Councilor Wealth, LLC
Councilor Wealth, LLC reported 88 holdings worth US$247M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 21, 2026
Councilor Wealth, LLC reported 88 holdings worth US$247M as of Jun 30, 2026. Largest: Apple Inc, Lam Research Corporation and Amazon.com, Inc. Filed Jul 21, 2026 (Form 13F).
- Holdings
- 88
- Value as reported
- US$247M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 10,648 | US$3.08M | 1.2% |
| Lam Research Corporation | 2,500 | US$1.08M | 0.44% |
| Amazon.com, Inc. | 4,469 | US$1.07M | 0.43% |
| Alphabet Inc (google) Class C | 2,782 | US$994K | 0.40% |
| Nvidia Corporation | 4,945 | US$989K | 0.40% |
| Tesla, Inc. | 1,950 | US$820K | 0.33% |
| Jp Morgan Chase & Co. | 2,151 | US$704K | 0.28% |
| Microsoft Corp. | 1,875 | US$700K | 0.28% |
| Old Dominion Freight Line, Inc. | 2,916 | US$632K | 0.26% |
| The Bank Of New York Mellon Corporation | 4,230 | US$612K | 0.25% |
| Johnson & Johnson | 2,317 | US$589K | 0.24% |
| Meta Platforms, Inc. | 979 | US$551K | 0.22% |
| Eli Lilly And Company | 446 | US$535K | 0.22% |
| Deckers Outdoor Corporation | 4,460 | US$443K | 0.18% |
| Visa Inc. | 1,115 | US$383K | 0.15% |
| Home Depot, Inc. (the) | 984 | US$347K | 0.14% |
| Biocryst Pharmaceuticals, Inc. | 30,000 | US$300K | 0.12% |
| Abbvie Inc. | 1,185 | US$298K | 0.12% |
| Goldman Sachs Group, Inc. (the) | 293 | US$296K | 0.12% |
| Costco Wholesale Corporation | 286 | US$268K | 0.11% |
| Tjx Companies, Inc. (the) | 1,712 | US$259K | 0.10% |
| Copart, Inc. | 8,744 | US$246K | 0.10% |
| Applied Materials, Inc. | 334 | US$241K | 0.10% |
| Amphenol Corporation | 1,216 | US$214K | 0.09% |
| Booking Holdings Inc. Common Stock | 1,150 | US$205K | 0.08% |
| Mcdonald's Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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