§ 13F · FUND PROFILE
Councilor Wealth, LLC.
AUM · $247M (13F)Positions · 88Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | 521K | $15M | — | — |
| 2 | VO | VANGUARD INDEX FDS | 160K | $13M | — | — |
| 3 | IJR | ISHARES TR | 79K | $12M | — | — |
| 4 | SCHG | SCHWAB STRATEGIC TR | 333K | $11M | — | — |
| 5 | VV | VANGUARD INDEX FDS | 28K | $10M | — | — |
| 6 | VTV | VANGUARD INDEX FDS | 43K | $9M | — | — |
| 7 | SCHV | SCHWAB STRATEGIC TR | 265K | $9M | — | — |
| 8 | IJS | ISHARES TR | 67K | $9M | — | — |
| 9 | QQQ | INVESCO QQQ TR | 12K | $8M | — | — |
| 10 | VOE | VANGUARD INDEX FDS | 39K | $8M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE COUNCILOR SIGNAL
AC read
Councilor Wealth, LLC is a Other fund managing $247 million in assets. The fund runs a portfolio of 88 positions.
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