Councilor Wealth, LLC reported 87 holdings worth US$243M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 9, 2026
Councilor Wealth, LLC reported 87 holdings worth US$243M as of Sep 30, 2026. Largest: Apple Inc, Amazon.com, Inc. and Nvidia Corporation. Filed Oct 9, 2026 (Form 13F).
- Holdings
- 87
- Value as reported
- US$243M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 10,312 | US$3.43M | 1.4% |
| Amazon.com, Inc. | 4,308 | US$1.07M | 0.44% |
| Nvidia Corporation | 4,485 | US$1.02M | 0.42% |
| Alphabet Inc (google) Class C | 2,635 | US$901K | 0.37% |
| Microsoft Corp. | 1,720 | US$882K | 0.36% |
| Lam Research Corporation | 2,500 | US$821K | 0.34% |
| Tesla, Inc. | 1,950 | US$692K | 0.29% |
| Meta Platforms, Inc. | 945 | US$685K | 0.28% |
| Jp Morgan Chase & Co. | 1,997 | US$661K | 0.27% |
| The Bank Of New York Mellon Corporation | 4,230 | US$612K | 0.25% |
| Johnson & Johnson | 1,963 | US$520K | 0.21% |
| Old Dominion Freight Line, Inc. | 2,916 | US$507K | 0.21% |
| Biocryst Pharmaceuticals, Inc. | 58,774 | US$490K | 0.20% |
| Eli Lilly And Company | 403 | US$467K | 0.19% |
| Visa Inc. | 1,073 | US$386K | 0.16% |
| Deckers Outdoor Corporation | 4,460 | US$349K | 0.14% |
| Abbvie Inc. | 1,091 | US$286K | 0.12% |
| Home Depot, Inc. (the) | 880 | US$251K | 0.10% |
| Costco Wholesale Corporation | 262 | US$239K | 0.10% |
| Copart, Inc. | 8,416 | US$230K | 0.09% |
| Tjx Companies, Inc. (the) | 1,712 | US$227K | 0.09% |
| Goldman Sachs Group, Inc. (the) | 235 | US$212K | 0.09% |
| Amphenol Corporation | 2,432 | US$205K | 0.08% |
| Applied Materials, Inc. | 0 | US$0 | 0.00% |
| Booking Holdings Inc. Common Stock | 0 | US$0 | 0.00% |