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: $242.7M87 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$286K	0.1%Prev: 0.1%	1,091 SH	Decreased-183 SH
ALPHABET INC	CAP STK CL A	$327K	0.1%Prev: 0.1%	950 SH	Increased-157 SH
ALPHABET INC	CAP STK CL C	$574K	0.2%Prev: 0.3%	1,685 SH	Decreased-831 SH
AMAZON COM INC	COM	$1.1M	0.4%Prev: 0.4%	4,308 SH	Increased-42 SH
AMPHENOL CORP	CL A	$205K	0.1%	2,432 SH	New
APPLE INC	COM	$3.4M	1.4%Prev: 1.3%	10,312 SH	Increased-376 SH
BANK OF NY MELLON CORP	COM	$612K	0.3%	4,230 SH	New
BIOCRYST PHARMACEUTICALS INC	COM	$490K	0.2%Prev: 0.1%	58,774 SH	Increased+28,774 SH
COPART INC	COM	$230K	0.1%Prev: 0.2%	8,416 SH	Decreased-328 SH
COSTCO WHOLESALE CORPORATION	COM	$239K	0.1%	262 SH	New
DECKERS OUTDOOR CORP	COM	$349K	0.1%Prev: 0.2%	4,460 SH	Decreased-400 SH
ELI LILLY & CO	COM	$467K	0.2%Prev: 0.1%	403 SH	Increased+3 SH
GOLDMAN SACHS GROUP INC	COM	$212K	0.1%Prev: 0.1%	235 SH	Decreased-42 SH
HOME DEPOT INC	COM	$251K	0.1%Prev: 0.2%	880 SH	Decreased-229 SH
INVESCO EXCH TRADED FD TR II	S&P INTL QULTY	$3.9M	1.6%	90,510 SH	New
INVESCO EXCH TRADED FD TR II	SHORT TERM ETF	$1.2M	0.5%	11,226 SH	New
INVESCO QQQ TR	UNIT SER 1	$8.9M	3.7%Prev: 3.3%	12,068 SH	Increased+226 SH
ISHARES GOLD TR	ISHARES NEW	$729K	0.3%Prev: 0.3%	9,335 SH	Increased-37 SH
ISHARES TR	1 3 YR TREAS BD	$1.8M	0.8%Prev: 1.3%	22,436 SH	Decreased-10,329 SH
ISHARES TR	CORE MSCI EURO	$295K	0.1%Prev: 0.1%	4,003 SH	Increased-1 SH
ISHARES TR	CORE S&P MCP ETF	$5.0M	2.0%Prev: 2.6%	69,006 SH	Decreased-15,854 SH
ISHARES TR	CORE S&P SCP ETF	$10.4M	4.3%Prev: 4.7%	76,779 SH	Increased-8,981 SH
ISHARES TR	CORE S&P500 ETF	$1.4M	0.6%Prev: 0.6%	1,763 SH	Decreased-306 SH
ISHARES TR	ISHS 1-5YR INVS	$518K	0.2%Prev: 0.3%	10,106 SH	Decreased-2,720 SH
ISHARES TR	MORNINGSTR US EQ	$1.6M	0.7%Prev: 0.7%	15,465 SH	Increased-1 SH
ISHARES TR	MSCI INTL QUALTY	$4.8M	2.0%Prev: 1.6%	97,003 SH	Increased+18,205 SH
ISHARES TR	RUS MD CP GR ETF	$4.2M	1.7%Prev: 2.4%	30,607 SH	Decreased-6,094 SH
ISHARES TR	RUS MDCP VAL ETF	$5.5M	2.3%Prev: 2.6%	34,056 SH	Decreased-5,711 SH
ISHARES TR	RUS MID CAP ETF	$3.0M	1.2%Prev: 1.3%	28,043 SH	Increased
ISHARES TR	S&P 500 GRWT ETF	$971K	0.4%Prev: 0.4%	6,829 SH	Increased-284 SH
ISHARES TR	S&P 500 VAL ETF	$2.6M	1.1%Prev: 1.1%	11,375 SH	Increased-2 SH
ISHARES TR	S&P SML 600 GWT	$4.3M	1.8%Prev: 2.3%	26,580 SH	Decreased-8,472 SH
ISHARES TR	SP SMCP600VL ETF	$8.3M	3.4%Prev: 3.8%	64,852 SH	Increased-8,528 SH
ISHARES TR	TIPS BD ETF	$496K	0.2%Prev: 0.2%	4,767 SH	Decreased+194 SH
ISHARES TR	U.S. ENERGY ETF	$275K	0.1%	4,237 SH	New
ISHARES TR	U.S. FINLS ETF	$782K	0.3%Prev: 0.4%	6,226 SH	Decreased+3 SH
JOHNSON & JOHNSON	COM	$520K	0.2%Prev: 0.2%	1,963 SH	Increased-327 SH
JPMORGAN CHASE & CO	COM	$661K	0.3%	1,997 SH	New
LAM RESEARCH CORP	COM NEW	$821K	0.3%Prev: 0.2%	2,500 SH	Increased-380 SH
META PLATFORMS INC	CL A	$685K	0.3%Prev: 0.3%	945 SH	Increased+16 SH
MICROSOFT CORP	COM	$882K	0.4%Prev: 0.7%	1,720 SH	Decreased-1,081 SH
NVIDIA CORPORATION	COM	$1.0M	0.4%Prev: 0.4%	4,485 SH	Increased-48 SH
OLD DOMINION FREIGHT LINE IN	COM	$507K	0.2%Prev: 0.2%	2,916 SH	Increased
