StockDriftsStockDriftsTop 50 Councilor Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 6.09% | 492.5K | $14.8M | -5.44%(-28.34K) | $18.00(+67.43%) | 2026-09-30 | |
| VO | VANGUARD INDEX FDS | 5.12% | 158.3K | $12.4M | -1.26%(-2.02K) | $62.76(+27.61%) | 2026-09-30 | |
| SCHG | SCHWAB STRATEGIC TR | 4.75% | 321.0K | $11.5M | -3.58%(-11.93K) | $19.54(+82.08%) | 2026-09-30 | |
| IJR | ISHARES TR | 4.3% | 76.8K | $10.4M | -2.47%(-1.94K) | $101.36(+34.00%) | 2026-09-30 | |
| VV | VANGUARD INDEX FDS | 4.08% | 28.1K | $9.9M | +0.99%(+277) | $253.40(+39.44%) | 2026-09-30 | |
| VTV | VANGUARD INDEX FDS | 4.07% | 45.7K | $9.9M | +6.61%(+2.84K) | $170.32(+30.47%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 3.68% | 12.1K | $8.9M | +4.64%(+535) | $408.94(+75.66%) | 2026-09-30 | |
| SCHV | SCHWAB STRATEGIC TR | 3.51% | 255.7K | $8.5M | -3.52%(-9.33K) | $22.88(+48.61%) | 2026-09-30 | |
| IJS | ISHARES TR | 3.42% | 64.9K | $8.3M | -3.46%(-2.32K) | $96.15(+33.55%) | 2026-09-30 | |
| VUG | VANGUARD INDEX FDS | 3.35% | 90.1K | $8.1M | +5.87%(+5.00K) | $60.72(+46.27%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +39.28% |
| Top 20 Holdings Unweighted | — | — | — | — | +38.05% |
Councilor Wealth LLC reports $242.66M in US-listed equity holdings across 87 positions in its most recent 13F filing. Its largest disclosed positions are SCHX (6.1%), VO (5.1%) and SCHG (4.8%). The top 20 holdings account for 64.78% of reported assets. Its disclosed equity book has returned +39.28% cumulatively over 11 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Councilor Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2052759). View Councilor Wealth LLC’s 13F filings on SEC