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: $247.2M88 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$298K	0.1%Prev: 0.1%	1,185 SH	Increased-88 SH
ALPHABET INC	CAP STK CL A	$399K	0.2%	1,116 SH	New
ALPHABET INC	CAP STK CL C	$596K	0.2%Prev: 0.4%	1,685 SH	Decreased-3,506 SH
AMAZON COM INC	COM	$1.1M	0.4%Prev: 0.7%	4,469 SH	Decreased-1,944 SH
AMPHENOL CORP	CL A	$214K	0.1%	1,216 SH	New
APPLE INC	COM	$3.1M	1.2%Prev: 0.9%	10,648 SH	Increased+1,413 SH
APPLIED MATLS INC	COM	$241K	0.1%	334 SH	New
BANK OF NY MELLON CORP	COM	$612K	0.2%	4,230 SH	New
BIOCRYST PHARMACEUTICALS INC	COM	$300K	0.1%Prev: 0.1%	30,000 SH	Increased
BOOKING HOLDINGS INC	COM	$205K	0.1%Prev: 0.1%	1,150 SH	Decreased+1,104 SH
COPART INC	COM	$246K	0.1%Prev: 0.2%	8,744 SH	Decreased
COSTCO WHOLESALE CORPORATION	COM	$268K	0.1%	286 SH	New
DECKERS OUTDOOR CORP	COM	$443K	0.2%Prev: 0.2%	4,460 SH	Decreased-400 SH
ELI LILLY & CO	COM	$535K	0.2%Prev: 0.1%	446 SH	Increased+46 SH
GOLDMAN SACHS GROUP INC	COM	$296K	0.1%	293 SH	New
HOME DEPOT INC	COM	$347K	0.1%Prev: 0.2%	984 SH	Decreased-124 SH
INVESCO EXCH TRADED FD TR II	SHORT TERM ETF	$1.2M	0.5%	11,303 SH	New
INVESCO QQQ TR	UNIT SER 1	$8.5M	3.4%Prev: 3.3%	11,533 SH	Increased-1,347 SH
ISHARES GOLD TR	ISHARES NEW	$708K	0.3%Prev: 0.3%	9,377 SH	Increased+70 SH
ISHARES TR	1 3 YR TREAS BD	$1.9M	0.8%Prev: 1.4%	23,212 SH	Decreased-13,517 SH
ISHARES TR	CORE MSCI EURO	$301K	0.1%Prev: 0.1%	4,003 SH	Increased
ISHARES TR	CORE S&P MCP ETF	$5.7M	2.3%Prev: 2.6%	73,402 SH	Increased-16,832 SH
ISHARES TR	CORE S&P SCP ETF	$11.7M	4.7%Prev: 4.6%	78,722 SH	Increased-11,778 SH
ISHARES TR	CORE S&P500 ETF	$1.3M	0.5%Prev: 0.6%	1,762 SH	Increased-321 SH
ISHARES TR	ISHS 1-5YR INVS	$568K	0.2%Prev: 0.3%	10,841 SH	Decreased-1,935 SH
ISHARES TR	MORNINGSTR US EQ	$1.6M	0.6%Prev: 0.6%	15,465 SH	Increased
ISHARES TR	MSCI INTL QUALTY	$5.2M	2.1%Prev: 1.7%	104,603 SH	Increased+21,356 SH
ISHARES TR	RUS MD CP GR ETF	$4.7M	1.9%Prev: 2.6%	32,251 SH	Decreased-7,384 SH
ISHARES TR	RUS MDCP VAL ETF	$5.8M	2.4%Prev: 2.6%	35,451 SH	Increased-7,460 SH
ISHARES TR	RUS MID CAP ETF	$3.1M	1.3%Prev: 1.2%	28,043 SH	Increased
ISHARES TR	S&P 500 GRWT ETF	$973K	0.4%Prev: 0.4%	7,076 SH	Increased-33 SH
ISHARES TR	S&P 500 VAL ETF	$2.6M	1.0%Prev: 1.0%	11,372 SH	Increased+20 SH
ISHARES TR	S&P SML 600 GWT	$5.1M	2.1%Prev: 2.4%	28,440 SH	Decreased-10,277 SH
ISHARES TR	SP SMCP600VL ETF	$9.2M	3.7%Prev: 3.6%	67,174 SH	Increased-9,439 SH
ISHARES TR	TIPS BD ETF	$513K	0.2%Prev: 0.2%	4,691 SH	Increased+157 SH
ISHARES TR	U.S. ENERGY ETF	$239K	0.1%	4,219 SH	New
ISHARES TR	U.S. FINLS ETF	$794K	0.3%Prev: 0.4%	6,225 SH	Increased+4 SH
JOHNSON & JOHNSON	COM	$589K	0.2%Prev: 0.2%	2,317 SH	Increased-49 SH
JPMORGAN CHASE & CO	COM	$704K	0.3%	2,151 SH	New
LAM RESEARCH CORP	COM NEW	$1.1M	0.4%Prev: 0.1%	2,500 SH	Increased-380 SH
META PLATFORMS INC	CL A	$551K	0.2%Prev: 0.3%	979 SH	Decreased+50 SH
MICROSOFT CORP	COM	$700K	0.3%Prev: 0.8%	1,875 SH	Decreased-1,533 SH
NVIDIA CORPORATION	COM	$989K	0.4%Prev: 1.0%	4,945 SH	Decreased-8,519 SH
OLD DOMINION FREIGHT LINE IN	COM	$632K	0.3%Prev: 0.2%	2,916 SH	Increased
PROSHARES TR	S&P 500 DV ARIST	$1.4M	0.6%Prev: 0.7%	24,328 SH	Decreased+9,167 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$1.0M	0.4%Prev: 0.4%	32,623 SH	Increased-5,915 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$784K	0.3%Prev: 0.3%	24,712 SH	Increased-3,408 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$11.3M	4.6%Prev: 5.6%	332,973 SH	Decreased-75,058 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$9.2M	3.7%Prev: 4.5%	265,062 SH	Decreased-85,814 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$15.3M	6.2%Prev: 7.1%	520,828 SH	Increased-96,993 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$4.2M	1.7%Prev: 2.0%	115,113 SH	Decreased-38,227 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$5.2M	2.1%Prev: 2.3%	145,289 SH	Increased-51,128 SH