PROSHARES TR	S&P 500 DV ARIST	$1.2M	0.5%Prev: 0.7%	22,520 SH	Decreased+8,327 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$1.0M	0.4%Prev: 0.5%	32,637 SH	Increased-5,375 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$693K	0.3%Prev: 0.4%	21,295 SH	Decreased-7,162 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$11.5M	4.8%Prev: 5.8%	321,048 SH	Decreased-68,195 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$8.5M	3.5%Prev: 4.1%	255,733 SH	Decreased-50,805 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$14.8M	6.1%Prev: 7.1%	492,486 SH	Decreased-89,882 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$3.8M	1.6%Prev: 1.7%	111,153 SH	Increased-10,413 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$4.5M	1.8%Prev: 2.0%	136,432 SH	Increased-19,315 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$1.9M	0.8%	75,588 SH	New
SELECT SECTOR SPDR TR	ST STR UTIL ETF	$936K	0.4%	23,726 SH	New
SPDR SERIES TRUST	ST STR BL 12 ETF	$250K	0.1%	2,515 SH	New
SPDR SERIES TRUST	ST STR BLO 1 ETF	$511K	0.2%	5,578 SH	New
SPDR SERIES TRUST	ST STR P500ETF	$514K	0.2%	5,729 SH	New
SPDR SERIES TRUST	ST STR SP DIV	$1.6M	0.6%	10,672 SH	New
SPDR SERIES TRUST	ST STR SP400GRW	$3.9M	1.6%	37,619 SH	New
SPDR SERIES TRUST	ST STR SP400VAL	$4.9M	2.0%	55,389 SH	New
SPDR SERIES TRUST	ST STR SP600 SML	$272K	0.1%	5,138 SH	New
SPDR SERIES TRUST	ST STR SP600GRWO	$2.2M	0.9%	20,729 SH	New
SPDR SERIES TRUST	ST STR SP600SM C	$3.9M	1.6%	38,054 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$509K	0.2%	667 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$311K	0.1%	474 SH	New
TESLA INC	COM	$692K	0.3%Prev: 0.4%	1,950 SH	Decreased
TJX COS INC NEW	COM	$227K	0.1%Prev: 0.1%	1,712 SH	Decreased-227 SH
VANGUARD ADMIRAL FDS INC	MIDCP 400 IDX	$3.8M	1.6%	31,421 SH	New
VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$2.5M	1.0%	19,466 SH	New
VANGUARD INDEX FDS	MRNGSTR GRWT ETF	$8.1M	3.3%	90,081 SH	New
VANGUARD INDEX FDS	MRNGSTR LRG CAP	$9.9M	4.1%	28,148 SH	New
VANGUARD INDEX FDS	MRNGSTR MD CP GR	$5.8M	2.4%	19,753 SH	New
VANGUARD INDEX FDS	MRNGSTR MD CP VA	$7.5M	3.1%	38,386 SH	New
VANGUARD INDEX FDS	MRNGSTR MID CAP	$12.4M	5.1%	158,326 SH	New
VANGUARD INDEX FDS	MRNGSTR SM CP GR	$5.9M	2.4%	17,442 SH	New
VANGUARD INDEX FDS	MRNGSTR SML CAP	$6.3M	2.6%	22,269 SH	New
VANGUARD INDEX FDS	MRNGSTR SML CP V	$4.2M	1.7%	18,129 SH	New
VANGUARD INDEX FDS	MRNGSTR TTL STK	$3.4M	1.4%	9,007 SH	New
VANGUARD INDEX FDS	MRNGSTR VAL ETF	$9.9M	4.1%	45,746 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$408K	0.2%	582 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$719K	0.3%Prev: 0.5%	8,279 SH	Decreased-6,072 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$3.9M	1.6%	68,096 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.1M	0.5%Prev: 0.5%	4,768 SH	Increased+15 SH
VANGUARD WORLD FD	CONSUM STP ETF	$220K	0.1%Prev: 0.1%	1,008 SH	Increased-1 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$1.2M	0.5%Prev: 0.6%	3,737 SH	Decreased-894 SH
VANGUARD WORLD FD	INF TECH ETF	$1.1M	0.5%Prev: 0.4%	8,702 SH	Increased+7,614 SH
VISA INC	COM CL A	$386K	0.2%Prev: 0.2%	1,073 SH	Decreased-190 SH
WISDOMTREE TR	US QTLY DIV GRT	$530K	0.2%Prev: 0.3%	5,448 SH	Decreased-1,057 SH

Sold (vs prior filing)

BANK NEW YORK MELLON CORP — $496K
BOOKING HOLDINGS INC — $248K
COSTCO WHSL CORP NEW — $276K
INVESCO EXCH TRADED FD TR II — $1.5M
JPMORGAN CHASE & CO. — $653K
MCDONALDS CORP — $225K
SALESFORCE INC — $220K
SELECT SECTOR SPDR TR — $1.0M
SPDR S&P 500 ETF TR — $667K
SPDR S&P MIDCAP 400 ETF TR — $320K
SPDR SERIES TRUST — $773K
SPDR SERIES TRUST — $357K
SPDR SERIES TRUST — $255K
SPDR SERIES TRUST — $291K
SPDR SERIES TRUST — $5.5M
SPDR SERIES TRUST — $5.8M
SPDR SERIES TRUST — $3.4M
SPDR SERIES TRUST — $4.5M
SPDR SERIES TRUST — $1.8M
VANGUARD BD INDEX FDS — $435K
… and 11 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