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Councilor Wealth - Q1 2026 13F Filings

CO

Councilor Wealth, LLC

CIK: 0002052759
Address: Maryland Bethesda 7910 Woodmont Avenue Suite 500
$206 M
Portfolio Value
84
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 07/21/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. IVOO Vanguard S&P Mid-Cap 400 Etf
+$2.22 M
2. VGSH Vanguard Short-Term Treasury Etf
+$1.72 M
3. VIOO Vanguard S&P Small-Cap 600 Etf
+$1.41 M
4. VV Vanguard Large-Cap Etf
+$1.38 M
5. VTV Vanguard Value Etf
+$1.21 M

Top Sells

Q1 2026
1. QQQ Invesco Qqq Trust Series I
−$6.82 M
2. MDYG Spdr S&P 400 Mid Cap Growth Etf
−$937,357.31
3. SLYG Spdr S&P 600 Small Cap Growth Etf
−$690,466.99
4. SCHG Schwab Us Large-Cap Growth Etf
−$587,319.1
5. SCHX Schwab Us Large-Cap Etf
−$515,621.13

Asset Allocation

Stocks/ETFs
-2.66%
$206 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Councilor Wealth Q1 2026 Filing Summary

Councilor Wealth, LLC filed its 13F report for Q1 2026 on May 13, 2026. The portfolio totaled 206 M reflecting a -2.66% change from the prior quarter, spanning 84 assets. The top 10 holdings comprised 43.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 4 new positions and 4 complete exits.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Councilor Wealth’s Q1 2026 Filing

Councilor Wealth submitted their Form 13F-HR for the Q1 2026 period on 05/13/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Councilor Wealth reported a managed portfolio value of 206 M, consisting of 84 individual positions.

This page displays the raw filing documents. To see which stocks Councilor Wealth bought or sold during Q1 2026, please visit Councilor Wealth's Portfolio Analysis page.