Holdings
Councilor Wealth, LLC
As of Sep 30, 2026, Councilor Wealth, LLC reported 23 positions worth US$15.2M. Largest: Apple Inc, Amazon.com, Inc. and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 10,312 | US$3.43M | −336 | Sep 30, 2026 |
| Amazon.com, Inc. | 4,308 | US$1.07M | −161 | Sep 30, 2026 |
| Nvidia Corporation | 4,485 | US$1.02M | −460 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 2,635 | US$901K | −147 | Sep 30, 2026 |
| Microsoft Corp. | 1,720 | US$882K | −155 | Sep 30, 2026 |
| Lam Research Corporation | 2,500 | US$821K | no change | Sep 30, 2026 |
| Tesla, Inc. | 1,950 | US$692K | no change | Sep 30, 2026 |
| Meta Platforms, Inc. | 945 | US$685K | −34 | Sep 30, 2026 |
| Jp Morgan Chase & Co. | 1,997 | US$661K | −154 | Sep 30, 2026 |
| The Bank Of New York Mellon Corporation | 4,230 | US$612K | no change | Sep 30, 2026 |