SELECT SECTOR SPDR TR	ST STR UTIL ETF	$1.1M	0.4%	23,725 SH	New
SPDR SERIES TRUST	ST STR BL 12 ETF	$250K	0.1%	2,512 SH	New
SPDR SERIES TRUST	ST STR BLO 1 ETF	$510K	0.2%	5,564 SH	New
SPDR SERIES TRUST	ST STR P500ETF	$516K	0.2%	5,876 SH	New
SPDR SERIES TRUST	ST STR SP DIV	$1.6M	0.7%	10,663 SH	New
SPDR SERIES TRUST	ST STR SP400GRW	$4.9M	2.0%	43,585 SH	New
SPDR SERIES TRUST	ST STR SP400VAL	$5.7M	2.3%	59,899 SH	New
SPDR SERIES TRUST	ST STR SP600 SML	$296K	0.1%	5,136 SH	New
SPDR SERIES TRUST	ST STR SP600GRWO	$2.8M	1.1%	23,085 SH	New
SPDR SERIES TRUST	ST STR SP600SM C	$4.5M	1.8%	40,877 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$510K	0.2%	683 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$343K	0.1%	487 SH	New
TESLA INC	COM	$820K	0.3%Prev: 0.3%	1,950 SH	Increased
TJX COS INC NEW	COM	$259K	0.1%Prev: 0.1%	1,712 SH	Increased-227 SH
VANGUARD ADMIRAL FDS INC	MIDCP 400 IDX	$3.7M	1.5%	28,347 SH	New
VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$2.6M	1.0%	18,793 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$7.3M	3.0%Prev: 1.9%	85,084 SH	Increased+75,583 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$9.6M	3.9%Prev: 2.4%	27,871 SH	Increased+10,174 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$6.1M	2.5%Prev: 2.5%	20,053 SH	Increased+1,560 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$7.6M	3.1%Prev: 2.8%	38,697 SH	Increased+2,727 SH
VANGUARD INDEX FDS	MID CAP ETF	$12.9M	5.2%Prev: 4.2%	160,350 SH	Increased+128,181 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$242K	0.1%	352 SH	New
VANGUARD INDEX FDS	SM CP VAL ETF	$4.5M	1.8%Prev: 1.7%	18,716 SH	Increased-456 SH
VANGUARD INDEX FDS	SMALL CP ETF	$6.9M	2.8%Prev: 2.1%	22,879 SH	Increased+3,723 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$6.4M	2.6%Prev: 2.4%	17,623 SH	Increased-743 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$3.3M	1.3%Prev: 1.3%	8,958 SH	Increased-212 SH
VANGUARD INDEX FDS	VALUE ETF	$9.4M	3.8%Prev: 2.0%	42,908 SH	Increased+18,420 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$820K	0.3%Prev: 0.5%	9,263 SH	Decreased-5,053 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$2.3M	0.9%	39,206 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.2M	0.5%Prev: 0.4%	5,275 SH	Increased+828 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$288K	0.1%Prev: 0.1%	4,046 SH	Decreased-1,469 SH
VANGUARD WORLD FD	CONSUM STP ETF	$227K	0.1%Prev: 0.1%	1,008 SH	Increased
VANGUARD WORLD FD	HEALTH CAR ETF	$1.1M	0.5%Prev: 0.5%	3,736 SH	Decreased-890 SH
VANGUARD WORLD FD	INF TECH ETF	$1.0M	0.4%Prev: 0.3%	8,702 SH	Increased+7,615 SH
VISA INC	COM CL A	$383K	0.2%Prev: 0.2%	1,115 SH	Decreased-355 SH
WISDOMTREE TR	US QTLY DIV GRT	$540K	0.2%Prev: 0.3%	5,647 SH	Decreased-834 SH

Sold (vs prior filing)

ALTRIA GROUP INC — $341K
BANK AMERICA CORP — $1.7M
BANK NEW YORK MELLON CORP — $532K
COSTCO WHSL CORP NEW — $554K
INVESCO EXCH TRADED FD TR II — $1.8M
JPMORGAN CHASE & CO. — $600K
MCDONALDS CORP — $216K
MONDELEZ INTL INC — $225K
PHILIP MORRIS INTL INC — $472K
PROCTER AND GAMBLE CO — $234K
SALESFORCE INC — $253K
SELECT SECTOR SPDR TR — $970K
SPDR S&P 500 ETF TR — $618K
SPDR S&P MIDCAP 400 ETF TR — $304K
SPDR SERIES TRUST — $961K
SPDR SERIES TRUST — $409K
SPDR SERIES TRUST — $236K
SPDR SERIES TRUST — $267K
SPDR SERIES TRUST — $5.3M
SPDR SERIES TRUST — $5.6M
… 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