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Councilor Wealth - Q2 2026 13F Filings

CO

Councilor Wealth, LLC

CIK: 0002052759
Address: Maryland Bethesda 7910 Woodmont Avenue Suite 500
$247.17 M
Portfolio Value
88
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/21/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. VO Vanguard Mid-Cap Etf
+$9.77 M
2. QQQ Invesco Qqq Trust Series I
+$8.49 M
3. VUG Vanguard Growth Etf
+$6.2 M
4. IVOO Vanguard S&P Mid-Cap 400 Etf
+$1.17 M
5. VGT Vanguard Information Technology Etf
+$910,247.15

Top Sells

Q2 2026
1. IJT Ishares S&P Small-Cap 600 Growth Etf
−$347,200.11
2. SCHV Schwab Us Large-Cap Value Etf
−$332,192.18
3. MDYG Spdr S&P 400 Mid Cap Growth Etf
−$304,214.65
4. SCHG Schwab Us Large-Cap Growth Etf
−$274,070.32
5. MDYV Spdr S&P 400 Mid Cap Value Etf
−$271,179.87

Asset Allocation

Stocks/ETFs
+19.99%
$247.17 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Councilor Wealth Q2 2026 Filing Summary

Councilor Wealth, LLC filed its 13F report for Q2 2026 on July 21, 2026. The portfolio totaled 247.17 M reflecting a +19.99% change from the prior quarter, spanning 88 assets. The top 10 holdings comprised 42.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 6 new positions and 2 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Councilor Wealth’s Q2 2026 Filing

Councilor Wealth submitted their Form 13F-HR for the Q2 2026 period on 07/21/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Councilor Wealth reported a managed portfolio value of 247.17 M, consisting of 88 individual positions.

This page displays the raw filing documents. To see which stocks Councilor Wealth bought or sold during Q2 2026, please visit Councilor Wealth's Portfolio Analysis page.