Councilor Wealth, LLC - Portfolio Stock Holdings
Councilor Wealth, LLC disclosed 90 stock positions in a recent SEC 13F filing. $242,653,122 of stock holdings were filed, with the largest holdings including SCHX, VO, and SCHG. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.Report Period:
Sept. 30, 2026No. of Stocks:
90Est. Stock Holding Value:
$242,653,122Top Stock Holdings By Sector
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Portfolio Stock Holdings - Councilor Wealth, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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Change (Shares)
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Change (USD)
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% Change
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