Councilor Wealth, LLC: 13F holdings
CIK 20527592026Q2
| Positions | 88 |
|---|
| Reported value | $247.2m |
|---|
| Filed | 2026-07-21 |
|---|
Change since last quarter
| Positions | 88 (+4 vs prior quarter) |
|---|
| Reported value | $247.2m (+20.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHX SCHWAB STRATEGIC TR | 520,828 | $15.3m | 6.2% |
| VO VANGUARD INDEX FDS | 160,350 | $12.9m | 5.2% |
| IJR ISHARES TR | 78,722 | $11.7m | 4.7% |
| SCHG SCHWAB STRATEGIC TR | 332,973 | $11.3m | 4.6% |
| VV VANGUARD INDEX FDS | 27,871 | $9.6m | 3.9% |
| VTV VANGUARD INDEX FDS | 42,908 | $9.4m | 3.8% |
| SCHV SCHWAB STRATEGIC TR | 265,062 | $9.2m | 3.7% |
| IJS ISHARES TR | 67,174 | $9.2m | 3.7% |
| QQQ INVESCO QQQ TR | 11,533 | $8.5m | 3.4% |
| VOE VANGUARD INDEX FDS | 38,697 | $7.6m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2052759")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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