StockDriftsStockDriftsTop 50 Councilor Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 6.2% | 520.8K | $15.3M | -1.10%(-5.78K) | $18.00(+69.62%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 5.23% | 160.3K | $12.9M | +2.56%(+4.00K) | $62.76(+32.28%) | 2026-06-30 | |
| IJR | ISHARES TR | 4.72% | 78.7K | $11.7M | -0.88%(-702) | $101.36(+46.76%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 4.56% | 333.0K | $11.3M | -2.37%(-8.10K) | $19.54(+83.08%) | 2026-06-30 | |
| VV | VANGUARD INDEX FDS | 3.88% | 27.9K | $9.6M | +7.59%(+1.97K) | $252.46(+41.09%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 3.78% | 42.9K | $9.4M | +8.75%(+3.45K) | $167.23(+35.03%) | 2026-06-30 | |
| SCHV | SCHWAB STRATEGIC TR | 3.73% | 265.1K | $9.2M | -3.48%(-9.54K) | $22.88(+52.98%) | 2026-06-30 | |
| IJS | ISHARES TR | 3.71% | 67.2K | $9.2M | -0.38%(-255) | $96.15(+44.32%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 3.44% | 11.5K | $8.5M | new | $393.67(+83.10%) | 2026-06-30 | |
| VOE | VANGUARD INDEX FDS | 3.09% | 38.7K | $7.6M | +1.64%(+626) | $145.74(+43.20%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +42.75% |
| Top 20 Holdings Unweighted | — | — | — | — | +42.48% |
Councilor Wealth, LLC reports $247.17M in US-listed equity holdings across 88 positions in its most recent 13F filing. Its largest disclosed positions are SCHX (6.2%), VO (5.2%) and IJR (4.7%). The top 20 holdings account for 66.45% of reported assets. Its disclosed equity book has returned +42.75% cumulatively over 10 quarters. Figures reflect the Q2 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