARD INDEX FDS	MID CAP ETF	$11.2M	5.4%Prev: 3.0%	39,088 SH	Increased+15,727 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$3.9M	1.9%Prev: 1.8%	18,153 SH	Increased-850 SH
VANGUARD INDEX FDS	SMALL CP ETF	$5.8M	2.8%Prev: 2.0%	21,974 SH	Increased+4,023 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$5.3M	2.6%Prev: 2.3%	17,605 SH	Increased-1,009 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.9M	1.4%Prev: 1.3%	8,958 SH	Increased-212 SH
VANGUARD INDEX FDS	VALUE ETF	$7.7M	3.8%Prev: 2.2%	39,454 SH	Increased+14,435 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$787K	0.4%Prev: 0.5%	9,553 SH	Decreased-4,640 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$1.7M	0.8%	29,429 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.1M	0.6%Prev: 0.4%	5,313 SH	Increased+1,521 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$259K	0.1%Prev: 0.2%	4,046 SH	Decreased-4,412 SH
VANGUARD WORLD FD	CONSUM STP ETF	$227K	0.1%Prev: 0.1%	1,008 SH	Increased
VANGUARD WORLD FD	HEALTH CAR ETF	$1.0M	0.5%Prev: 0.6%	3,735 SH	Decreased-668 SH
VANGUARD WORLD FD	INF TECH ETF	$759K	0.4%Prev: 0.3%	1,087 SH	Increased-45 SH
VISA INC	COM CL A	$322K	0.2%Prev: 0.3%	1,064 SH	Decreased-425 SH
WISDOMTREE TR	US QTLY DIV GRT	$496K	0.2%Prev: 0.3%	5,647 SH	Decreased-808 SH

Sold (vs prior filing)

ALTRIA GROUP INC — $343K
BANK AMERICA CORP — $1.6M
BOOKING HOLDINGS INC — $212K
COSTCO WHSL CORP NEW — $529K
FISERV INC — $208K
INVESCO QQQ TR — $6.3M
JPMORGAN CHASE & CO. — $539K
MONDELEZ INTL INC — $225K
PHILIP MORRIS INTL INC — $408K
PROCTER AND GAMBLE CO — $250K
SALESFORCE INC — $249K
SELECT SECTOR SPDR TR — $936K
SPDR S&P 500 ETF TR — $560K
SPDR S&P MIDCAP 400 ETF TR — $287K
SPDR SER TR — $1.0M
SPDR SER TR — $382K
SPDR SER TR — $213K
SPDR SER TR — $256K
SPDR SER TR — $5.0M
SPDR SER TR — $5.7M
… and 7 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