account_balance
Investment manager · 13F filer · SEC CIK 2052759
Councilor Wealth, LLC
Reported value$243Mas of Sep 30, 2026
Positions87 2 new, 3 sold out
Top 10 weight42.4%SCHX alone is 6%
FiledOct 99 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHXSchwab Strategic Tr
6.1%Trimmed −5%
VOVanguard Index FDS
5.1%
SCHGSchwab Strategic Tr
4.8%Trimmed −4%
IJRiShares Tr
4.3%Trimmed −2%
VVVanguard Index FDS
4.1%
VTVVanguard Index FDS
4.1%Added +7%
QQQInvesco QQQ Tr
3.7%Added +5%
SCHVSchwab Strategic Tr
3.5%Trimmed −4%
IJSiShares Tr
3.4%Trimmed −3%
VUGVanguard Index FDS
3.3%Added +6%
VOEVanguard Index FDS
3.1%
VBVanguard Index FDS
2.6%−3%
SCHXSchwab Strategic Tr
6.1%−5%
VOVanguard Index FDS
5.1%
SCHGSchwab Strategic Tr
4.8%
IJRiShares Tr
4.3%−2%
VVVanguard Index FDS
4.1%
VTVVanguard Index FDS
4.1%+7%
QQQInvesco QQQ Tr
3.7%
SCHVSchwab Strategic Tr
3.5%
IJSiShares Tr
3.4%
VUGVanguard Index FDS
3.3%
VOEVanguard Index FDS
3.1%
VBVanguard Index FDS
2.6%
Boxes 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
SCHX Schwab Strategic Tr 6.1% Trimmed −5%
VO Vanguard Index FDS 5.1% Held
SCHG Schwab Strategic Tr 4.8% Trimmed −4%
IJR iShares Tr 4.3% Trimmed −2%
VV Vanguard Index FDS 4.1% Held
VTV Vanguard Index FDS 4.1% Added +7%
QQQ Invesco QQQ Tr 3.7% Added +5%
SCHV Schwab Strategic Tr 3.5% Trimmed −4%
IJS iShares Tr 3.4% Trimmed −3%
VUG Vanguard Index FDS 3.3% Added +6%
VOE Vanguard Index FDS 3.1% Held
VB Vanguard Index FDS 2.6% Trimmed −3%
What changed
Biggest moves since Jun 30, 2026
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