Councilor Wealth, LLC
All 13F Filings
- Location
- Bethesda, MD
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 242,659
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/9/2026 | 87 | 242,659 | 13F-HR | Councilor Wealth, LLC |
| Q2 2026 | 7/21/2026 | 88 | 247,168 | 13F-HR | Councilor Wealth, LLC |
| Q1 2026 | 5/13/2026 | 84 | 205,996 | 13F-HR | May Barnhard Investments LLC |
| Q4 2025 | 1/28/2026 | 84 | 211,618 | 13F-HR | May Barnhard Investments LLC |
| Q3 2025 | 11/6/2025 | 84 | 215,686 | 13F-HR | May Barnhard Investments LLC |
| Q2 2025 | 7/29/2025 | 90 | 214,157 | 13F-HR | May Barnhard Investments LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 15.68 K | 6.5% | 0 | 712 | -712 |
| ETFs | 227 K | 93.5% | 0 | 3.787 K | -3.787 K |
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Fund Snapshot
Q3 2026
Latest filed
10/9/2026
Total value ($000)
242,659
Holdings
87
QoQ value change ($000)
-4,509
(-1.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.