account_balance
Investment manager · 13F filer · SEC CIK 2022076
Councilmark Asset Management, LLC
Reported value$194Mas of Sep 30, 2026
Positions87 5 new, 2 sold out
Top 10 weight54.7%AAPL alone is 11%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
11.2%
VIGVanguard Dividend Appreciation
10.0%
MSFTMicrosoft Corp
6.9%
GOOGLAlphabet Inc.
5.4%
BRK-BBerkshire Hathaway Inc
4.6%
MCKMcKesson Corp
4.1%
GOOGAlphabet Inc.
4.0%
WMTWalmart Inc.
3.2%
VTIVanguard Total Stock Market ET
2.9%
SPYSPDR S&P 500 ETF Trust
2.4%
HDHome Depot, Inc.
2.4%
CSCOCisco Systems, Inc.
2.4%
AAPLApple Inc.
11.2%
VIGVanguard Dividend Appreciation
10.0%
MSFTMicrosoft Corp
6.9%
GOOGLAlphabet Inc.
5.4%
BRK-BBerkshire Hathaway Inc
4.6%
MCKMcKesson Corp
4.1%
GOOGAlphabet Inc.
4.0%
WMTWalmart Inc.
3.2%
VTI2.9%
SPY2.4%HD2.4%CSCOBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 11.2% Held
VIG Vanguard Dividend Appreciation 10.0% Held
MSFT Microsoft Corp 6.9% HeldGOOGL Alphabet Inc. 5.4% HeldBRK-B Berkshire Hathaway Inc 4.6% HeldMCK McKesson Corp 4.1% HeldGOOG Alphabet Inc. 4.0% HeldWMT Walmart Inc. 3.2% HeldVTI Vanguard Total Stock Market ET 2.9% Held
SPY SPDR S&P 500 ETF Trust 2.4% HeldHD Home Depot, Inc. 2.4% HeldCSCO Cisco Systems, Inc. 2.4% HeldWhat changed
Biggest moves since Jun 30, 2026
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