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Councilor Wealth, LLC 13F holdings

Filed 2026-07-21 · Councilor Wealth, LLC · 88 positions · $247.2M

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TickerCompanySharesValue% of portfolio
SCHXSCHWAB STRATEGIC TR520.8K$15.3M6.2%
VOVANGUARD INDEX FDS160.3K$12.9M5.2%
IJRISHARES TR78.7K$11.7M4.7%
SCHGSCHWAB STRATEGIC TR333.0K$11.3M4.6%
VVVANGUARD INDEX FDS27.9K$9.6M3.9%
VTVVANGUARD INDEX FDS42.9K$9.4M3.8%
SCHVSCHWAB STRATEGIC TR265.1K$9.2M3.7%
IJSISHARES TR67.2K$9.2M3.7%
QQQINVESCO QQQ TR11.5K$8.5M3.4%
VOEVANGUARD INDEX FDS38.7K$7.6M3.1%
VUGVANGUARD INDEX FDS85.1K$7.3M3.0%
VBVANGUARD INDEX FDS22.9K$6.9M2.8%
VBKVANGUARD INDEX FDS17.6K$6.4M2.6%
VOTVANGUARD INDEX FDS20.1K$6.1M2.5%
IWSISHARES TR35.5K$5.8M2.4%
MDYVSPDR SERIES TRUST59.9K$5.7M2.3%
IJHISHARES TR73.4K$5.7M2.3%
SCHASCHWAB STRATEGIC TR145.3K$5.2M2.1%
IQLTISHARES TR104.6K$5.2M2.1%
IJTISHARES TR28.4K$5.1M2.1%
MDYGSPDR SERIES TRUST43.6K$4.9M2.0%
IWPISHARES TR32.3K$4.7M1.9%
VBRVANGUARD INDEX FDS18.7K$4.5M1.8%
SLYVSPDR SERIES TRUST40.9K$4.5M1.8%
SCHMSCHWAB STRATEGIC TR115.1K$4.2M1.7%
IVOOVANGUARD ADMIRAL FDS INC28.3K$3.7M1.5%
VTIVANGUARD INDEX FDS9.0K$3.3M1.3%
IWRISHARES TR28.0K$3.1M1.3%
AAPLAPPLE INC10.6K$3.1M1.2%
SLYGSPDR SERIES TRUST23.1K$2.8M1.1%
VIOOVANGUARD ADMIRAL FDS INC18.8K$2.6M1.0%
IVEISHARES TR11.4K$2.6M1.0%
VGSHVANGUARD SCOTTSDALE FDS39.2K$2.3M0.9%
SHYISHARES TR23.2K$1.9M0.8%
SDYSPDR SERIES TRUST10.7K$1.6M0.7%
ILCBISHARES TR15.5K$1.6M0.6%
NOBLPROSHARES TR24.3K$1.4M0.6%
IVVISHARES TR1.8K$1.3M0.5%
VIGVANGUARD SPECIALIZED FUNDS5.3K$1.2M0.5%
TBLLINVESCO EXCH TRADED FD TR II11.3K$1.2M0.5%
VHTVANGUARD WORLD FD3.7K$1.1M0.5%
LRCXLAM RESEARCH CORP2.5K$1.1M0.4%
XLUSELECT SECTOR SPDR TR23.7K$1.1M0.4%
AMZNAMAZON COM INC4.5K$1.1M0.4%
VGTVANGUARD WORLD FD8.7K$1.0M0.4%
FNDXSCHWAB STRATEGIC TR32.6K$1.0M0.4%
NVDANVIDIA CORPORATION4.9K$989,4450.4%
IVWISHARES TR7.1K$973,1820.4%
VGKVANGUARD INTL EQUITY INDEX F9.3K$820,2150.3%
TSLATESLA INC1.9K$820,1700.3%
IYFISHARES TR6.2K$793,8260.3%
SCHDSCHWAB STRATEGIC TR24.7K$783,6440.3%
IAUISHARES GOLD TR9.4K$708,0570.3%
JPMJPMORGAN CHASE & CO2.2K$704,1790.3%
MSFTMICROSOFT CORP1.9K$699,7400.3%
ODFLOLD DOMINION FREIGHT LINE IN2.9K$631,6060.3%
BNYBANK OF NY MELLON CORP4.2K$611,7660.2%
GOOGALPHABET INC1.7K$595,5980.2%
JNJJOHNSON & JOHNSON2.3K$588,5620.2%
IGSBISHARES TR10.8K$568,1840.2%
Top Fund Holdings
13F
Top Fund Holdings

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